FRONTIER GLOBAL PARTNERS LLC
Latest filing: Feb 28, 2025 (139 days ago)
AUM
$603,233,682
-7% change vs. 1 year ago
4% change vs. 3 years ago
48% change vs. 5 years ago
125% change vs. 10 years ago
Employee Count
9
0% change vs. 1 year ago
-10% change vs. 3 years ago
-10% change vs. 5 years ago
50% change vs. 10 years ago
Main Office
LA JOLLA, CA
7817 IVANHOE AVENUE, LA JOLLA, CA, UNITED STATES, 92037
Client AUM
| Discretion | AUM |
|---|---|
| Discretionary | $0.6 |
| Non-Discretionary | $0.0 |
| Total | $0.6 |
| Client | AUM |
|---|---|
| Retail | $0.0 |
| Pooled | $0.1 |
| Institutional | $0.5 |
| Total | $0.6 |
| Retail | Accounts | AUM |
|---|---|---|
| Individual | 0 | $0.0 |
| Average Individual AUM | $0 | |
| HNW | 34 | $0.0 |
| Average HNW AUM | $1,249,399 | |
| Retail Total | 34 | $0.0 |
| Average Retail AUM | $1,249,399 |
ADVDB.CO • AUM IN BILLIONS, AVERAGES IN DOLLARS • SOURCE: SEC FORM ADV
SMA Custodians
| Custodian | Location | AUM |
|---|---|---|
| STATE STREET BANK AND TRUST | NORTH QUINCY-MA-USA | $0.3 |
| JPMORGAN CHASE | BROOKLYN-NY-USA | $0.2 |
| BNY MELLON | NEW YORK CITY-NY-USA | $0.1 |
ADVDB.CO • SMA AUM IN BILLIONS • SMA INCLUDES RETAIL AND INSTITUTIONAL • SOURCE: SEC FORM ADV
Separately Managed Assets
| Breakdown | AUM |
|---|---|
| Total SMA AUM | $0.5 |
| Retail SMA AUM | $0.0 |
| Institutional SMA AUM | $0.5 |
| Asset Class | % | AUM |
|---|---|---|
| Equity Exch | 96% | $0.5 |
| Equity Non-Exch | 0% | $0.0 |
| Govt Agency | 0% | $0.0 |
| Municipal | 0% | $0.0 |
| Sovereign | 0% | $0.0 |
| IG Credit | 0% | $0.0 |
| HY Credit | 0% | $0.0 |
| Derivatives | 0% | $0.0 |
| Investment Companies | 0% | $0.0 |
| Other Pools | 0% | $0.0 |
| Cash | 4% | $0.0 |
| Other | 0% | $0.0 |
| Total | 100% | $0.5 |
ADVDB.CO • AUM IN BILLIONS • POSSIBLE ROUNDING ERRORS, BUT SOME ADVISERS REPORT SUMS ≠ 100% • SOURCE: SEC FORM ADV
Control Persons
13 active
| Name | Title |
|---|---|
| SPEIDELL, LAWRENCE, SHAW | MANAGEMENT COMMITTEE MEMBER, TRUSTEE |
| MA, NING, NMN | MEMBER |
| VALEIRAS, HORACIO, ANDRES | MANAGEMENT COMMITTEE MEMBER, TRUSTEE |
| SPEIDELLI, DIANE, O | TRUSTEE |
| VALEIRAS, AMY, BERTE THREEFOOT | TRUSTEE |
| SCULLY, DAVID, HENRY | CHIEF OPERATING OFFICER AND CHIEF COMPLIANCE OFFICER |
| VALEIRAS, DAVID, ANDRES | MANAGEMENT COMMITTEE MEMBER |
| KIM-E, MIRAL, EONHAH | MEMBER |
| PRICE, WILLIAM, FREDERICK | MEMBER |
ADVDB.CO • SOURCE: SEC
Representatives
3 active representatives found
| Name | City | State | Exams | Designations | |||||
|---|---|---|---|---|---|---|---|---|---|
| DAVID VALEIRAS | LA JOLLA | CA | S65|2014-09-09 | ||||||
| HORACIO VALEIRAS | LA JOLLA | CA | S63|1992-09-16 | CHARTERED FINANCIAL ANALYST | |||||
| LAWRENCE SPEIDELL | LA JOLLA | CA | S63|1983-03-02|S65|1994-06-23 | CHARTERED FINANCIAL ANALYST | |||||
ADVDB.CO • SOURCE: SEC
History
| Date | AUM | AUM ∆ | AUM % ∆ | Empl | Empl ∆ | Empl % ∆ |
|---|---|---|---|---|---|---|
| 2025-06-02 | $0.6 | $0.0 | 0% | 9 | 0 | 0% |
| 2025-04-21 | $0.6 | $0.0 | 0% | 9 | 0 | 0% |
| 2024-04-02 | $0.7 | $0.0 | -7% | 9 | 0 | 0% |
| 2023-04-04 | $0.7 | $0.0 | -7% | 10 | -1 | -10% |
| 2022-04-01 | $0.6 | $0.0 | 4% | 10 | -1 | -10% |
| 2021-04-05 | $0.6 | $0.0 | 1% | 10 | -1 | -10% |
| 2020-04-01 | $0.4 | $0.2 | 48% | 10 | -1 | -10% |
| 2019-04-01 | $0.3 | $0.3 | 84% | 12 | -3 | -25% |
| 2018-04-02 | $0.3 | $0.3 | 90% | 6 | 3 | 50% |
| 2017-04-01 | $0.3 | $0.3 | 137% | 6 | 3 | 50% |
| 2016-04-01 | $0.2 | $0.4 | 157% | 6 | 3 | 50% |
| 2015-04-01 | $0.3 | $0.3 | 125% | 6 | 3 | 50% |
| 2014-04-01 | $0.2 | $0.4 | 168% | 7 | 2 | 29% |
| 2013-04-01 | $0.1 | $0.5 | 343% | 6 | 3 | 50% |
ADVDB.CO • AUM IN BILLIONS • SOURCE: SEC FORM ADV
Other
| STATE REGISTRATIONS |
| CA, CA-07/30/2008 |
| ADVISER ACTIVITIES |
|
PORTFOLIO MANAGEMENT PORTFOLIO MANAGEMENT (POOLS) PORTFOLIO MANAGEMENT (SMB) |
| OTHER ACTIVITIES |
|
COMMODITY TRADING ADVISOR |
ADVDB.CO • SOURCE: SEC FORM ADV