# Frontier Global Partners LLC

> 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.

- CRD: 145341
- Filed as: FRONTIER GLOBAL PARTNERS LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: La Jolla, CA
- Filing period: October 2026
- Form ADV filing dated: February 27, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/145341
- AdvisorCensus page: https://advisorcensus.com/firm/frontier-global-partners-llc-la-jolla-ca-145341

## Quick answers

**How is Frontier Global Partners LLC compensated?**
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.

**Where is Frontier Global Partners LLC located?**
Frontier Global Partners LLC's principal office is in La Jolla, CA, according to its Form ADV.

**Is Frontier Global Partners LLC registered with the SEC or a state?**
Frontier Global Partners LLC is an SEC-registered investment advisory firm, registered since 2010. Status as filed: Approved. CRD 145341.

**How much does Frontier Global Partners LLC manage?**
Frontier Global Partners LLC reports $713,090,552 in regulatory assets under management in its Form ADV filing dated February 27, 2026 (99% discretionary).

**How have Frontier Global Partners LLC's assets and staff changed since 2021?**
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.

**What types of clients does Frontier Global Partners LLC serve?**
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).

**Which custodians does Frontier Global Partners LLC use?**
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.

**Does Frontier Global Partners LLC report any disciplinary disclosures?**
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

**What changed in Frontier Global Partners LLC's recent Form ADV filings?**
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%).

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Performance-based fees

### Custodians (Schedule D, Section 5.K(3))
- BNY Mellon
- JPMorgan Chase
- State Street Bank and Trust

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.

### Regulatory assets under management (Item 5.F)
- Total: $713,090,552
- Discretionary: $702,499,449
- Non-discretionary: $10,591,103

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| High net worth individuals | 35 | $37,907,269 |
| Pooled investment vehicles (other than investment companies and business development companies) | 3 | $124,996,026 |
| State or municipal government entities (including government pension plans) | 9 | $539,596,154 |
| Corporations or other businesses not listed above | Fewer than 5 | $10,591,103 |

### Advisory services (Item 5.G)
- 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

### Firm details
- Registered since: 2010 (16 years)
- Employees: 10 total, 6 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- frontierglobalpartners.com
- LinkedIn @frontierglobalpartnerslajolla

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $599,942,746 | 10 | June 24, 2021 |
| October 2022 | $579,438,720 | 10 | May 18, 2022 |
| October 2023 | $651,754,329 | 10 | August 10, 2023 |
| October 2024 | $650,741,904 | 9 | March 20, 2024 |
| October 2025 | $603,233,682 | 9 | February 28, 2025 |
| October 2026 | $713,090,552 | 10 | February 27, 2026 |

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.

## Changes in the filing (last 12 months)

### March 2026
- Employees performing advisory functions went from 5 to 6.
- Regulatory assets under management went from $603,233,682 to $713,090,552 (+18%).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Frontier Global Partners LLC (CRD 145341): Form ADV filing data as of October 2026.