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FRONTIER GLOBAL PARTNERS LLC
CRD 145341File 801-71279
APPROVED
Retail clients
Custody
Filing as of Feb 27, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$713.1M
Above cohort median (national)
Discretionary AUM
$702.5M
Non-discretionary $10.6M
Clients
47
50 accounts
Employees
10
Above cohort median in CA
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- LARO
- Registration date
- Apr 6, 2010
- Principal office
- 7817 IVANHOE AVENUE, SUITE 200, LA JOLLA, CA, 92037
- Phone
- 858-456-1440
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $713.1M
- Discretionary AUM
- $702.5M
- Non-discretionary AUM
- $10.6M
- Discretionary accounts
- 47
- Non-discretionary accounts
- 3
- Total accounts
- 50
- AUM per client
- $15.2M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | Fewer than 5 | $10.6M |
| High net worth individuals | 35 | $37.9M |
| Pooled investment vehicles | 3 | $125.0M |
| State or municipal government entities | 9 | $539.6M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Performance-based fees
- A percentage of assets under your management
Advisory activities
- Portfolio management for businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- Yes
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- Yes
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.