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| Happy Holidays!! thanks for using AUM13F!! |
| New Frontier Advisors LLC
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|---|---|
| CRD # | 147181 |
| SEC # | 801-72506 |
| CIK # | |
| AUM | $3.9 B (2025-03-20) |
| Employees | 17 (24% Investors, 0% Brokers) |
| Phone | 617-482-1433 |
| Address | 155 Federal Street Boston, MA 02110 |
| Source | [IAPD] [Website] [Twitter] [LinkedIn] [Facebook] |
| Total AUM ($B) |
|---|
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 85 | 0.0 |
| (b) Individuals (high net worth individuals) | 25 | 0.1 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 3 | 3.9 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 1 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 261 | 3.9 |
| By Discretionary | ||
| Discretionary | 258 | 0.1 |
| Non-Discretionary | 3 | 3.9 |
| Total | 261 | 3.9 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 3.9 | |
| Total | 261 | 3.9 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
New Century Advisors LLC
✚
|
MD | 4.0 |
|
Karpus Management Inc
✚
|
NY | 4.0 |
|
Oberweis Asset Management Inc
✚
|
IL | 3.9 |
|
Schechter Investment Advisors LLC
✚
|
MI | 3.9 |
|
Daymark Wealth Partners LLC
✚
|
OH | 3.9 |
|
Verdence Capital Advisors LLC
✚
|
MD | 3.9 |
|
Bragg Financial Advisors Inc
✚
|
NC | 3.9 |
|
Systematic Financial Management LP
✚
|
NJ | 3.9 |
|
Argent Capital Management LLC
✚
|
MO | 3.9 |
|
Crossingbridge Advisors LLC
✚
|
NY | 3.9 |