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337 FRONTIER CAPITAL, LP

NEW YORK, NY · CRD 284266 · IAPD ↗ · 337frontier.com · (646)-813-3351

$795.3MRegulatory AUM
3Advisory reps
4Employees
0Clients
n/aPlanning clients
3Private funds
1States
0Disclosures
fundSegment
ApprovedSEC status

Filing changes

52
April 2026 — 337 FRONTIER CAPITAL, LP reported RAUM up 46% ($544.3M -> $795.3M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
55
April 2024 — 337 FRONTIER CAPITAL, LP crossed $500M in regulatory AUM ($402.9M -> $512.6M).
Regulatory AUM crossed $500M.
Portfolio / reporting / TAMPCRMIntegration & migration consulting

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.