Frontier Global Partners Llc
- Regulatory AUM
- $713M
- Discretionary
- $702M
- Clients
- 47
- Avg AUM / client
- $15.2M
- Accounts
- 50
- Employees
- 10
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Feb 27, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| High net worth individuals | 35 | $37.9M | 5.32% |
| Pooled investment vehicles (non-investment companies) | 3 | $125M | 17.5% |
| State or municipal government entities | 9 | $540M | 75.7% |
| Corporations and other businesses | Fewer than 5 clients | $10.6M | 1.49% |
Private funds (2)
Reported in Form ADV Section 7.B.(1), filing of Mar 2024 · $98.0M combined gross assets
| Fund | Type | Domicile | Gross assets | Owners |
|---|---|---|---|---|
| Frontier Market Opportunities Master Fund, Lp master | Hedge Fund | British Virgin Islands | $86.2M | 3 |
| Frontier Market Select Fund Ii Lp | Hedge Fund | Delaware | $11.7M | 32 |
People (9)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Lawrence Shaw Speidell | Management Committee Member | CFA | May 1995 (31y) | Less than 5% |
| Speidelli, Diane, O | Trustee | May 1995 (31y) | GP / trustee / elected manager of Speidelli Trust Dated 5/5/95 (indirect) | |
| Horacio Andres Valeiras | Management Committee Member | CFA | Jul 2007 (19y) | Less than 5% |
| Valeiras, Amy, Berte Threefoot | Trustee | Jul 2007 (19y) | GP / trustee / elected manager of Valeiras Family Trust Dtd 7/20/07 (indirect) | |
| Ma, Ning, Nmn | Member | Jan 2010 (17y) | 5% – 10% | |
| David Andres Valeiras | Management Committee Member | Jan 2020 (7y) | 10% – 25% | |
| Kim E, Miral, Eonhah | Member | Jan 2021 (6y) | 5% – 10% | |
| Scully, David, Henry | Chief Operating Officer And Chief Compliance Officer | Jun 2021 (5y) | Less than 5% | |
| Price, William, Frederick | Member | Jul 2023 (3y) | 5% – 10% |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Speidelli Trust Dated 5/5/95 | Member | Sep 2007 | A | 25% – 50% |
| Valeiras Family Trust Dtd 7/20/07 | Member | May 2018 | A | 25% – 50% |
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.
Private funds (2, $98.0M gross assets)
| Fund | Type | Gross assets | Min. investment | Owners |
|---|---|---|---|---|
| Frontier Market Opportunities Master Fund, Lp | Hedge Fund | $86.2M | $5.0M | 3 |
| Frontier Market Select Fund Ii Lp | Hedge Fund | $11.7M | $100K | 32 |
From Form ADV Section 7.B private fund reporting.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 02/27/2026 | 1.32 MB | 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
- • Performance-based fees
Services
- • Portfolio management for individuals/small businesses
- • Portfolio management for pooled investment vehicles
- • Portfolio management for businesses/institutional clients
Custody
Reported custodians
- State Street $253M (36% of AUM) Feb 2026
- J.P. Morgan $175M (25% of AUM) Feb 2026
- BNY Mellon $111M (16% of AUM) Feb 2026
- Interactive Brokers $25.7M (6% of AUM) Jul 2020
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having 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: Feb 27, 2026.
View current Form ADV (SEC/IAPD) ↗