Frontier Performance Advisers LP (Boston)

Frontier Performance Advisers LP is a large advisory firm based in Boston. It manages $231 million of regulatory assets for 7 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdiction of Massachusetts.

Frontier Performance Advisers provides portfolio management for individuals and small businesses and portfolio management for pooled investment vehicles. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Frontier Performance Advisers: assets under management

The assets under management (AUM) of Frontier Performance Advisers LP is $231 million, all of which is managed in discretionary accounts. The firm's AUM has gone down by -46% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $231 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $33 million each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Frontier Performance Advisers LP for their services and products based on a percentage of assets under management and performance-based fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at Frontier Performance Advisers LP

Thomas William Duncan has been acting as President since 1 Aug 1983. William John Ballou joined the executive team most recently as the Vp, General Counsel, Chief Compliance Officer Fcmc, Llc.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
John David Wimberly	Chairman/mgmt. cmte. member-fcmc, llc	1 Jan 1981	Other	469659
Thomas William Duncan	President/mgmt. cmte. member-fcmc, llc	1 Aug 1983	25% - 50%	73284
Michael Anthony Cavarretta	Senior vp/mgmt. cmte. member-fcmc, llc	1 Jul 1988	Other	4346694
Grace Keeney Fey	Executive vp/mgmt. cmte. member-fcmc, llc	1 Aug 1988	Other	2155267
John Gregory Higgins	Senior vp/mgmt. cmte. member-fcmc, llc	1 Jan 1992	Other	4347077
Richard Howard Binder	Chief financial officer-fcmc, llc	1 Mar 1992	Other	4347082
James Kirk Smith	Executive vp/mgmt. cmte. member-fcmc, llc	1 Apr 1994	Other	4268256
Michael Anthony Cavarretta	Limited partner	1 Jun 1994	Other	4346694
John Gregory Higgins	Limited partner	1 Jun 1994	Other	4347077
Llc Frontier Capital Management Company	General partner	1 Jun 1994	50% - 75%	04-3492668
William John Ballou	Vp, general counsel, chief compliance officer - fcmc, llc	1 Apr 2002	Other	2978837

Indirect Owners

The SEC currently registers 2 indirect owners.

Name	Entity	Date acquired	Ownership	Employer ID
Inc. Affiliated Managers Group	Managing member of the general partner	1 Jan 2000	50% - 75%	04-3218510
Inc. Fcmc Holdings	Manager member	1 Jan 2000	50% - 75%	04-3492668

Based in Boston

The principal office where Frontier Performance Advisers LP performs its advisory services is located at 99 Summer St, Boston, MA 02110, which is also the mailing address of the firm. The firm also has an office outside of the United States.

You can reach the main office by calling the phone number 617-261-0777 or by fax 617-261-0684. The normal business hours are 9:00 am - 5:00 pm on Monday - Friday.