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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- Available
- Established Date
- 01-27-2005
- Office Locations
- 1
Office Locations
About Frontenac Partners, L.l.c.
Frontenac Partners is a boutique investment manager for individual investors, providing institutional-style, highly customized portfolio management with direct client access. The team uses a top-down macro process across equities, fixed income, commodities and cash, and often implements exposures with ETFs and U.S. government/agency bonds. Administration is facilitated through Charles Schwab. Founded in 2003 by CFA Fred Quirsfeld, former American Express Financial Advisors fixed-income CIO.
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Owner & Executives
FREDERICK CHARLES QUIRSFELD JR
Managing Member, Managing Partner
- CRD
- #1415371
- Ownership
- 75% or more
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| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $32,522,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $32,522,000 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| U.S. Government/Agency | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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