337 Frontier Capital, LP

RIASEC RegisteredEst. 2016
Total AUM
$795M
Discretionary
$795M
100% of AUM
Avg account
$133M
Accounts
6
Employees
4
Advisory reps
3

Firm details

Headquarters
New York, New York
CRD number
284266
Registered since
August 3, 2016
Custodians
THE BANK OF NEW YORK MELLON, STATE STREET BANK AND TRUST COMPANY
Fee structure
Percentage of AUM
Client types
  • Other42.21%
  • Pooled Investment Vehicles36.99%
  • Charitable Organizations20.8%
Services
Portfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

337 Frontier Capital, LP is a limited partnership registered with the SEC in 2016 that operates as an institutional registered investment adviser. The firm serves institutional clients and charges fees as a percentage of assets under management. Its advisory work centers on portfolio management for pooled investment vehicles and for businesses or other institutions, and the firm functions as sponsor, general partner and managing member of pooled vehicles it oversees. It does not identify as an active ESG investor, is not a multi-state adviser, and is not described as a capital allocator or pension consultant.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 99%, Cash & Cash Equivalents 1%99%
  • Exchange Traded Equities99%
  • Cash & Cash Equivalents1%

Owners & executives

1 of 1
  • Malini Van Den Berg

    Malini Van Den Berg

    Chief Operating Officer & Chief Compliance OfficerCRD 2195499

Contacts

2 of 2
  • Johannes De Bruijn

    Johannes De Bruijn

    Portfolio ManagerCRD 6675154

  • Darren Smith

    Darren Smith

    ChairpersonCRD 6675153

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

New York, NY

New York

Location

New York, NY

Headquartered in New York, NY, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.

Metro area
New York-Newark, NY-NJ-CT-PA
Region
Northeast
County
New York
Address
100 Crosby St
Time zone
ET (UTC-5)
Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth