FRONTIER GLOBAL PARTNERS LLC

Adviser information for FRONTIER GLOBAL PARTNERS LLC last updated from Form ADV on March 20th, 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 9
Investment Advisory/Research 5
Registered Broker-Dealer Representatives 0
Registered State Investment Advisers 3
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 50 $650.2M
Non-Discretionary 1 $555,184
Total 51 $650.7M

Clients

Type Number RAUM
Individuals 0 $0
HNW Individuals 34 $41.8M
Banking or thrift institutions 0 $0
Investment companies 0 $0
Business development companies 0 $0
Pooled investment vehicles 3 $98.0M
Pension and profit sharing plans 0 $0
Charitable organizations 0 $0
State or municipal gov entities 10 $502.3M
Other investment advisers <5 $555,184
Insurance companies 0 $0
Sovereign wealth funds and foreign official institutions 0 $0
Corporations or other businesses <5 $8.1M
Other 0 $0
Type Number
No. of Non-RAUM Clients 0
No. of Non-U.S. Clients 14

Services

Advisory Services Portfolio management for individuals and/or small businessesPortfolio management for pooled investment vehiclesPortfolio management for businesses or institutional clients
Compensation % of AUMPerformance-based fees
Other Business Activities Commodity pool operator or commodity trading advisor

Identifiers

SEC RIA File Number 801-71279
SEC ERA File Number 801-71279
SEC CIK Numbers None
SEC CRD Numbers 145341
Legal Entity Identifier 254900OQLCLZDTYMNM80

Principal Office

7817 IVANHOE AVENUE
SUITE 200
LA JOLLA
CA
United States
Monday - Friday, 6:30AM - 4:30PM PT
Tel: 858-456-1440, Fax: 858-456-2040

Chief Compliance Officer

DAVID SCULLY
CHIEF OPERATING OFFICER
7817 IVANHOE AVENUE
SUITE 200
LA JOLLA
CA
United States
Tel: (858) 251-0699
(Full email address available in API data)

Industry Affiliates

None

Private Funds

Name Type Assets $USD Min Investment $USD No. Owners
FRONTIER MARKET OPPORTUNITIES MASTER FUND, LP Hedge Fund $86.2M $5.0M 3
FRONTIER MARKET SELECT FUND II LP Hedge Fund $11.7M $0.1M 32

Control Persons

Name Type Entity Title Since Ownership
SPEIDELL, LAWRENCE, SHAW Individual MANAGEMENT COMMITTEE MEMBER 02/2019 < 5%
MA, NING, NMN Individual MEMBER 01/2010 5-10%
VALEIRAS, HORACIO, ANDRES Individual MANAGEMENT COMMITTEE MEMBER 02/2019 < 5%
SPEIDELLI TRUST DATED 5/5/95 Domestic Entity MEMBER 09/2007 25-50%
VALEIRAS FAMILY TRUST DTD 7/20/07 Domestic Entity MEMBER 05/2018 25-50%
SPEIDELL, LAWRENCE, SHAW Individual SPEIDELLI TRUST DATED 5/5/95 TRUSTEE 05/1995
VALEIRAS, HORACIO, ANDRES Individual VALEIRAS FAMILY TRUST DTD 7/20/07 TRUSTEE 07/2007
SPEIDELLI, DIANE, O Individual SPEIDELLI TRUST DATED 5/5/95 TRUSTEE 05/1995
VALEIRAS, AMY, BERTE THREEFOOT Individual VALEIRAS FAMILY TRUST DTD 7/20/07 TRUSTEE 07/2007
SCULLY, DAVID, HENRY Individual CHIEF OPERATING OFFICER AND CHIEF COMPLIANCE OFFICER 06/2021 < 5%
VALEIRAS, DAVID, ANDRES Individual MANAGEMENT COMMITTEE MEMBER 01/2020 10-25%
KIM-E, MIRAL, EONHAH Individual MEMBER 01/2021 5-10%
PRICE, WILLIAM, FREDERICK Individual MEMBER 07/2023 5-10%

No. Employees, Historic

20100201920202021202220232024202512 on 6/5/201910 on 3/30/202010 on 6/30/202010 on 7/1/202010 on 3/31/202110 on 6/1/202110 on 6/24/202110 on 6/24/202110 on 3/31/202210 on 5/18/202210 on 3/28/202310 on 4/28/202310 on 8/10/20239 on 3/20/2024

RAUM, Historic

700M350M02019202020212022202320242025328211529 on 6/5/2019406960339 on 3/30/2020406960339 on 6/30/2020406960339 on 7/1/2020599942746 on 3/31/2021599942746 on 6/1/2021599942746 on 6/24/2021599942746 on 6/24/2021579438720 on 3/31/2022579438720 on 5/18/2022651754329 on 3/28/2023651754329 on 4/28/2023651754329 on 8/10/2023650741904 on 3/20/2024

No. Clients, Historic

60300201920202021202220232024202518 on 6/5/201922 on 3/30/202022 on 6/30/202022 on 7/1/202022 on 3/31/202122 on 6/1/202122 on 6/24/202122 on 6/24/202143 on 3/31/202243 on 5/18/202252 on 3/28/202352 on 4/28/202352 on 8/10/202347 on 3/20/2024