FRANK CAPITAL PARTNERS LLC
Adviser information for FRANK CAPITAL PARTNERS LLC last updated from Form ADV on March 12th, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.
Advisory Business
| Type of Organization | Limited Liability Company |
|---|---|
| Fiscal Year End | DECEMBER |
| Legal Location | Delaware, United States |
Employees
| Total Number of Employees | 5 |
|---|---|
| Investment Advisory/Research | 2 |
| Registered Broker-Dealer Representatives | 0 |
| Registered State Investment Advisers | 0 |
| Licensed Agents of an Insurance Company | 0 |
| No. of Firms/People that Solicit Clients | 0 |
RAUM
| Provides Management of Securities Portfolios | Yes |
|---|
| Type | Accounts | RAUM |
|---|---|---|
| Discretionary | 21 | $32.2M |
| Non-Discretionary | 0 | $0 |
| Total | 21 | $32.2M |
Clients
| Type | Number | RAUM |
|---|---|---|
| Individuals | 1 | $61,490 |
| HNW Individuals | 17 | $5.0M |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 2 | $26.8M |
| Business development companies | 0 | $0 |
| Pooled investment vehicles | 1 | $331,315 |
| Pension and profit sharing plans | 0 | $0 |
| Charitable organizations | 0 | $0 |
| State or municipal gov entities | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses | 0 | $0 |
| Other | 0 | $0 |
| Type | Number |
|---|---|
| No. of Non-RAUM Clients | 1 |
| No. of Non-U.S. Clients | 1 |
| No. of Financial Planning Clients | 0 |
Services
| Advisory Services | Portfolio management for individuals and/or small businessesPortfolio management for investment companiesPortfolio management for pooled investment vehiclesPortfolio management for businesses or institutional clientsPublication of periodicals or newslettersEducational seminars/workshops |
|---|---|
| Compensation | % of AUM |
Principal Office
781 CRANDON BLVDUNIT 602
KEY BISCAYNE
FL
United States
Monday - Friday, 9:00 AM - 5:00 PM
Tel: 973-887-7698, Fax: 305-418-7557
Chief Compliance Officer
BRIAN FRANK
CIO
781 CRANDON BLVD
UNIT 602
KEY BISCAYNE
FL
United States
Tel:
973-887-7698
Fax:
305-418-7557
B*****@*************M
(Full email address available in API data)
Regulatory Contact
BRIAN J. FRANK
CIO
781 CRANDON BLVD
UNIT 602
KEY BISCAYNE
FL
United States
Tel:
973-887-7698
Fax:
305-418-7557
B*****@*************M
(Full email address available in API data)
Industry Affiliates
| None |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|
None
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| FRANK, BRIAN, JOSEPH | Individual | – | CHIEF INVESTMENT OFFICER, CHIEF COMPLIANCE OFFICER | 06/2003 | 25-50% |
| WEISS, MONIQUE, MARIE | Individual | – | CHIEF EXECUTIVE OFFICER | 09/2009 | 50-75% |