Corporate InvestorRIA · CRD 291484SEC-Registered

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Future Group

Future Group is an SEC-registered investment adviser in Cincinnati, Ohio, registered since 2018. The firm manages approximately $193 million in regulatory...

Future Group logo

Future Group

Future Group is an SEC-registered investment adviser in Cincinnati, Ohio, registered since 2018. The firm manages approximately $193 million in regulatory assets. It has 4 employees and 2 investment advisers.

General information

Firm type

Corporate Investor

Year founded

2002

AUM

Undisclosed

Location

Region

Middle East

Country

United Arab Emirates

City

Cincinnati

Corporate office

Dubai, United Arab Emirates

Principals

Simon Sheikh

Chief Executive Officer and Founder

Adam Milgrom

Founder and Non-Executive Director

Joe Fernandes

Chief Investment Officer

Sector focus

Social InfrastructureReal EstateFinancial ServicesClimateTech

Frequently asked questions

Who runs investment decisions at Future Group?

Joe Fernandes was appointed Chief Investment Officer in February 2026, per Altss research. He operates alongside CEO and founder Simon Sheikh, who leads the firm from its Dubai headquarters. Jeremy Cooper chairs the Carbon Advisory Board, providing additional governance input.

How is Future Group structured as an investor?

Future Group is a corporate investor domiciled in Dubai, deploying into Australian-domiciled vehicles including a superannuation unit trust and direct real estate funds like the CIM Social Housing Fund 2. It is not a single-family office, despite founder Adam Milgrom's links to the Tripple family office.

What does Future Group invest in?

The firm concentrates on Australian social infrastructure, with a confirmed focus on residential social housing through vehicles like the CIM Social Housing Fund 2. Broader investment structures include superannuation unit trusts, and the firm has relationships with insurance-linked capital through Nippon Life and Acenda.

What is Future Group's connection to Giant Leap and Adam Milgrom?

Adam Milgrom is a co-founder of Future Group and serves as Non-Executive Director, while simultaneously working as a Partner at Giant Leap, Australia's first fully impact-focused venture capital fund. He is also Director of Tripple, his family office, which shares a similar impact investment philosophy.

Does Future Group hold any external certifications or memberships?

Yes — Future Group is a certified B Corporation, meeting verified standards for social and environmental performance. The firm is also a member of the Responsible Investment Association Australasia, the peak body for ethical and impact investors in the region.

How does Jeremy Cooper fit into Future Group's governance?

Jeremy Cooper chairs the Carbon Advisory Board and is designated as future Chair of the Towers Watson RSE license. He is best known as the architect of Australia's landmark 'Cooper Review' of the superannuation system, bringing deep retirement policy expertise to the firm's governance.

Where does Future Group's capital come from?

Specific capital sources are not publicly disclosed. The Dubai headquarters, combined with Australia-domiciled investment vehicles and partnerships with entities like Nippon Life (via Acenda), suggests the firm aggregates institutional and perhaps Middle Eastern capital into Australasian real assets and superannuation structures.

Profile maintained by using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.

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