A complete list of active advisors currently associated with Frequency Capital Advisors, LLC
Warmer can help you find a great advisor at Frequency Capital Advisors, LLC or one who fits your needs even better.
Frequency Capital Advisors primarily manages pooled investment vehicles and institutional assets rather than individual retail accounts. The firm's Form ADV describes its advisory business focused on portfolio management for those pooled vehicles and addresses related operational matters such as custody and brokerage practices. The brochure includes sections on methods of analysis, investment strategies and risk, and addresses performance-based fees and side-by-side management, indicating the firm considers conflicts that can arise when managing different fee arrangements. It also documents its approaches to investment discretion and oversight of trading and execution, consistent with running pooled or institutional mandates. What is distinctive is that Frequency Capital lists a single advisor while reporting no individual clients and maintaining two offices, an atypical structural profile for a manager of pooled vehicles. The ADV also contains the usual governance items (code of ethics, personal trading and proxy voting policies), but the firm’s exclusive focus on institutional/pool clients and that small-advisor structure differentiate it from many peers that serve retail investors.
To learn more about the advisors currently working at Frequency Capital Advisors, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
Name |
Location |
Years of experience |
|---|---|---|
Los Angeles, CA
| 18
|
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