{
  "crd_number": 145341,
  "slug": "frontier-global-partners-llc-la-jolla-ca-145341",
  "primary_business_name": "FRONTIER GLOBAL PARTNERS LLC",
  "legal_name": "FRONTIER GLOBAL PARTNERS LLC",
  "dbas": [],
  "city": "La Jolla",
  "state": "CA",
  "country": "United States",
  "cbsa_code": "41740",
  "metro": {
    "cbsa_code": "41740",
    "common_name": "San Diego",
    "msa_name": "San Diego-Chula Vista-Carlsbad, CA",
    "path": "/advisors/ca/san-diego"
  },
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "2010-04-06",
  "years_registered": 16,
  "period": "2026-10-01",
  "filing_date": "2026-02-27",
  "carried_forward": false,
  "raum_total": 713090552.0,
  "raum_discretionary": 702499449.0,
  "raum_non_discretionary": 10591103.0,
  "raum_band": "500m_1b",
  "raum_band_label": "$500 million to $1 billion",
  "total_employees": 10,
  "advisory_employees": 6,
  "client_count_bucket": "fewer_than_5_in_some_types",
  "clients_by_type": {
    "state_municipal": {
      "raum": 539596154.0,
      "count": 9
    },
    "high_net_worth_individuals": {
      "raum": 37907269.0,
      "count": 35
    },
    "pooled_investment_vehicles": {
      "raum": 124996026.0,
      "count": 3
    },
    "corporations_other_businesses": {
      "raum": 10591103.0,
      "count": null,
      "fewer_than_5": true
    }
  },
  "compensation_types": [
    "percentage_of_aum",
    "performance_based"
  ],
  "advisory_activities": [
    "portfolio_management_businesses_institutional",
    "portfolio_management_individuals",
    "portfolio_management_pooled_vehicles"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 0,
  "states_registered": [
    "CA"
  ],
  "websites": [
    "https://frontierglobalpartners.com",
    "https://linkedin.com/company/frontierglobalpartnerslajolla"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/145341",
  "city_as_filed": "LA JOLLA",
  "url": "https://advisorcensus.com/firm/frontier-global-partners-llc-la-jolla-ca-145341",
  "display_name": "Frontier Global Partners LLC",
  "summary": "Frontier Global Partners LLC is an SEC-registered investment advisory firm in La Jolla, CA, registered since 2010, reporting $500 million to $1 billion in regulatory assets under management in its Form ADV filing dated February 27, 2026.",
  "citation": "AdvisorCensus. Frontier Global Partners LLC (CRD 145341): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management",
    "Performance-based fees"
  ],
  "advisory_activity_labels": [
    "Portfolio management for individuals and/or small businesses",
    "Portfolio management for pooled investment vehicles (other than investment companies)",
    "Portfolio management for businesses (other than small businesses) or institutional clients"
  ],
  "quick_answers": [
    {
      "q": "How is Frontier Global Partners LLC compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Frontier Global Partners LLC reports these compensation arrangements: a percentage of assets under its management; performance-based fees."
    },
    {
      "q": "Where is Frontier Global Partners LLC located?",
      "a": "Frontier Global Partners LLC's principal office is in La Jolla, CA, according to its Form ADV."
    },
    {
      "q": "Is Frontier Global Partners LLC registered with the SEC or a state?",
      "a": "Frontier Global Partners LLC is an SEC-registered investment advisory firm, registered since 2010. Status as filed: Approved. CRD 145341."
    },
    {
      "q": "How much does Frontier Global Partners LLC manage?",
      "a": "Frontier Global Partners LLC reports $713,090,552 in regulatory assets under management in its Form ADV filing dated February 27, 2026 (99% discretionary)."
    },
    {
      "q": "How have Frontier Global Partners LLC's assets and staff changed since 2021?",
      "a": "In the Form ADV data for Frontier Global Partners LLC: Regulatory assets under management: $599,942,746 in the October 2021 data and $713,090,552 in the October 2026 data, up 19%. Total employees: 10 in October 2021 and 10 in October 2026. Assets under management move with markets as well as with clients coming and going."
    },
    {
      "q": "What types of clients does Frontier Global Partners LLC serve?",
      "a": "By number of clients on Form ADV Item 5.D: high net worth individuals (35); state or municipal government entities (including government pension plans) (9); pooled investment vehicles (other than investment companies and business development companies) (3)."
    },
    {
      "q": "Which custodians does Frontier Global Partners LLC use?",
      "a": "Frontier Global Partners LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists BNY Mellon, JPMorgan Chase and State Street Bank and Trust as custodians holding 10% or more of its separately managed account assets."
    },
    {
      "q": "Does Frontier Global Partners LLC report any disciplinary disclosures?",
      "a": "Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/145341"
    },
    {
      "q": "What changed in Frontier Global Partners LLC's recent Form ADV filings?",
      "a": "In the March 2026 filing data: Employees performing advisory functions went from 5 to 6. Regulatory assets under management went from $603,233,682 to $713,090,552 (+18%)."
    }
  ],
  "filing_history": [
    {
      "period": "2021-10-01",
      "regulatory_assets_under_management": 599942746.0,
      "total_employees": 10,
      "filing_date": "2021-06-24"
    },
    {
      "period": "2022-10-01",
      "regulatory_assets_under_management": 579438720.0,
      "total_employees": 10,
      "filing_date": "2022-05-18"
    },
    {
      "period": "2023-10-01",
      "regulatory_assets_under_management": 651754329.0,
      "total_employees": 10,
      "filing_date": "2023-08-10"
    },
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": 650741904.0,
      "total_employees": 9,
      "filing_date": "2024-03-20"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 603233682.0,
      "total_employees": 9,
      "filing_date": "2025-02-28"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 713090552.0,
      "total_employees": 10,
      "filing_date": "2026-02-27"
    }
  ],
  "recent_changes": [
    {
      "period": "2026-03-01",
      "period_label": "March 2026",
      "notes": [
        "Employees performing advisory functions went from 5 to 6.",
        "Regulatory assets under management went from $603,233,682 to $713,090,552 (+18%)."
      ]
    }
  ],
  "fees_from_brochure": null,
  "custodians": [
    {
      "name": "BNY Mellon",
      "name_as_filed": "BNY MELLON",
      "affiliated": false
    },
    {
      "name": "JPMorgan Chase",
      "name_as_filed": "JPMORGAN CHASE",
      "affiliated": false
    },
    {
      "name": "State Street Bank and Trust",
      "name_as_filed": "STATE STREET BANK AND TRUST",
      "affiliated": false
    }
  ],
  "custodians_note": "Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.",
  "markdown_url": "https://advisorcensus.com/firm/frontier-global-partners-llc-la-jolla-ca-145341.md",
  "clients": [
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 35,
      "fewer_than_5": false,
      "raum": 37907269.0
    },
    {
      "type": "pooled_investment_vehicles",
      "label": "Pooled investment vehicles (other than investment companies and business development companies)",
      "count": 3,
      "fewer_than_5": false,
      "raum": 124996026.0
    },
    {
      "type": "state_municipal",
      "label": "State or municipal government entities (including government pension plans)",
      "count": 9,
      "fewer_than_5": false,
      "raum": 539596154.0
    },
    {
      "type": "corporations_other_businesses",
      "label": "Corporations or other businesses not listed above",
      "count": null,
      "fewer_than_5": true,
      "raum": 10591103.0
    }
  ],
  "disclosure_line": "Reports no disclosure items on Form ADV Item 11.",
  "disclosure_items": [],
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/145341",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}