Investment adviser · CRD 106274
FRONTIER CAPITAL MANAGEMENT CO LLC
BOSTON, MA, United States · Form ADV filed Mar 28, 2024
- Regulatory AUM
- $10.1B Form ADV · Item 5.F
- Client accounts
- 59 Accounts, not individual clients
- Employees
- 41 Reported in this filing
- Advisory professionals
- 20 Investment advisory functions
How this adviser has changed
Annual filingsRegulatory assets under management
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.
| Fiscal year | Regulatory AUM | Employees | Filed |
|---|---|---|---|
| 2021 | $12,795,761,824 | 40 | Mar 30, 2022 |
| 2022 | $9,292,365,423 | 40 | Mar 31, 2023 |
| 2023 | $10,103,003,811 | 41 | Mar 28, 2024 |
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 |
|---|---|---|---|
| Investment companies | 5 | $4,788,705,905 | 47.4% |
| Government entities | 13 | $3,326,928,180 | 32.9% |
| Retirement plans | 8 | $652,599,148 | 6.5% |
| Pooled investment vehicles | 5 | $534,191,323 | 5.3% |
| Corporations & businesses | 5 | $340,449,045 | 3.4% |
| Sovereign wealth & foreign institutions | Fewer than 5 | $226,781,421 | 2.2% |
| Charities | 6 | $168,465,292 | 1.7% |
| Other investment advisers | Fewer than 5 | $64,883,497 | 0.6% |
Filing source
Form ADV 1837400 · Mar 28, 2024 · Item 5.D
Reported by FRONTIER CAPITAL MANAGEMENT CO LLC (CRD 106274).
Annual Updating Amendment for Registered Adviser · fiscal year 2023.
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.
Private funds & service providers
5 detailed fund recordsLargest 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$172MGross asset value
Form D fundraising filings
View filings for the issuer linked by this fund’s reported Form D file numbers.
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
- 33
- Minimum commitment
- $1M
- Form D file number
- 021-64725
Form ADV 1837400 · Mar 28, 2024 · Schedule D 7.B.(1)
Reported by FRONTIER CAPITAL MANAGEMENT CO LLC (CRD 106274).
Annual Updating Amendment for Registered Adviser · fiscal year 2023.
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$124MGross asset value
Form D fundraising filings
View filings for the issuer linked by this fund’s reported Form D file numbers.
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 1837400 · Mar 28, 2024 · Schedule D 7.B.(1)
Reported by FRONTIER CAPITAL MANAGEMENT CO LLC (CRD 106274).
Annual Updating Amendment for Registered Adviser · fiscal year 2023.
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$114MGross asset value
Form D fundraising filings
View filings for the issuer linked by this fund’s reported Form D file numbers.
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
- 18
- Minimum commitment
- $1M
- Form D file number
- 021-95527
Form ADV 1837400 · Mar 28, 2024 · Schedule D 7.B.(1)
Reported by FRONTIER CAPITAL MANAGEMENT CO LLC (CRD 106274).
Annual Updating Amendment for Registered Adviser · fiscal year 2023.
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$108MGross asset value
Form D fundraising filings
View filings for the issuer linked by this fund’s reported Form D file numbers.
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 1837400 · Mar 28, 2024 · Schedule D 7.B.(1)
Reported by FRONTIER CAPITAL MANAGEMENT CO LLC (CRD 106274).
Annual Updating Amendment for Registered Adviser · fiscal year 2023.
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$16.5MGross asset value
Form D fundraising filings
View filings for the issuer linked by this fund’s reported Form D file numbers.
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
- 21
- Minimum commitment
- $1M
- Form D file number
- 021-64744
Form ADV 1837400 · Mar 28, 2024 · Schedule D 7.B.(1)
Reported by FRONTIER CAPITAL MANAGEMENT CO LLC (CRD 106274).
Annual Updating Amendment for Registered Adviser · fiscal year 2023.
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 31, 2023 · previous imported filing
- Regulatory AUM$9,292,365,423 → $10,103,003,811
- Client accounts63 → 59
- Employees40 → 41
Filing source
Form ADV 1837400 · Mar 28, 2024 · Items 1 & 5
Reported by FRONTIER CAPITAL MANAGEMENT CO LLC (CRD 106274).
Annual Updating Amendment for Registered Adviser · fiscal year 2023.
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
- $10.1B
- 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 STREETBOSTON, MA, 02110, United States
CRD 106274
Filing source
Form ADV 1837400 · Mar 28, 2024 · Items 1 & 5
Reported by FRONTIER CAPITAL MANAGEMENT CO LLC (CRD 106274).
Annual Updating Amendment for Registered Adviser · fiscal year 2023.
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.