FRONT ROW ADVISORS LLC

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13F Summary
Front ROW Advisors is based out of Tiburon. Front ROW Advisors is a large advisory firm with 192 clients and discretionary assets under management (AUM) of $357,989,583 (Form ADV from 2025-02-20). Their last reported 13F filing for Q3 2025 included $297,579,795 in managed 13F securities and a top 10 holdings concentration of 49.9%. Front ROW Advisors's largest holding is NVIDIA Corp with shares held of 255,002. Whalewisdom has at least 34 13F filings
Business Description
FRA LLC offers ongoing portfolio management services tailored to each client's individual goals, objectives, time horizon, and risk tolerance. They create an Investment Policy Statement for each client, outlining their current situation (income, tax levels, and risk tolerance levels) and then constructs a plan to aid in the selection of a portfolio that matches each client's specific situation. Portfolio management services include investment strategy, asset allocation, risk tolerance, personal investment policy, asset selection, and regular portfolio monitoring. Schwab Advisor Services also offers services to help FRA LLC manage and develop its business, such as compliance, legal, and business consulting, publications and conferences, and access to employee benefits providers.
Investment Strategy
FRA LLC uses long term trading, short term trading, margin transactions and options trading (including covered options, uncovered options, or spreading strategies). FRA LLC may recommend unusually risky investments to clients, such as non-investment grade bonds. FRA LLC's use of margin transactions and options trading generally holds greater risk, and clients should be aware that there is a material risk of loss using any of those strategies. Investing in securities involves a risk of loss that clients should be prepared to bear.
Owners
  • GENCAP PARTNERS, LLC - MEMBER
  • VOGEL, MICHAEL, REID - MANAGING MEMBER & CHIEF COMPLIANCE OFFICER
    • Click on the Ownership/Private Fund Data tab for more details.
Known Email Addresses
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Other Contact Information
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