DFX Intelligence

Data Factory

RIA / WealthRegistered adviserformer SEC adviserleft the SEC rosterRAUM none

FRONTIER PARTNERS, INC.

CRD 155408

WESTMONT, IL

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:ee1fe310-87ff-078d-2ac0-bdc40968ac96

Data as of Sep 26, 2025 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 7:36 AM UTC and rebuilt at most every 15 minutes.

Relationships: 11
Dated events: 6
On other graphs: 0
Observed: Mar 22, 2012 to Sep 26, 2025
23 observations

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: former SEC adviserderivedabsent from the latest SEC roster
Regulatory AUM: $0Item 5.F on the latest filing (2025-09-26); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $0
Private client RAUM: $0derivedItem 5.D individuals plus high net worth individuals
Advisors on IAPD: 0
Employees: 3
Advisory employees: 0
Offices: 2Schedule D 1.F, beyond the principal office
Accounts: 0
SEC number: 801-71938
CRD: 155408
Filings on the tape: 23
First filed: Mar 22, 2012
Latest filed: Sep 26, 2025
Organised: Corporation, IL
Website: frontierpartners.com

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
FRONTIER NORTH AMERICA HOLDINGS INC.	HOLDING COMPANY	E	yes	02/2018	Feb 20, 2018	Sep 28, 2024
Jones, Benjamin, Decator	MANAGING DIRECTOR, SECRETARY	Na	yes	05/2024	Jun 25, 2024	Sep 28, 2024
MAGELLAN FINANCIAL GROUP LIMITED	PARENT ENTITY	E	yes	02/2018	Feb 20, 2018	Sep 28, 2024
Thompson, Charles, Spurgeon	MANAGING DIRECTOR, PRESIDENT, TREASURER	Na	yes	05/2024	Mar 4, 2024	Sep 28, 2024
Deangelis, Mark, Joseph	CHIEF COMPLIANCE OFFICER	Na	no	09/2024	Sep 27, 2024	Sep 28, 2024

Affiliates (Item 7.A)

as filed on Item 7.A; a related person with a CRD on the graph links to its own page

Related person	Type	Class on the graph	Its RAUM	Control	Common control	State
MAGELLAN ASSET MANAGEMENT LIMITED	n/a	Other adviser	$22B	N	yes	n/a
FRONTEGRA ASSET MANAGEMENT INC	n/a	Asset manager	$119M	N	yes	n/a
FRONTEGRA STRATEGIES, LLC	n/a	n/a	n/a	N	yes	n/a

Offices

Schedule D 1.F offices beyond the principal office; street addresses are not published

City	State	Country	Employees	Also broker-dealer
n/a	n/a	n/a	1	yes

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line

Fiscal year	Filed	RAUM	Discretionary	Employees	Offices	Private funds	Fund GAV
2024	Sep 27, 2024	n/a	n/a	3	2	n/a	n/a
2023	Sep 13, 2023	n/a	n/a	7	0	n/a	n/a
2022	Sep 19, 2022	n/a	n/a	8	0	n/a	n/a
2021	Oct 29, 2021	n/a	n/a	11	0	n/a	n/a
2020	Mar 15, 2021	n/a	n/a	11	0	n/a	n/a
2019	Mar 23, 2020	n/a	n/a	11	0	n/a	n/a
2018	Mar 27, 2019	n/a	n/a	11	0	n/a	n/a
2017	Feb 20, 2018	n/a	n/a	11	0	n/a	n/a
2016	Mar 13, 2017	n/a	n/a	8	n/a	n/a	n/a
2015	Mar 21, 2016	n/a	n/a	8	n/a	n/a	n/a
2014	Feb 13, 2015	n/a	n/a	8	n/a	n/a	n/a
2013	Mar 19, 2014	n/a	n/a	8	n/a	n/a	n/a
2012	Mar 25, 2013	n/a	n/a	8	n/a	n/a	n/a
2011	Mar 22, 2012	n/a	n/a	n/a	n/a	n/a	n/a

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2024	$0	n/a	n/a	n/a	n/a	3	7	2	0

Relationships

Affiliated with (5)

← MAGELLAN INVESTMENT PARTNERSRegistered adviserother investment adviser, common control
factForm ADV
← MAGELLAN INVESTMENT PARTNERS NORTH AMERICA, INC.Registered adviserother investment adviser, common control
factForm ADV
→ MAGELLAN INVESTMENT PARTNERS NORTH AMERICA, INC.Registered adviserother investment adviser, common control
factForm ADV
→ MAGELLAN INVESTMENT PARTNERSRegistered adviserother investment adviser, common control
factForm ADV
← TIMPANI CAPITAL MANAGEMENT LLCRegistered adviserother investment adviser, common control
factForm ADV

Registered with (1)

← Benjamin Decator JonesAdvisorregistration: previous registration
Mar 28, 2024 to Dec 31, 2024factForm ADV

Controls (4)

← Thompson, Charles, SpurgeonOwnerMANAGING DIRECTOR, PRESIDENT, TREASURER, ownership code NA, individual
Mar 4, 2024 to Sep 28, 2024factForm ADV
← Jones, Benjamin, DecatorOwnerMANAGING DIRECTOR, SECRETARY, ownership code NA, individual
Jun 25, 2024 to Sep 28, 2024factForm ADV
← FRONTIER NORTH AMERICA HOLDINGS INC.OwnerHOLDING COMPANY, ownership code E, domestic entity
Feb 20, 2018 to Sep 28, 2024factForm ADV
← MAGELLAN FINANCIAL GROUP LIMITEDOwnerPARENT ENTITY, ownership code E, foreign entity
Feb 20, 2018 to Sep 28, 2024factForm ADV

Owns (1)

← Deangelis, Mark, JosephOwnerCHIEF COMPLIANCE OFFICER, ownership code NA, individual
Sep 27, 2024 to Sep 28, 2024factForm ADV

Dated events

1 bookkeeping events (roster, classification and holdings changes) folded below

Occurred
Jun 25, 2024
Control person joined
Decator Benjamin Jones (Managing Director) appeared on Schedule A of Frontier Partners, Inc.
Form ADVobserved 4 days ago
Occurred
Jun 25, 2024
Control person left
Donald William Forsyth (President/Treasurer/Secretary) no longer on Schedule A of Frontier Partners, Inc. (listed 2024-03-04, absent 2024-06-25)
Form ADVobserved 4 days ago
Occurred
Jun 25, 2024
Control person left
Alan Christopher Currie (Chief Compliance Officer, Chief Operating Officer (Since 6/2020)) no longer on Schedule A of Frontier Partners, Inc. (listed 2024-03-04, absent 2024-06-25)
Form ADVobserved 4 days ago
Occurred
Jun 25, 2024
Control person left
Rebecca Rose Melissa Erickson (Director Of Operations) no longer on Schedule A of Frontier Partners, Inc. (listed 2024-03-04, absent 2024-06-25)
Form ADVobserved 4 days ago
Occurred
Mar 4, 2024
Control person joined
Spurgeon Charles Thompson (Director) appeared on Schedule A of Frontier Partners, Inc.
Form ADVobserved 4 days ago

Show 1 bookkeeping events

Occurred
Feb 2, 2026
Frontier Partners, Inc. no longer on the SEC adviser roster (last listed 2026-01-02)

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:ee1fe310-87ff-078d-2ac0-bdc40968ac96
First observed: Mar 22, 2012
Last observed: Sep 26, 2025 11 months ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

FRONTIER PARTNERS, INC.

CRD 155408

WESTMONT, IL

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:ee1fe310-87ff-078d-2ac0-bdc40968ac96

Data as of Sep 26, 2025 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 7:36 AM UTC and rebuilt at most every 15 minutes.

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

FRONTIER NORTH AMERICA HOLDINGS INC.

HOLDING COMPANY

yes

02/2018

Feb 20, 2018

Sep 28, 2024

Jones, Benjamin, Decator

MANAGING DIRECTOR, SECRETARY

yes

05/2024

Jun 25, 2024

Sep 28, 2024

MAGELLAN FINANCIAL GROUP LIMITED

PARENT ENTITY

yes

02/2018

Feb 20, 2018

Sep 28, 2024

Thompson, Charles, Spurgeon

MANAGING DIRECTOR, PRESIDENT, TREASURER

yes

05/2024

Mar 4, 2024

Sep 28, 2024

Deangelis, Mark, Joseph

CHIEF COMPLIANCE OFFICER

09/2024

Sep 27, 2024

Sep 28, 2024

Related person

Type

Class on the graph

Its RAUM

Control

Common control

State

MAGELLAN ASSET MANAGEMENT LIMITED

n/a

Other adviser

$22B

yes

n/a

FRONTEGRA ASSET MANAGEMENT INC

n/a

Asset manager

$119M

yes

n/a

FRONTEGRA STRATEGIES, LLC

n/a

yes

n/a

City

State

Country

Employees

Also broker-dealer

n/a

yes

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2024

Sep 27, 2024

n/a

2023

Sep 13, 2023

n/a

2022

Sep 19, 2022

n/a

2021

Oct 29, 2021

n/a

2020

Mar 15, 2021

n/a

2019

Mar 23, 2020

n/a

2018

Mar 27, 2019

n/a

2017

Feb 20, 2018

n/a

2016

Mar 13, 2017

n/a

2015

Mar 21, 2016

n/a

2014

Feb 13, 2015

n/a

2013

Mar 19, 2014

n/a

2012

Mar 25, 2013

n/a

2011

Mar 22, 2012

n/a

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2024

n/a