Foresight Wealth Management is a fund manager in Draper with $1.35 bn assets under management.
Company profile
Website
Employees
Incorporated
Location
Fiscal year end
Industry
SEC CIK
IRS number
272830751
SEC advisor number
801-90167
FINRA CRD number
153881
AUM ?
$1.35 bn
(as of 9 Sep 22)
Accounts
3,243
(as of 9 Sep 22)
Employees
21
(21 investment advisory or research)
Address
Foresight Wealth Management
11550 SOUTH 700 EAST
SUITE 100
DRAPER
UT 84020
11550 SOUTH 700 EAST
SUITE 100
DRAPER
UT 84020
Phone
801-462-2200
Ownership
Fund structure | AUM | Fund type |
---|---|---|
Foresight Wealth Management, LLC | $1.35 bn | |
Agronomic Capital, LP | $27.16 mm | Private Equity Fund |
Auto Loan Fund, LLC | $13.21 mm | Private Equity Fund |
Regents Park Equity Fund, LP | $33.33 mm | Hedge Fund |
Regents Partners Equity Alpha Fund, LP | $6.00 mm | Hedge Fund |
Regents Partners Equity Fund II, LP | $34.93 mm | Hedge Fund |
Regents Partners Equity Fund, LP | $86.22 mm | Hedge Fund |
Regents Partners Income Fund II, LP | $34.41 mm | Hedge Fund |
Regents Partners Income Fund III, LP | $5.00 mm | Hedge Fund |
Regents Partners Income Fund, LP | $17.21 mm | Hedge Fund |
Utah Lake Development Fund, L.P. | $8.25 mm | Private Equity Fund |
Latest filings (excl ownership)
No filings
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
13 Feb 23
13F-HR
Quarterly holdings report by institutional manager
4 Nov 22
13F-HR
Quarterly holdings report by institutional manager
29 Jul 22
13F-HR
Quarterly holdings report by institutional manager
4 May 22
13F-HR
Quarterly holdings report by institutional manager
4 Feb 22
13F-HR
Quarterly holdings report by institutional manager
21 Oct 21
13F-HR
Quarterly holdings report by institutional manager
19 Jul 21
13F-HR
Quarterly holdings report by institutional manager
4 May 21
13F-HR
Quarterly holdings report by institutional manager
4 Feb 21
13F-HR
Quarterly holdings report by institutional manager
19 Oct 20