Frontier Wealth Management LLC - Assets, Funds, Holdings
Frontier Wealth Management LLC
CRD # 144344 SEC # 801-68048 CIK # 0001548179 AUM
Employees
50 (50% Investors, 8% Brokers)
Phone 816-753-5100 Address 4435 Main Street Source
[IAPD]
[EDGAR]
[Website] [Twitter] [LinkedIn]
Total AUM ($B)
5.0 4.0 3.0 2.0 1.0 0.0 2005 2012 2019 2027
Holdings by Sector ($B)
10.0 8.0 6.0 4.0 2.0 0.0 2015 2019 2023 2027
Type
Form D Funds
Date
Sold
AUM
SA
Jones Credit Facility Fund II LLC
2022-12-05
SA
Jones Credit Facility Fund LLC
[2021-03-31]
Offered $25,000,000 · Filed 2021-03-30 (D) · Exemption 506(b) · Remaining $25,000,000 · Duration One year or less · Revenue Decline to Disclose
PE
FWE Equity LLC
[2020-03-27]
Offered $6,000,000 · Filed 2018-03-09 (D) · Exemption 506(b) · Remaining $6,000,000 · Duration One year or less · Revenue Decline to Disclose
PE
SC Capital 1 LLC
2020-03-27
PE
Frontier Five Elms III LP
[2016-12-19]
Filed 2017-02-13 (D) · Exemption 506(b), 3(c)(1) · Minimum $100,000 · Remaining Indefinite · Duration One year or less · Revenue Decline to Disclose
HF
Frontier Permo Fund LLC
[2016-03-30]
Filed 2017-03-14 (D/A) · Exemption 506(b) · Minimum $100,000 · Remaining Indefinite · Duration More than one year · Net Assets Decline to Disclose
Other
China Gold LLC
[2012-03-30]
PE
Five Elms Coinvest LP
2012-03-30
PE
Five Elms Equity Fund I LP
[2012-03-30]
PE
Frontier Five Elms II LP
[2012-03-30]
Offered $14,116,165 · Filed 2013-05-29 (D/A) · Exemption 506, 3(c), 3(c)(1) · Minimum $100,000 · Duration More than one year · Revenue Decline to Disclose
View All
AUM Breakdown
Accounts
AUM ($B)
By Client Type
(a) Individuals (other than high net worth individuals)
(b) Individuals (high net worth individuals)
(c) Banking or thrift institutions
(d) Investment companies
(e) Business development companies
(f) Pooled investment vehicles
(g) Pension and profit sharing plans
(h) Charitable organizations
(i) State or municipal government entities
(j) Other investment advisers
(k) Insurance companies
(l) Sovereign wealth funds and foreign official institutions
(m) Corporations or other businesses not listed above
(n) Other
Total
By Discretionary
Discretionary
Non-Discretionary
Total
By Non-United States Persons
Non-United States Persons
United States Persons
Total
Firm Profile (Form ADV) Serves Institutional, Retail Fund Types Hedge Fund, Private Equity, Real Estate
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