Investment adviser · CRD 110430
FRONTIER INVESTMENT MANAGEMENT CO
Investment adviser filing (IA)
FRONTIER INVESTMENT MANAGEMENT CO.
DALLAS, TX, United States · Form ADV filed Jul 29, 2020
- Regulatory AUM
- $3.29B Form ADV · Item 5.F
- Client accounts
- 4,587 Accounts, not individual clients
- Employees
- 40 Reported in this filing
- Advisory professionals
- 36 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| High-net-worth individuals | 1,219 | $2,982,410,213 | 90.7% |
| Individuals | 593 | $251,998,217 | 7.7% |
| Investment companies | 1 | $52,434,581 | 1.6% |
| Banks & thrifts | Fewer than 5 | Not reported | Not reported |
| Retirement plans | Fewer than 5 | Not reported | Not reported |
| Charities | Fewer than 5 | Not reported | Not reported |
| Government entities | Fewer than 5 | Not reported | Not reported |
| Other investment advisers | Fewer than 5 | Not reported | Not reported |
| Insurance companies | Fewer than 5 | Not reported | Not reported |
| Sovereign wealth & foreign institutions | Fewer than 5 | Not reported | Not reported |
| Corporations & businesses | Fewer than 5 | Not reported | Not reported |
Filing source
Form ADV 1447884 · Jul 29, 2020 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
1 Private fundThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
FIMCO PARTNERS I, L.P.Hedge Fund · Last reported Jan 3, 2014$116KGross asset value
Provider details
- Annual audit
- Yes
- Prime brokers
- No
- Custodians
- Yes
- Administrator other than the adviser
- No
- External marketing
- No
CHARLES SCHWAB & CO., INC.
SEC 8-16514
Fund details & source
- Fund ID
- 805-1175747475
- Reported beneficial owners
- 6
- Minimum commitment
- $500K
- Form D file number
- 021-102597
Form ADV 775128 · Jan 3, 2014 · Schedule D 7.B.(1)
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Services & filing details
Most recent filing: Jul 29, 2020. View historical filings
Reported services
Financial planning · Individual portfolio management · Pooled investment vehicle management · Educational seminars
Compensation
Percentage of assets · Hourly · Fixed · Commissions
Principal office
8401 N. CENTRAL EXPWY, SUITE 300DALLAS, TX, 75225, United States
CRD 110430
Filing source
Form ADV 1447884 · Jul 29, 2020 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.