Frontlight Capital LP is a large advisory firm based in Boston. It manages $366.75 million of regulatory assets for 3 client accounts. It has been registered with the SEC as an adviser since 2015 and has operated in the jurisdiction of Massachusetts.
Frontlight Capital provides portfolio management for pooled investment vehicles. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Frontlight Capital LP is $366.75 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 75% since the beginning of its operation, and $366.75 million of the total AUM is attributable to clients outside of the United States.
The advisory firm has several streams of revenue. Clients pay Frontlight Capital LP for their services and products based on a percentage of assets under management and performance-based fees. The adviser charges an additional fee when a set benchmark is outperformed. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The only and largest group of clients of Harvey Stuart Felman is pooled investment vehicles with 3 clients and $366.75 million of assets under management. Among the 6 most similar advisory firms, Frontlight Capital has the highest percentage of pooled investment vehicles out of all clients.
The amount of regulatory assets under management is $366.75 million for 3 clients. 67% of the firm’s clients are foreign persons or businesses.
Frontlight Capital also advises several private funds. Namely, one hedge fund. The minimum investment commitment required of non-related persons is $5,000,000 for each fund.
The company employs 17 people that are either part- or full-time employees. 47 percent of the employees work as investment advisers or researchers. No employees are registered as investment adviser representatives with the state securities authorities.
There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.
Harvey Stuart Felman has been acting as President since 1 Dec 2016. Edward Vito Denoble has served as the Chief Investment Officer since 1 Feb 2015. John Albert Ritacco joined the executive team most recently as the Chief Financial Officer & Chief Operating Officer.
The principal office where Frontlight Capital LP performs its advisory services is located at 125 High Street, Suite 1712, Boston, MA 02110, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 617-483-6100 or by fax 617-483-6102. The normal business hours are 9am-5pm on Monday - Friday. You can find more information about the New York firm at frontlightcapital.com.