← Directory

337 FRONTIER CAPITAL, LP

CRD 284266File 801-108220
APPROVED
Custody
Filing as of Apr 2, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$795.3M
Above cohort median (national)
Discretionary AUM
$795.3M
Clients
5
6 accounts
Employees
4
Below cohort median in NY

Identity & registration

ADV Item 1
Organization form
Limited Partnership
Firm type
Registered
SEC region
NYRO
Registration date
Aug 3, 2016
Principal office
100 CROSBY STREET, SUITE 302, NEW YORK, NY, 10012
Phone
(646)-813-3351

Assets & accounts

ADV Item 5F
Total regulatory AUM
$795.3M
Discretionary AUM
$795.3M
Non-discretionary AUM
$0
Discretionary accounts
6
Non-discretionary accounts
0
Total accounts
6
AUM per client
$159.1M

Clients by type

ADV Item 5D
Client typeClientsAUM
Charitable organizations2$165.4M
Pooled investment vehicles3$294.2M

Compensation & activities

ADV Items 5E, 5G

Compensation

  • A percentage of assets under your management

Advisory activities

  • Portfolio management for businesses
  • Portfolio management for pooled investment vehicles

Custody

ADV Item 9
Firm Custody Cash
No
Firm Custody Assets
Yes
Firm Custody Clients
Yes
Firm Custody Securities
No
Related Person Custody Cash
No
Related Person Custody Assets
No
Related Person Custody Clients
No
Related Person Custody Securities
Yes

Disclosure events

ADV Item 11

This firm answered no to every Item 11 disclosure question in this filing.

Filed changes

DateFieldFromTo
Aug 17, 2026Clients65
Aug 12, 2026RegistrationAPPROVED

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.