New Frontier Advisors, LLC

RIASEC RegisteredEst. 2011

Total AUM

$4B

Discretionary

$110M

3% of AUM

Avg account

$14.1M

Accounts

282

Employees

16

Advisory reps

6

Firm details

Headquarters: Boston, Massachusetts
CRD number: 147181
Registered since: June 21, 2011
Website: newfrontieradvisors.com
Custodians: CHARLES SCHWAB & CO., INC., FIDELITY DISTRIBUTORS COMPANY LLC
Fee structure: Percentage of AUM
Client types: Other Investment Advisers97.25%
Individuals1.75%
HNWI0.97%
Corporations / Businesses0.03%
Services: Portfolio Management for IndividualsPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

New Frontier Advisors, LLC is an SEC-registered institutional RIA organized as an LLC and registered in 2011. The firm serves both high-net-worth individuals and families as well as institutional clients, offering portfolio management for individuals/small businesses and for businesses or institutions. Its advisory fees are charged as a percentage of assets under management. The firm identifies as an active ESG investor. It does not position itself as a capital allocator and is not a pension consultant or related adviser.

Assets & Accounts

Investments & Alternatives

Location & Offices

Read the full firm profile in FINTRX →

Investment profile

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

CRM & tech providers

TAMPs used

Clients

Client base

Client personas

Asset composition

Public Funds/Mutual Funds93%
Exchange Traded Equities5%
Cash & Cash Equivalents2%

Owners & executives

2 of 2

Abigail Gabrielse
Chief Operating OfficerCRD 7920110
Robert Michaud
Co-Founder and CIOCRD 4726690

Contacts

3 of 4

Theresa Muller
CCOCRD 5853117
Jeffrey Megar
VP, Business DevelopmentCRD 4347146
David Esch
Managing Director of ResearchCRD 6841555

Unlock 1 more contacts →

Wealth teams

Newly hired reps

Recent M&A activity

Recent filings

Awards

Primary office

Boston, MA

Suffolk

Location

Boston, MA

Headquartered in Boston, MA, anchoring the Boston-Worcester-Providence, MA-RI-NH-CT metro in the Northeast.

Metro area: Boston-Worcester-Providence, MA-RI-NH-CT
Region: Northeast
County: Suffolk
Address: 155 Federal St
Time zone: ET (UTC-5)
Office locations

Similar firms

Evolution Credit Partners Management, LLC

Boston, MA

AUM $4.1BTEAM 43REPS 6

Castle Rock Advisors LLC

Boston, MA

AUM $3.9BTEAM 33REPS 12

Cormorant Asset Management, LP

Boston, MA

AUM $3.8BTEAM 12REPS 3

Boston Common Asset Management, LLC

Boston, MA

AUM $4.2BTEAM 39REPS 9

Martingale Asset Management

Boston, MA

AUM $4.2BTEAM 25REPS 4

Polaris Growth Management, LLC

Boston, MA

AUM $4.2BTEAM 51REPS 4

More RIAs in Boston →All Massachusetts RIAs →