Global Frontier Investments, LLC

RIASEC RegisteredEst. 2020
Total AUM
$682M
Discretionary
$679M
99% of AUM
Avg account
$170M
Accounts
4
Employees
2
Advisory reps
2

Firm details

Headquarters
Charleston, South Carolina
CRD number
160105
Registered since
July 23, 2020
Custodians
GOLDMAN SACHS & CO. LLC
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Charitable Organizations84.82%
  • Pooled Investment Vehicles15.18%
Services
Portfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Global Frontier Investments, LLC is a privately owned investment manager organized as an LLC and registered with the SEC in 2020. The firm operates as a multifaceted manager that runs pooled investment vehicles and provides portfolio management for businesses and institutions. Its business registrations identify it as operating in hedge fund and venture capital strategies and as a CPO/CTA. The client base is institutional, and the firm charges a mix of asset-based fees and performance-linked fees. Public filings indicate the firm does not position itself as an ESG investor and is not registered as a multi-state adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 96%, Cash & Cash Equivalents 4%96%
  • Exchange Traded Equities96%
  • Cash & Cash Equivalents4%

Owners & executives

1 of 1
  • William Greener

    CFOCRD 4420729

Contacts

1 of 1
  • William Dollens

    William Dollens

    ManagerCRD 6012066

Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

FINTRX

Location

Primary office

Charleston, SC

Charleston

Location

Charleston, SC

Headquartered in Charleston, SC, in the South of the United States.

Region
South
County
Charleston
Address
92 Broad St
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth