Frank Capital Partners LLC

RIASEC RegisteredEst. 2003

Total AUM

$40.9M

Discretionary

$40.9M

100% of AUM

Avg account

$1M

Accounts

Employees

Advisory reps

Firm details

Headquarters: ,
CRD number: 127817
Registered since: July 30, 2003
Website: frankfunds.com
Custodians: INTERACTIVE BROKERS LLC
Fee structure: Percentage of AUM
Client types: Investment Companies73.93%
HNWI20.6%
Pooled Investment Vehicles4.49%
Individuals0.98%
Services: Portfolio Management for IndividualsPortfolio Management for Investment CompaniesPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional ClientsPublication of PeriodicalsEducational Seminars / Workshops

Firm profile

FINTRX

Overview

Frank Capital Partners LLC is a small, SEC-registered investment advisory firm organized as a limited liability company and operating since 2003. The firm is owner-operated and serves a mix of high-net-worth individuals, families and a limited number of institutional clients. Its advisory offering centers on discretionary portfolio management across individual and pooled vehicle structures, with additional client education delivered through periodicals and seminars. Investment activity is tilted toward publicly traded equities: the firm lists equities as its stated preference and uses exchange-traded instruments heavily within managed accounts. Frank Capital Partners charges fees as a percentage of assets under management and does not position itself as an ESG-focused manager. Services span portfolio management for individuals, small businesses, investment companies and pooled vehicles, as well as publication and educational activities.