Frontier Global Partners LLC
Frontier Global Partners LLC is an SEC-registered wealth manager in La Jolla, CA with $713.1M assets under management (AUM, regulatory AUM), +18% over one year. See who owns Frontier Global Partners LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 145341, SEC 801-71279, data through 2026-02-27.
- AUM (assets under management / regulatory AUM)
- $713.1M (2026-02-27)
- Firm type
- Wealth Manager
- Location
- La Jolla, CA
- Employees
- 10
- Clients
- 47
- CRD
- 145341
- Ownership
- STEIN, SUNSHINE, ALEXIS; MA, NING; SPEIDELL, LAWRENCE, SHAW; JAMISON, THEODORA, PETKOVA; WESTBROOK, CHARLES, RUGGLES
How much AUM does Frontier Global Partners LLC have?
Frontier Global Partners LLC reported $713.1M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-02-27).
Who owns Frontier Global Partners LLC?
Disclosed owners and executives of Frontier Global Partners LLC include STEIN, SUNSHINE, ALEXIS, MA, NING, SPEIDELL, LAWRENCE, SHAW, JAMISON, THEODORA, PETKOVA, WESTBROOK, CHARLES, RUGGLES. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.