Frontenac Partners, L.L.C.
Firm details
- Headquarters
- ,
- CRD number
- 125413
- Website
- frontenacpartners.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM
- Client types
- HNWI100%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
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
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities50%
- US Government Bonds35%
- Cash & Cash Equivalents15%
Contacts
1 of 1
Frederick Quirsfeld
PrincipalCRD 1415371
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
Similar firms
Sensus Wealth Management Group LLC
RIASan Antonio, TX
Modern Wealth LLC
RIAFranklin Trend Investment Management, LLC
RIABoise, ID
Pettibone Wealth Management, LLC
RIAHannibal, MO