SourcingSourcing

FRONTIER GLOBAL PARTNERS LLC

C36
CRD 145341·SEC 801-71279·LA JOLLA, CA
AUM
$713.1M
$500M-$1B
Est. Revenue
$7.1M
@ 1% on AUM
Est. EBITDA
$2.1M
@ 30% margin
Est. Deal Value
$17.1M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
FRONTIER GLOBAL PARTNERS LLC
CRD
145341
SEC file #
801-71279
EIN
000000000
DBA names
—

Economics

AUM
$713.1M
AUM band
$500M-$1B
AUM trajectory
'20'26
$328.2M → $713.1M▲ +117%
Client mix
Individuals High Net Worth35
State Or Municipal Govt9
Pooled Investment Vehicles3

Operations

Employees (total)
10
Advisory staff (per ADV)
6
Advisory staff (5-yr trend)
'20'26
8 advisors → 6 advisors▼ -25%
Primary office
LA JOLLA CA
Branches
—

Custodian & Brokerage

Primary custodian
BNY Mellonlow confidence
Services offered
Portfolio mgmt — individualsPortfolio mgmt — pooled vehiclesPortfolio mgmt — businesses
Fee basis
% of AUMPerformance-based fees

Filings

Latest ADV filing
02/27/2026
ADV-W filed at
—
Website
linkedin.com/company/frontierglobalpartnerslajolla(social)

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
SPEIDELLI TRUST DATED 5/5/95
Top Owner Pct
37.5
Top Owner Entity Kind
DE
Owner Count
9
Control Persons
SPEIDELLI TRUST DATED 5/5/95
VALEIRAS FAMILY TRUST DTD 7/20/07
Solo Advisor Indicator
No
Succession Risk Solo Owner
No
Is Parent Owned Subsidiary
No

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
social_url_excluded:linkedin.com

Retirement-plan book (Form 5500) ★

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

Retirement Plan Book
No

SEC EDGAR

Edgar Cik
0001523292
Edgar Registered
Yes
Edgar Filing Count
16
Edgar First Filing Date
2011-06-22
Edgar Last Filing Date
2025-12-19
Edgar Form D Count
16
Edgar Form D Offerings
2025-12-192025-12-19 · 0001523292-25-000003
2024-12-262024-12-26 · 0001523159-24-000002

Compliance & brand

Firm Registration Status
active

All other collected signals (11)

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
3
Bc Firm IAR Count
3
Custodian Candidates
Full
Bny Mellon6
State Street4
E*trade4
Jpmorgan2
Edgar Addresses
Mailing
7817 IVANHOE AVENUESUITE 200LA JOLLA, CA 92037
Business
7817 IVANHOE AVENUESUITE 200LA JOLLA, CA 92037
Edgar EIN
000000000
Edgar Recent Filings
D2025-12-19 · 0001523292-25-000003
D/A2024-12-26 · 0001523159-24-000002
Firm Has Custody
Yes
Mailing Office Differs
No
Trust Company Affiliate
No

People (7)

7
VALEIRAS, DAVID, ANDRES
IAR · Direct Owner · 17.5%
6201929
KIM-E, MIRAL, EONHAH
Direct Owner · 17.5%
1754630
MA, NING, NMN
Direct Owner · 7.5%
5902892
PRICE, WILLIAM, FREDERICK
Direct Owner · 7.5%
7891502
VALEIRAS, HORACIO, ANDRES
IAR · Executive Officer · 2.5%
1721084
SPEIDELL, LAWRENCE, SHAW
IAR · Executive Officer · 2.5%
1093971
DAVID HENRY SCULLY
Executive Officer · 2.5%
4604659