Frank Capital Partners LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$8,827,997
This total excludes 2 entity clients. Entities are clients such as corporations, partnerships, or trusts.
Clients
17
82% high-net worth
Advisors
1
of 2 employees
Firm type
Independent
1 advisor
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
17
LowAverage account size
$519,294
About
Frank Capital Partners provides discretionary investment management to individuals and trusts as well as to private funds and multiple series of a registered investment company. The firm manages separately managed accounts and pooled vehicles, including named pooled funds referenced in its brochure.
Frank Capital’s investment process is grounded in fundamental value analysis, with attention to EBITDA, free cash flow, marginal return on invested capital, and leverage ratios to identify securities trading at below-average multiples. Portfolios are generally held for long-term gains but may include long/short positions, direct corporate bonds, and option strategies for hedging, and accounts are monitored regularly.
Noteworthy features include the firm’s role in both managing and providing administrative and compliance services to funds — arrangements for which it receives compensation and discloses as a potential conflict of interest. The firm also participates in an Interactive Brokers institutional program that provides custodial, trading, and operational benefits that are not typical for many smaller advisory firms.
Client services
Portfolio management
Newsletters or periodicals
Educational seminars or workshops
Expertise
Active portfolio management
Options & derivatives strategies
Fee options
0.91% annually
Performance fees may be charged on any client accounts, specific amounts not stated
Most active in
Frank Capital Partners LLC has reported serving >5 clients in these states in the last 12 months.
Florida
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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