Frontier Performance Advisers LP is a large advisory firm based in Boston. It manages $231 million of regulatory assets for 7 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdiction of Massachusetts.
Frontier Performance Advisers provides portfolio management for individuals and small businesses and portfolio management for pooled investment vehicles. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Frontier Performance Advisers LP is $231 million, all of which is managed in discretionary accounts. The firm's AUM has gone down by -46% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Frontier Performance Advisers LP for their services and products based on a percentage of assets under management and performance-based fees. The adviser charges an additional fee when a set benchmark is outperformed. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
Thomas William Duncan has been acting as President since 1 Aug 1983. William John Ballou joined the executive team most recently as the Vp, General Counsel, Chief Compliance Officer Fcmc, Llc.
The principal office where Frontier Performance Advisers LP performs its advisory services is located at 99 Summer St, Boston, MA 02110, which is also the mailing address of the firm. The firm also has an office outside of the United States.
You can reach the main office by calling the phone number 617-261-0777 or by fax 617-261-0684. The normal business hours are 9:00 am - 5:00 pm on Monday - Friday.