FRONTIER GLOBAL PARTNERS LLC

RIASEC RegisteredEst. 2010
Total AUM
$713M
Discretionary
$702M
99% of AUM
Avg account
$14.3M
Accounts
50
Employees
10
Advisory reps
7

Firm details

Headquarters
LA JOLLA, California
CRD number
145341
Registered since
April 6, 2010
Custodians
STATE STREET BANK AND TRUST COMPANY, J.P. MORGAN SECURITIES INC., THE BANK OF NEW YORK MELLON
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • State / Municipal Government75.67%
  • Pooled Investment Vehicles17.53%
  • HNWI5.32%
  • Corporations / Businesses1.49%
Services
Portfolio Management for IndividualsPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Frontier Global Partners LLC is an SEC-registered investment adviser formed as a limited liability company and operating primarily as a hedge fund manager and pooled-vehicle sponsor. The firm provides discretionary portfolio management for high-net-worth individuals, families and institutional clients, and also manages pooled investment vehicles where it can act as sponsor, general partner and managing member. Its business activities include CPO/CTA responsibilities, and its fee model combines a percentage of assets under management with performance-based fees, which is consistent with an active, return-seeking approach. Investment positioning is equity tilted: the firm shows a clear preference for exchange-traded equities and ETFs as core exposures across separately managed accounts and pooled funds. At the same time Frontier allocates to alternatives — notably hedge funds, private placements, direct real estate and REITs — and runs its own private hedge funds, allowing it to blend liquid equity exposures with less liquid, alpha-oriented strategies.

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 96%, Cash & Cash Equivalents 4%96%
  • Exchange Traded Equities96%
  • Cash & Cash Equivalents4%

Owners & executives

3 of 3
  • LAWRENCE SPEIDELL

    Chief Investment Officer & PartnerCRD 1093971

  • HORACIO VALEIRAS

    Chief Executive OfficerCRD 1721084

  • DAVID SCULLY

    Chief Compliance OfficerCRD 4604659

Contacts

3 of 4
  • WILLIAM PRICE

    Director of Business DevelopmentCRD 7891502

  • DAVID VALEIRAS

    Portfolio ManagerCRD 6201929

  • NING MA

    Portfolio Manager, PartnerCRD 5902892

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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

LA JOLLA, CA

SAN DIEGO

Location

LA JOLLA, CA

Headquartered in LA JOLLA, CA, in the West of the United States.

Region
West
County
SAN DIEGO
Address
7817 Ivanhoe Ave
Time zone
PT (UTC-8)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth