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David Andres Valeiras

Frontier Global Partners LLC

La Jolla, CA

CRD 6201929

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Employer firm

Frontier Global Partners LLC CRD 145341

$713M regulatory AUM

Reported services (Item 5G)

  • Portfolio management (individuals)
  • Portfolio management (pooled vehicles)
  • Portfolio management (institutions)

From the firm’s Form ADV. Read the guides:

Current Employers
Frontier Global Partners Llc

7817 Ivanhoe Avenue Suite 200, La Jolla, CA 92037 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2020-03-23
  • CA RA
    APPROVED
    Since 2020-03-23

Branch Locations

7817 Ivanhoe Avenue Suite 200, La Jolla, CA 92037 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Hav Capital, Llc La Jolla CA 08/2012 04/2018
Frontier Global Partners Llc La Jolla CA 04/2018 Present
Previous Registrations
  • 2014-09-09 → 2018-12-31
    Hav Capital
    La Jolla, CA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2014-09-09
  • S65 Uniform Investment Adviser Law Examination
    2014-09-09

View on SEC IAPD

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TIMOTHY SMITH CALLAN
KYLE ANDREW KRAUS
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UBS FINANCIAL SERVICES INC. · LA JOLLA, CA
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