Firm profile

FRONTIER GLOBAL PARTNERS LLC

LA JOLLA, CACRD 145341Latest ADV February 27, 2026

Frontier Global Partners LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in La Jolla, CA. Its latest Form ADV filing, dated February 27, 2026, reports $713M in regulatory assets under management, 10 employees, and 50 accounts.

Assets Under Management
$713M
Employees
10
Offices
--
Total Clients
47
Primary office
LA JOLLA, CA
7817 IVANHOE AVENUE, SUITE 200, LA JOLLA, CA, United States
ADV Item 1F location record

Contact and digital presence

ADV profile links

Leadership

2 roles identified
CCODavid H. Scully
COODavid H. Scully

Advisory services offered

3 types reported
Portfolio management for businesses
Portfolio management for individuals and small businesses
Portfolio management for pooled investment vehicles

Fee models offered

2 types reported
Asset based fees
Performance-based fees
Sources checked May 14, 2026

Client Coverage Demographics

Top client segmentHNWI represent 74.5% of total clients.
Top client categories% of clientsClients
1
HNWI
74.5%
35
2
Government
19.1%
9
3
Pooled Investment Vehicles
6.4%
3
Categories with <5 clients
Corporations or other businesses not listed above<5 clients

Regulatory Assets Under Management Breakdown

Total regulatory assets under management$713Mas of February 27, 2026
Discretionary98.5%
$702M
99% of total RAUM98.5%
Non-discretionary1.5%
$11M
1% of total RAUM1.5%
Regulatory assets under management are split between discretionary and non-discretionary assets.

Assets under management Growth by Quarter

Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.

Latest AUM$713M
Total Accounts50
10Y AUM Change+$459M (+180.5%)

Employee Growth by Quarter

Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.

Total Employees10
Clients per Employee5:1
10Y Employee Change+4 (+66.7%)

* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.