SourcingSourcing

FRONTIER CAPITAL MANAGEMENT CO LLC

C40
CRD 106274·SEC 801-15724·BOSTON, MA
AUM
$9.60B
$1B+
Est. Revenue
$96.0M
@ 1% on AUM
Est. EBITDA
$28.8M
@ 30% margin
Est. Deal Value
$230.3M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
FRONTIER CAPITAL MANAGEMENT CO LLC
CRD
106274
SEC file #
801-15724
EIN
620951530
DBA names
—

Economics

AUM
$9.60B
AUM band
$1B+
AUM trajectory
'20'26
$12.63B → $9.60B▼ -24%
Client mix
State Or Municipal Govt13
Pension Profit Sharing Plans9
Pooled Investment Vehicles7
Investment Companies5

Operations

Employees (total)
38
Advisory staff (per ADV)
19
Advisory staff (5-yr trend)
'20'26
20 advisors → 19 advisors▼ -5%
Primary office
BOSTON MA
Branches
—

Custodian & Brokerage

Primary custodian
Northern Trustlow confidence
Services offered
Portfolio mgmt — individualsPortfolio mgmt — investment companiesPortfolio mgmt — pooled vehiclesPortfolio mgmt — businesses
Fee basis
% of AUMPerformance-based fees

Filings

Latest ADV filing
03/31/2026
ADV-W filed at
—
Website
frontiercap.com

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
FCMC HOLDINGS LLC
Top Owner Pct
87.5
Top Owner Entity Kind
DE
Owner Count
4
Control Persons
FCMC HOLDINGS LLC
BERGGREN, JILLIAN, PATRICIA
Solo Advisor Indicator
No
Succession Risk Solo Owner
No
Is Parent Owned Subsidiary
Yes

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
ok
Rdap Domain
FRONTIERCAP.COM
Rdap Domain Creation Date
1996-03-15T05:00:00Z
Rdap Firm Age Years
30
Rdap Firm Age Band
20+y
Rdap Registrar
Network Solutions, LLC

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
Yes
Form 5500 Plan Count
7
Form 5500 Total Compensation
3,081,291
Form 5500 Compensation Trajectory 3y
20252,875,924
2026205,367
Form 5500 Plan Count Trajectory 3y
20255
20262
Schedule C Total Compensation
3,081,291
Schedule C Service Provider Rows
7

SEC EDGAR

Edgar Cik
0001259664
Edgar Registered
Yes
Edgar Filing Count
80
Edgar First Filing Date
2003-08-14
Edgar Last Filing Date
2021-11-24
Edgar 13f Count
61
Edgar 13f Latest AUM Estimate
Filing Date2021-11-24
Accession0001580642-21-005559

Compliance & brand

Firm Registration Status
active

All other collected signals (16)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
0
Bc Firm Active IA Count
0
Bc Firm IAR Count
0
Custodian Candidates
Full
Northern Trust13
E*trade4
State Street2
Bny Mellon2
Edgar Addresses
Mailing
51 GERMANTOWN COURTSTE 203CORDOVA, TN 38018
Business
51 GERMANTOWN COURTSUITE 203CORDOVA, TN 38018
Edgar EIN
620951530
Edgar Recent Filings
13F-HR2021-11-24 · 0001580642-21-005559
13F-HR2021-08-10 · 0001580642-21-003653
Firm Has Custody
Yes
Mailing Office Differs
No
Rdap Domain Expiration Date
2031-03-16T04:00:00Z
Rdap Domain Last Changed
2026-01-15T07:35:38Z
Rdap Nameservers
Ns41.worldnic.comNs42.worldnic.com
Rdap Secure Dns Enabled
No
Rdap Status
Client Transfer Prohibited
Trust Company Affiliate
Yes

People (3)

3
BERGGREN, JILLIAN, PATRICIA
Executive Officer · 2.5%
7089592
JANKOWSKI, SARAH, JEAN
Executive Officer · 2.5%
4268430
PHAY, ROBERT, E
Executive Officer · 2.5%
5023604