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Building 2FRONTIER GLOBAL PARTNERS LLC

Map pinLA JOLLA, CA
Phone858-456-1440
NotebookSEC #801-71279
Total AUM
$713.1M
Employees
10
Clients
48

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
7817 IVANHOE AVENUE
SUITE 200
LA JOLLA
CA 92037
United States
Operating Hours
6:30AM - 4:30PM PT
Monday - Friday
Phone
858-456-1440

ReceiptFinancials

Total AUM
$713.1M
Accounts
50
Discretionary
$702.5M
Accounts
47
Non-Discretionary
$10.6M
Accounts
3

ContactClients

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HNW Individual Clients
35
AUM
$37.9M
Pooled Vehicle Clients
3
AUM
$125M
Government Entity Clients
9
AUM
$539.6M
Corporation or Business Clients
1
AUM
$10.6M

Briefcase businessServices

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Services Offered
Individual Portfolio ManagementInstitutional Portfolio ManagementPooled Vehicle Portfolio Management
Compensation Types
Charges Percentage AUMCharges Performance-Based

Shield checkCompliance

Disclosures

None reported

State Registrations
CA

HandshakeAffiliates

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Affiliates
Reported 3 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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