Investment adviser · CRD 106274

FRONTIER CAPITAL MANAGEMENT CO LLC

BOSTON, MA, United States · Form ADV filed Mar 31, 2023

Regulatory AUM
$9.29B
Form ADV · Item 5.F
Client accounts
63
Accounts, not individual clients
Employees
40
Reported in this filing
Advisory professionals
19
Investment advisory functions

How this adviser has changed

Annual filings

Regulatory assets under management

Reported regulatory AUM by annual filing$0$6.4B$12.8BFY 2021: $12,795,761,824.00FY 2021FY 2022: $9,292,365,423.00FY 2022

Up to five fiscal years, using the latest annual update available at the selected filing date. Asset changes can reflect acquisitions, client flows, and valuations; they are not investment returns.

Annual adviser history and sources
Fiscal yearRegulatory AUMEmployeesFiled
2021$12,795,761,82440Mar 30, 2022
2022$9,292,365,42340Mar 31, 2023

Who they report serving

Form ADV · Item 5.D

Client types and their share of reported regulatory assets.

Client typeClientsRegulatory assetsShare of AUM
Investment companies5$4,108,473,38744.2%
Government entities13$2,764,308,90229.7%
Retirement plans9$662,955,7687.1%
Sovereign wealth & foreign institutionsFewer than 5$637,492,1146.9%
Pooled investment vehicles5$476,402,8555.1%
Corporations & businesses5$284,794,4643.1%
Charities8$235,632,9202.5%
Other investment advisersFewer than 5$122,305,0131.3%
Filing source

Form ADV 1730860 · Mar 31, 2023 · Item 5.D

Reported by FRONTIER CAPITAL MANAGEMENT CO LLC (CRD 106274).

Annual Updating Amendment for Registered Adviser · fiscal year 2022.

Official IAPD profile (latest public filing). Historical values on this page come from the SEC/IAPD filing archive; the public profile may show a newer filing.

THE NORTHERN TRUST COMPANY

Custodian · funds reporting this exact name in the selected filing

These are reported-name connections within this adviser's filing, not a verified global provider identity or market-wide client count.

Private funds & service providers

5 detailed fund records

Largest reported gross asset value first; unreported values last. Gross asset value is fund-level disclosure, distinct from adviser AUM and Form D fundraising. Master and feeder funds may overlap.

FRONTIER SMALL CAP VALUE FUND, LPOther Private Fund$159MGross asset value

Form D fundraising filings

View filings for the issuer linked by this fund’s reported Form D file numbers.

Fund administrator NORTHEAST RETIREMENT SERVICES, LLC WOBURN, Massachusetts, United States Investor statements: Yes (provided to all investors) Related to adviser: No Other funds reporting this name →
Auditor WOLF & COMPANY, P.C. BOSTON, Massachusetts, United States Other funds reporting this name →
Custodian THE NORTHERN TRUST COMPANY CHICAGO, Illinois, United States Related to adviser: No Other funds reporting this name →
Provider details
Annual audit
Yes
Prime brokers
No
Custodians
Yes
Administrator other than the adviser
Yes
External marketing
No

WOLF & COMPANY, P.C.
PCAOB 392

Fund details & source
Fund ID
805-6142052917
Reported beneficial owners
34
Minimum commitment
$1M
Form D file number
021-64725

Form ADV 1730860 · Mar 31, 2023 · Schedule D 7.B.(1)

Reported by FRONTIER CAPITAL MANAGEMENT CO LLC (CRD 106274).

Annual Updating Amendment for Registered Adviser · fiscal year 2022.

Official IAPD profile (latest public filing). Historical values on this page come from the SEC/IAPD filing archive; the public profile may show a newer filing.

FRONTIER SMALL CAP GROWTH FUND, LPOther Private Fund$109MGross asset value

Form D fundraising filings

View filings for the issuer linked by this fund’s reported Form D file numbers.

Fund administrator NORTHEAST RETIREMENT SERVICES, LLC WOBURN, Massachusetts, United States Investor statements: Yes (provided to all investors) Related to adviser: No Other funds reporting this name →
Auditor WOLF & COMPANY, P.C. BOSTON, Massachusetts, United States Other funds reporting this name →
Custodian THE NORTHERN TRUST COMPANY CHICAGO, Illinois, United States Related to adviser: No Other funds reporting this name →
Provider details
Annual audit
Yes
Prime brokers
No
Custodians
Yes
Administrator other than the adviser
Yes
External marketing
No

WOLF & COMPANY, P.C.
PCAOB 392

Fund details & source
Fund ID
805-3621055897
Reported beneficial owners
20
Minimum commitment
$1M
Form D file number
021-55168

Form ADV 1730860 · Mar 31, 2023 · Schedule D 7.B.(1)

Reported by FRONTIER CAPITAL MANAGEMENT CO LLC (CRD 106274).

Annual Updating Amendment for Registered Adviser · fiscal year 2022.

Official IAPD profile (latest public filing). Historical values on this page come from the SEC/IAPD filing archive; the public profile may show a newer filing.

FRONTIER MID CAP GROWTH FUND, LPOther Private Fund$101MGross asset value

Form D fundraising filings

View filings for the issuer linked by this fund’s reported Form D file numbers.

Fund administrator NORTHEAST RETIREMENT SERVICES, LLC WOBURN, Massachusetts, United States Investor statements: Yes (provided to all investors) Related to adviser: No Other funds reporting this name →
Auditor WOLF & COMPANY, P.C. BOSTON, Massachusetts, United States Other funds reporting this name →
Custodian THE NORTHERN TRUST COMPANY CHICAGO, Illinois, United States Related to adviser: No Other funds reporting this name →
Provider details
Annual audit
Yes
Prime brokers
No
Custodians
Yes
Administrator other than the adviser
Yes
External marketing
No

WOLF & COMPANY, P.C.
PCAOB 392

Fund details & source
Fund ID
805-8087117568
Reported beneficial owners
24
Minimum commitment
$1M
Form D file number
021-51749

Form ADV 1730860 · Mar 31, 2023 · Schedule D 7.B.(1)

Reported by FRONTIER CAPITAL MANAGEMENT CO LLC (CRD 106274).

Annual Updating Amendment for Registered Adviser · fiscal year 2022.

Official IAPD profile (latest public filing). Historical values on this page come from the SEC/IAPD filing archive; the public profile may show a newer filing.

FRONTIER CAPITAL APPRECIATION FUND, LPOther Private Fund$94.1MGross asset value

Form D fundraising filings

View filings for the issuer linked by this fund’s reported Form D file numbers.

Fund administrator NORTHEAST RETIREMENT SERVICES, LLC WOBURN, Massachusetts, United States Investor statements: Yes (provided to all investors) Related to adviser: No Other funds reporting this name →
Auditor WOLF & COMPANY, P.C. BOSTON, Massachusetts, United States Other funds reporting this name →
Custodian THE NORTHERN TRUST COMPANY CHICAGO, Illinois, United States Related to adviser: No Other funds reporting this name →
Provider details
Annual audit
Yes
Prime brokers
No
Custodians
Yes
Administrator other than the adviser
Yes
External marketing
No

WOLF & COMPANY, P.C.
PCAOB 392

Fund details & source
Fund ID
805-1129805937
Reported beneficial owners
19
Minimum commitment
$1M
Form D file number
021-95527

Form ADV 1730860 · Mar 31, 2023 · Schedule D 7.B.(1)

Reported by FRONTIER CAPITAL MANAGEMENT CO LLC (CRD 106274).

Annual Updating Amendment for Registered Adviser · fiscal year 2022.

Official IAPD profile (latest public filing). Historical values on this page come from the SEC/IAPD filing archive; the public profile may show a newer filing.

FRONTIER FOCUS FUND, LPOther Private Fund$13.4MGross asset value

Form D fundraising filings

View filings for the issuer linked by this fund’s reported Form D file numbers.

Fund administrator NORTHEAST RETIREMENT SERVICES, LLC WOBURN, Massachusetts, United States Investor statements: Yes (provided to all investors) Related to adviser: No Other funds reporting this name →
Auditor WOLF & COMPANY, P.C. BOSTON, Massachusetts, United States Other funds reporting this name →
Custodian THE NORTHERN TRUST COMPANY CHICAGO, Illinois, United States Related to adviser: No Other funds reporting this name →
Provider details
Annual audit
Yes
Prime brokers
No
Custodians
Yes
Administrator other than the adviser
Yes
External marketing
No

WOLF & COMPANY, P.C.
PCAOB 392

Fund details & source
Fund ID
805-9773995308
Reported beneficial owners
24
Minimum commitment
$1M
Form D file number
021-64744

Form ADV 1730860 · Mar 31, 2023 · Schedule D 7.B.(1)

Reported by FRONTIER CAPITAL MANAGEMENT CO LLC (CRD 106274).

Annual Updating Amendment for Registered Adviser · fiscal year 2022.

Official IAPD profile (latest public filing). Historical values on this page come from the SEC/IAPD filing archive; the public profile may show a newer filing.

Services & filing details

Showing values from the selected filing. Latest observed filing does not establish current registration status.

What changed?

Since Mar 30, 2022 · previous imported filing

  • Regulatory AUM$12,795,761,824 → $9,292,365,423
Filing source

Form ADV 1730860 · Mar 31, 2023 · Items 1 & 5

Reported by FRONTIER CAPITAL MANAGEMENT CO LLC (CRD 106274).

Annual Updating Amendment for Registered Adviser · fiscal year 2022.

Official IAPD profile (latest public filing). Historical values on this page come from the SEC/IAPD filing archive; the public profile may show a newer filing.

Management of assets

Discretionary
$9.29B
Non-discretionary
$0

Reported services

Individual portfolio management · Investment company portfolio management · Pooled investment vehicle management · Business portfolio management

Compensation

Percentage of assets · Performance-based

Principal office

99 SUMMER STREET
BOSTON, MA, 02110, United States

CRD 106274

Filing source

Form ADV 1730860 · Mar 31, 2023 · Items 1 & 5

Reported by FRONTIER CAPITAL MANAGEMENT CO LLC (CRD 106274).

Annual Updating Amendment for Registered Adviser · fiscal year 2022.

Official IAPD profile (latest public filing). Historical values on this page come from the SEC/IAPD filing archive; the public profile may show a newer filing.