Frank Capital Partners Llc
- Regulatory AUM
- $40.9M
- Discretionary
- $40.9M
- Clients
- 19
- Avg AUM / client
- $2.2M
- Accounts
- 40
- Employees
- 2
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Mar 01, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 3 | $400K | 0.98% |
| High net worth individuals | 14 | $8.4M | 20.6% |
| Investment companies | 1 | $30.2M | 73.9% |
| Pooled investment vehicles (non-investment companies) | 1 | $1.8M | 4.49% |
People (2)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Brian Joseph Frank | Chief Investment Officer, Chief Compliance Officer | Jun 2003 (23y) | 25% – 50% | |
| Weiss, Monique, Marie | Chief Executive Officer | Sep 2009 (17y) | 50% – 75% |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/01/2026 | 901 KB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
Services
- • Portfolio management for individuals/small businesses
- • Portfolio management for investment companies
- • Portfolio management for pooled investment vehicles
- • Portfolio management for businesses/institutional clients
- • Publication of periodicals or newsletters
- • Educational seminars/workshops
Custody
Reported custodians
- Interactive Brokers $3.0M (7% of AUM) Mar 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports it does not have custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 01, 2026.
View current Form ADV (SEC/IAPD) ↗