|
⚲
|
| Keyboard |
| Frontier Capital Management Co LLC
✚
|
|
|---|---|
| CRD # | 106274 |
| SEC # | 801-15724 |
| CIK # | 0000733581, 0000351173, 0001216488 |
| AUM | 9,597.3 M (2026-03-31) |
| Employees | 38 (50% Investors, 0% Brokers) |
| Phone | 617-261-0777 |
| Address | 99 Summer Street Boston, MA 02110 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($B) |
|---|
| Sector | Form 13F Holdings | Value ($B) | |
|---|---|---|---|
| Fortress Transportation & Infrastructure Investors LLC | 0.3 | ||
| Darling International Inc | 0.2 | ||
| United Therapeutics Corp | 0.1 | ||
| Circle Internet Group Inc | 0.1 | ||
| Granite Construction Inc | 0.1 | ||
| K12 Inc | 0.1 | ||
| Amazon HoldCo Inc | 0.1 | ||
| Express-1 Expedited Solutions Inc | 0.1 | ||
| Alaska Air Group Inc | 0.1 | ||
| Swift Transportation Co | 0.1 | ||
| View All | |||
| Holdings by Sector ($B) |
|---|
| Type | Form D Funds | Date | Sold | AUM |
|---|---|---|---|---|
| Other | Frontier Mid Cap Value Fund LP | 2014-03-31 | 4.0 M | |
| Other | Frontier All Cap Research Fund LP | 2012-03-30 | 2.3 M | |
| Other | Frontier Capital Appreciation Fund LP | 2012-03-30 | 109.1 M | |
| Other | Frontier Focus Fund LP | 2012-03-30 | 17.4 M | |
| Other | Frontier Mid Cap Growth Fund LP | 2012-03-30 | 57.0 M | |
| Other | Frontier Small Cap Growth Fund LP | 2012-03-30 | 147.0 M | |
| Other | Frontier Small Cap Value Fund LP | 2012-03-30 | 115.1 M |
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 0 | 0.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 5 | 2.5 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 7 | 0.7 |
| (g) Pension and profit sharing plans | 9 | 1.6 |
| (h) Charitable organizations | 0 | 0.1 |
| (i) State or municipal government entities | 13 | 3.9 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.2 |
| (m) Corporations or other businesses not listed above | 0 | 0.5 |
| (n) Other | 0 | 0.0 |
| Total | 55 | 9.6 |
| By Discretionary | ||
| Discretionary | 55 | 9.6 |
| Non-Discretionary | 0 | 0.0 |
| Total | 55 | 9.6 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.2 | |
| United States Persons | 9.4 | |
| Total | 55 | 9.6 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0000351173] | |
| SC 13G | [0000351173] | |
| SC 13G | [0001216488] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $9.9B |
| Clients | 1 (2 non-US) |
| Serves | Institutional, Retail |
| LEI | 254900NEJR5DKEQV6J66 |
| Comparable Firms | State | AUM |
|---|---|---|
|
IHT Wealth Management LLC
✚
|
IL | 9,801.8 M |
|
Coolabah Capital Institutional Investments PTY Limited
✚
|
9,801.0 M | |
|
F L Putnam Investment Management Co
✚
|
MA | 9,715.4 M |
|
Simplify Asset Management Inc
✚
|
NV | 9,635.5 M |
|
Harbour Investments Inc
✚
|
WI | 9,599.1 M |
|
CornerStone Advisors Asset Management LLC
✚
|
PA | 9,571.8 M |
|
Mariner Independent Advisor Network LLC
✚
|
KS | 9,568.8 M |
|
Orgel Wealth Management LLC
✚
|
WI | 9,548.7 M |
|
Composition Wealth LLC
✚
|
CA | 9,470.8 M |
|
Westwood Global Investments LLC
✚
|
UT | 9,465.2 M |