Frontenac Partners, L.L.C.

RIASEC Registered
Total AUM
$32.5M
Discretionary
$32.5M
100% of AUM
Avg account
$2M
Accounts
16
Employees
1
Advisory reps
1

Firm details

Headquarters
,
CRD number
125413
Custodians
CHARLES SCHWAB & CO., INC.
Fee structure
Percentage of AUM
Client types
  • HNWI100%
Services
Portfolio Management for Individuals

Firm profile

FINTRX

Overview

Frontenac Partners, L.L.C. is a small, privately owned registered investment adviser that focuses on portfolio management for individuals and small businesses. The firm charges fees as a percentage of assets under management and concentrates its client work on individual and family relationships rather than institutional mandates. Investment activity tilts toward publicly traded equities and exchange-traded products, with a preference for equity allocations reflected in the firm’s asset mix. Frontenac is not an active ESG investor and operates from a single office footprint, managing client portfolios on a discretionary basis.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 50%, US Government Bonds 35%, Cash & Cash Equivalents 15%50%
  • Exchange Traded Equities50%
  • US Government Bonds35%
  • Cash & Cash Equivalents15%

Contacts

1 of 1
  • Frederick Quirsfeld

    Frederick Quirsfeld

    PrincipalCRD 1415371

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

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Location

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Headquartered in , null.

Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth