The FRONTIER WEALTH MANAGEMENT, LLC is a privately held investment adviser that advises $38.28mn in regulatory assets under management held in 2 SEC fund types across 3 investment strategies. FRONTIER WEALTH MANAGEMENT, LLC is a Private Fund A private fund manager is a manager whose >=75% of total assets under management are in private funds (privately offered pooled vehicles for accredited or qualified investors, generally accessed through placements with higher minimums, restricted eligibility, and negotiated terms) Manager. Assets decreased by 98.95% over the last 5-years.
The Group has been registered with the SEC for 19.08 years and is comprised of 1 filing and 0 relying advisers. They operate out of 1 office location with their Headquarters at 4200 W. 115TH STREET SUITE 210, LEAWOOD, KANSAS. The Group has been subject to regulatory enforcement actions. They are regulated by 1 US and Non-US bodies.
Their $38.28mn in assets advised are owned by 4 private funds, 0 public funds and BDCs and 0 other accounts. Assets of Pooled Investment Vehicles (Not IC or BDC) clients total $38.28mn or 100% of Total Assets.
The Group's top investment strategies include Frontier Markets, Long/Short Equity and FI/Credit - Diverse, representing 58.89%, 29.28% and 11.83% of total assets, respectively.
They advise Private Equity Fund fund type.
The Group uses 2 Fund Administrators, 1 Fund Auditors, 0 Prime Brokers, 3 Custodians and 0 Marketers. It does not report a third-party Fund Administrator in 1 private funds with $13.22mn in assets.
The Group does not disclose any type of fee.
FRONTIER WEALTH MANAGEMENT, LLC names 1 sub-adviser FIVE ELMS CAPITAL to 1 different fund advised by the group. The Group has been named as the sub-adviser to 0 funds.