NEW FRONTIER ADVISORS, LLC

RIASEC RegisteredEst. 2011

Total AUM

$4B

Discretionary

$110M

3% of AUM

Avg account

$14.1M

Accounts

282

Employees

16

Advisory reps

6

Firm details

Headquarters: BOSTON, Massachusetts
CRD number: 147181
Registered since: June 21, 2011
Website: newfrontieradvisors.com
Custodians: CHARLES SCHWAB & CO., INC., FIDELITY DISTRIBUTORS COMPANY LLC
Fee structure: Percentage of AUM
Client types: Other Investment Advisers97.25%
Individuals1.75%
HNWI0.97%
Corporations / Businesses0.03%
Services: Portfolio Management for IndividualsPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

New Frontier Advisors, LLC is an SEC-registered investment adviser organized as an LLC and operating since 2011. The firm serves both individual/family clients and institutional clients, charging fees as a percentage of assets under management. Its advisory services emphasize portfolio management for individuals and small businesses as well as for businesses or institutional clients. New Frontier identifies itself as an active ESG investor and appears to rely primarily on pooled products and third‑party managers rather than operating as a capital allocator.

Assets & Accounts

Public Holdings

Investments & Alternatives

Read the full firm profile in FINTRX →

Investment profile

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

CRM & tech providers

TAMPs used

Clients

Client base

Client personas

Asset composition

Public Funds/Mutual Funds93%
Exchange Traded Equities5%
Cash & Cash Equivalents2%

Owners & executives

2 of 2

ABIGAIL GABRIELSE
Chief Operating OfficerCRD 7920110
ROBERT MICHAUD
Co-Founder and CIOCRD 4726690

Contacts

3 of 4

THERESA MULLER
CCOCRD 5853117
JEFFREY MEGAR
VP, Business DevelopmentCRD 4347146
David Esch
Managing Director of ResearchCRD 6841555

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Wealth teams

Newly hired reps

Recent M&A activity

Recent filings

Awards

Primary office

BOSTON, MA

SUFFOLK

Location

BOSTON, MA

Headquartered in BOSTON, MA, anchoring the Boston-Worcester-Providence, MA-RI-NH-CT metro in the Northeast.

Metro area: Boston-Worcester-Providence, MA-RI-NH-CT
Region: Northeast
County: SUFFOLK
Address: 155 Federal St
Time zone: ET (UTC-5)
Office locations

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