337 FRONTIER CAPITAL, LP
Firm details
- Headquarters
- New York, New York
- CRD number
- 284266
- Registered since
- August 3, 2016
- Website
- www.337frontier.com
- Custodians
- THE BANK OF NEW YORK MELLON, STATE STREET BANK AND TRUST COMPANY
- Fee structure
- Percentage of AUM
- Client types
- Other42.21%
- Pooled Investment Vehicles36.99%
- Charitable Organizations20.8%
- Services
- Portfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
337 Frontier Capital, LP operates as a limited partnership focused on institutional portfolio management. The firm is SEC-registered and positions itself as manager and sponsor of pooled investment vehicles while also providing portfolio management for businesses and institutions. Its stated investment preference is equities: the firm shows a clear tilt toward exchange-traded equities across its managed accounts and vehicles rather than fixed-income or cash-heavy allocations. The business model relies on a percentage-of-AUM fee structure and the firm serves a very small, institutional client base. It is not identified as an active ESG investor and it does not report multi-state adviser status. As sponsor, general partner and managing member of pooled vehicles, the firm retains control over strategy implementation within those funds and can deploy both public market and private strategies through its fund structures.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities99%
- Cash & Cash Equivalents1%
Owners & executives
1 of 1MALINI VAN DEN BERG
Chief Operating Officer & Chief Compliance OfficerCRD 2195499
Contacts
2 of 2JOHANNES DE BRUIJN
Portfolio ManagerCRD 6675154
DARREN SMITH
ChairpersonCRD 6675153
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
New York, NY
NEW YORK
Location
New York, NY
Headquartered in New York, NY, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.
- Metro area
- New York-Newark, NY-NJ-CT-PA
- Region
- Northeast
- County
- NEW YORK
- Address
- 100 Crosby St
- Time zone
- ET (UTC-5)
- Office locations
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