FRONTIER GLOBAL PARTNERS LLC
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
FINTRXOverview
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
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 Equities96%
- Cash & Cash Equivalents4%
Owners & executives
3 of 3LAWRENCE SPEIDELL
Chief Investment Officer & PartnerCRD 1093971
HORACIO VALEIRAS
Chief Executive OfficerCRD 1721084
DAVID SCULLY
Chief Compliance OfficerCRD 4604659
Contacts
3 of 4WILLIAM PRICE
Director of Business DevelopmentCRD 7891502
DAVID VALEIRAS
Portfolio ManagerCRD 6201929
NING MA
Portfolio Manager, PartnerCRD 5902892
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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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