Frontfour Capital Group LLC (Greenwich)

Name: Frontfour Capital Group LLC
Address: 35 Mason Street, Greenwich, CT, 06830
Telephone: 203-274-9050

Frontfour Capital Group LLC is a large advisory firm based in Greenwich. It manages $207.93 million of regulatory assets for 7 client accounts. It has been registered with the SEC as an adviser since 2008 and has operated in the jurisdiction of Connecticut.

Frontfour Capital Group 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.

Frontfour Capital Group: assets under management

The assets under management (AUM) of Frontfour Capital Group LLC is $207.93 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 342% since the beginning of its operation, and $176.83 million of the total AUM is attributable to clients outside of the United States.

The firm manages $207.93 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $29.7 million each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Frontfour Capital Group LLC for their services and products based on a percentage of assets under management and performance-based fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

What kind of clients Frontfour Capital Group serves?

The only and largest group of clients of Frontfour Capital Group is pooled investment vehicles with 7 clients and $207.93 million of assets under management. Among the 9 most similar advisory firms, Frontfour Capital Group has the highest percentage of pooled investment vehicles out of all clients.

The amount of regulatory assets under management is $207.93 million for 7 clients. 71% of the firm’s clients are foreign persons or businesses.

Frontfour Capital Group also advises several private funds. Namely, one hedge fund. The minimum investment commitment required of non-related persons is $1,000,000 for each fund.

Careers at Frontfour Capital Group LLC

The company employs 6 people that are either part- or full-time employees. 67 percent of the employees work as investment advisers or researchers. No employees are registered as investment adviser representatives with the state securities authorities.

There’s a single person 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.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
David Aaron Lorber	Member of frontfour capital group llc	1 Dec 2006	25% - 50%	5471981
Zachary Ryan George	Member of frontfour capital group llc	1 Dec 2006	25% - 50%	4209059
Andrew N Stotland	Chief compliance officer	1 Dec 2006	25% - 50%	3247089
Carlton B. Klein	Partner	1 Dec 2006	25% - 50%	4600627
Jerry Michael Meyer	Chief operating officer	1 Jan 2008	Other	2601354
Stephen Elias Loukas	Member of frontfour capital group llc	1 Sep 2010	25% - 50%	5152085
David Aaron Lorber	Shareholder and director of frontfour capital corp	1 Jan 2011	25% - 50%	5471981
Stephen Elias Loukas	Shareholder and director of frontfour capital corp	1 Jan 2011	25% - 50%	5152085
Zachary Ryan George	Shareholder and director of frontfour capital corp	1 Jan 2011	25% - 50%	4209059
David Aaron Lorber	Shareholder and president of frontfour capital corp	1 Jul 2011	25% - 50%	5471981
Stephen Elias Loukas	Shareholder and president of frontfour capital corp	1 Jul 2011	25% - 50%	5152085
Zachary Ryan George	Shareholder and president of frontfour capital corp	1 Jul 2011	25% - 50%	4209059
Justin M Hirsch	Chief compliance officer and chief financial officer	1 Oct 2013	Other	5697915

Based in Greenwich

The principal office where Frontfour Capital Group LLC performs its advisory services is located at 35 Mason Street, Greenwich, CT 06830, 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 203-274-9050 or by fax 203-274-9045. The normal business hours are 8am-6pm on Monday - Friday. You can find more information about the New York firm at frontfourcapital.com.