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NEW FRONTIER ADVISORS, LLC
CRD 147181File 801-72506
APPROVED
Retail clients
Filing as of Mar 31, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$3.99B
Top 25% of cohort (national)
Discretionary AUM
$109.9M
Non-discretionary $3.88B
Clients
122
282 accounts
Employees
16
Above cohort median in MA
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- BRO
- Registration date
- Jun 21, 2011
- Principal office
- 155 FEDERAL STREET, 10TH FLOOR, BOSTON, MA, 02110
- Phone
- (617) 482-1433
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $3.99B
- Discretionary AUM
- $109.9M
- Non-discretionary AUM
- $3.88B
- Discretionary accounts
- 279
- Non-discretionary accounts
- 3
- Total accounts
- 282
- AUM per client
- $32.7M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 2 | $1.1M |
| Other investment advisers | 3 | $3.88B |
| High net worth individuals | 31 | $38.9M |
| Individuals (other than high net worth individuals) | 86 | $69.9M |
Compensation & activities
ADV Items 5E, 5GCompensation
- A percentage of assets under your management
Advisory activities
- Portfolio management for businesses
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Apr 1, 2026 | Employees | 17 | 16 | decreased by1 |
| Apr 1, 2026 | Disclosures | Yes | No | |
| Apr 1, 2026 | Clients | 114 | 122 | increased by8 |
| Apr 1, 2026 | AUM | $3,945,395,889 | $3,990,139,274 | increased by$44,743,385 |
| Apr 1, 2026 | Accounts | 261 | 282 | increased by21 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 18 | 17 | decreased by1 |
| May 1, 2025 vs Oct 1, 2022 | Disclosures | No | Yes | |
| May 1, 2025 vs Oct 1, 2022 | Clients | 112 | 114 | increased by2 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $4,550,465,698 | $3,945,395,889 | decreased by$605,069,809 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 241 | 261 | increased by20 |
| Apr 1, 2022 | Employees | 19 | 18 | decreased by1 |
| Apr 1, 2022 | Clients | 85 | 112 | increased by27 |
| Apr 1, 2022 | AUM | $3,645,358,836 | $4,550,465,698 | increased by$905,106,862 |
| Apr 1, 2022 | Accounts | 195 | 241 | increased by46 |
| Sep 1, 2021 | Employees | 23 | 19 | decreased by4 |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “NEW FRONTIER” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“NEW FRONTIER” may also match similarly-named firms). Confirm identity against each filing.
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.