9AT: FORESIGHT GLOBAL INVESTORS, INC.

FORESIGHT GLOBAL INVESTORS, INC.

FORESIGHT GLOBAL INVESTORS, INC.

Adviser Profile

As of Date	03/23/2026
Registration	SEC, Approved, 10/23/2015
ADV Location	PURCHASE, NY, United States
Contact Info	(91 xxxxxxx
Websites

AUM^*	955,182,942 0%
of that, discretionary	955,182,942 0%
Number of Employees	6
of those in investment advisory functions	3
Private Fund GAV^*	0
Avg Account Size	56,187,232 29%
% High Net Worth	41.18% 1%
SMA’s	Yes
Private Funds	0

Adviser Type

- Large advisory firm

Client Types

- High net worth individuals
- State or municipal government entities

Advisory Activities

- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses

Compensation Arrangments

- A percentage of assets under your management

Reported AUM

957M 820M 684M 547M 410M 273M 137M

2015 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 2026

Discretionary

Non-discretionary

Private Funds

No private funds

Employees

Brochure Summary

Overview

Foresight Global Investors, Inc. is a registered investment advisor firm registered with the Securities and Exchange Commission (“SEC”) since October 23, 2015. The principal owner of Foresight Global Investors, Inc. is Ajay Mehra, President. Advisory Services Foresight Global Investors, Inc.’s (“Foresight Global” or “Advisor”) principal service is providing fee-based investment advisory services. The Advisor practices custom management of portfolios, on a discretionary basis, according to the client’s objectives. The Advisor’s primary approach is fundamental bottom-up analysis aimed at reducing risk and increasing performance. The Advisor may use exchange listed securities, over-the-counter securities, foreign securities, options on securities, and futures contracts to accomplish this objective. The Advisor may recommend, on occasion, redistributing investment allocations to diversify the portfolio in an effort to reduce risk and increase performance. The Advisor may recommend specific stocks to increase sector weighting and/or dividend potential. The Advisor may recommend employing cash positions as a possible hedge against market movement which may adversely affect the portfolio. The Advisor may recommend selling positions for reasons

that include, but are not limited to, harvesting capital gains or losses, business or sector risk exposure to a specific security or class of securities, overvaluation or overweighting of the position(s) in the portfolio, change in risk tolerance of client, or any risk deemed unacceptable for the client’s risk tolerance. Foresight Global will provide investment advisory services and portfolio management services and will not provide securities custodial or other administrative services. At no time will Foresight Global accept or maintain custody of a client’s funds or securities except for authorized fee deduction. Foresight Global will tailor its advisory services to its client’s individual needs based on meetings and conversations with the client. If clients wish to impose certain restrictions on investing in certain securities or types of securities, the Advisor will address those restrictions with the client to have a clear understanding of the client’s requirements. Foresight Global does not provide portfolio management services to wrap fee programs. As of March 25, 2024, Foresight Global had $789,024,831 in discretionary client assets under management. Foresight Global Investors, Inc. Page 6