SourcingSourcing

GLOBAL FRONTIER INVESTMENTS, LLC

C24
CRD 160105·SEC 801-119118·CHARLESTON, SC
AUM
$682.0M
$500M-$1B
Est. Revenue
$6.8M
@ 1% on AUM
Est. EBITDA
$2.0M
@ 30% margin
Est. Deal Value
$16.4M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
GLOBAL FRONTIER INVESTMENTS, LLC
CRD
160105
SEC file #
801-119118
EIN
000000000
DBA names
—

Economics

AUM
$682.0M
AUM band
$500M-$1B
AUM trajectory
'21'26
$119.4M → $682.0M▲ +471%
Client mix
Pooled Investment Vehicles3
Charitable Organizations1

Operations

Employees (total)
2
Advisory staff (per ADV)
2
Advisory staff (5-yr trend)
'21'26
2 advisors → 2 advisors▬ 0%
Primary office
CHARLESTON SC
Branches
—

Custodian & Brokerage

Primary custodian
Goldman Sachslow confidence
Services offered
Portfolio mgmt — pooled vehiclesPortfolio mgmt — businesses
Fee basis
% of AUMPerformance-based fees

Filings

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

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
DOLLENS, WILLIAM, GRANT
Top Owner Pct
62.5
Top Owner Entity Kind
I
Owner Count
2
Control Persons
DOLLENS, WILLIAM, GRANT
GREENER, WILLIAM, EDWARD
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

Retirement-plan book (Form 5500) ★

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

Retirement Plan Book
No

SEC EDGAR

Edgar Cik
0001736949
Edgar Registered
Yes
Edgar Filing Count
4
Edgar First Filing Date
2018-04-19
Edgar Last Filing Date
2022-11-04
Edgar Form D Count
4
Edgar Form D Offerings
2022-11-042022-11-04 · 0000935836-22-000584
2021-05-182021-05-18 · 0000935836-21-000361

Compliance & brand

Firm Registration Status
active

All other collected signals (12)

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
Goldman Sachs10
State Street8
E*trade4
Jpmorgan2
Edgar Addresses
Mailing
92 BROAD STREETCHARLESTON, SC 29401
Business
92 BROAD STREETCHARLESTON, SC 29401
Edgar EIN
000000000
Edgar Recent Filings
D/A2022-11-04 · 0000935836-22-000584
D/A2021-05-18 · 0000935836-21-000361
Firm Has Custody
Yes
Mailing Office Differs
No
Top Owner CRD
6012066
Trust Company Affiliate
No

People (2)

2
WILLIAM GRANT DOLLENS
Direct Owner · 62.5%
6012066
WILLIAM EDWARD GREENER
Direct Owner · 62.5%
4420729