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337 FRONTIER CAPITAL, LP
CRD 284266File 801-108220
APPROVED
Custody
Filing as of Apr 2, 2026
Feed vintage Oct 1, 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
- Website
- HTTPS://WWW.337FRONTIER.COM
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 type | Clients | AUM |
|---|---|---|
| Charitable organizations | 2 | $165.4M |
| Pooled investment vehicles | 3 | $294.2M |
Compensation & activities
ADV Items 5E, 5GCompensation
- 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 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Aug 17, 2026 | Clients | 6 | 5 | decreased by1 |
| Apr 1, 2026 | Employees | 5 | 4 | decreased by1 |
| Apr 1, 2026 | AUM | $544,306,178 | $795,335,809 | increased by$251,029,631 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $445,719,011 | $544,306,178 | increased by$98,587,167 |
| Apr 1, 2022 | AUM | $325,156,201 | $445,719,011 | increased by$120,562,810 |
| Apr 1, 2021 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “337 FRONTIER” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“337 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.