$13.1M Total AUM
$13.1M Disc. AUM
-- 3Y CAGR
2 Employees
28 ADV. Clients
8 yrs Firm Age
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- Custodian
- Charles Schwab & Company ยท Interactive Brokers
- Clients
- Retail
- Platforms
- Bridge foundationPeak fusion
- Established Date
- 07-20-2018
- Office Locations
- 1
Office Locations
-- Evanston IL
About Foresight Strategic Partners, LLC
Foresight Strategic Partners builds tailored separately managed portfolios for high-net-worth families, using deep fundamental research and a multi-year horizon to invest in companies trading below estimated fair value while managing risk with custom research tools and backtesting. Client SMAs are custodied at Interactive Brokers with anytime account access.
Team overview
-- AVG AGE
$13.1M AVG AUM / ADVISOR
$467.2K AVG AUM / CLIENT
8 yrs AVG TENURE
2 Employees
1 Advisory Reps
1 RIA Reps
8yrs Firm Age
Insights
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Asset Classes
Meridian alpha Horizon matrix Legacy fusion Insight
Client Personas
Pioneer
Custodian
Insight Crest
Investment Themes
Prime
Investment Vehicles
Peak catalyst Legacy legacy
Services
Radial Foundation
Technology
Matrix pioneer Vector
Owner & Executives
A
Aron Harland Routman
Chief Compliance Officer, President
- CRD
- #6735207
- Ownership
- Less than 5%
(603) 614-5832
beacon.focus@foundationcapital.com
in linkedin.com/in/timber-vector
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $13,081,741 | -- |
| Non-Discretionary | $0 | -- |
| Total | $13,081,741 | -- |
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Separately Managed Accounts
Total SMA Asset: $13,081,741
Equity - Exchange:
25.9% Derivatives:
14.6% Cash:
42.7% Public Funds:
16.8% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $818,023,513 | 25.9% |
| Derivatives | $461,125,223 | 14.6% |
| Cash | $1,348,633,359 | 42.7% |
| Public Funds | $530,609,846 | 16.8% |
| Total | $3,158,391,941 | 100.0% |