RIA · CRD 334429Exempt Reporting AdviserPrivate Fund Adviser

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FRANK INVESTMENTS

Frank Investments is an award winning financial services boutique offering investment management solutions for high net worth clients, including the...

FRANK INVESTMENTS

Frank Investments is an award winning financial services boutique offering investment management solutions for high net worth clients, including the opportunity to invest alongside its founding partners. It also provides regulatory incubation and umbrella services for PE and VC funds and corporate finance advisors, and discretionary investment management for high-net-worth individuals.

General information

Firm type

RIA

Principals

Paul Sedgwick

Paul Barry-Walsh

Paul Sedgwick

Head of Investment

Paul Sedgwick

Investment Services

Janet Montagu

Consultancy Services

Amy Grovit

Compliance & Appointed Representative Services

Frequently asked questions

How can I evaluate FRANK INVESTMENTS for co-investment opportunities?

Without disclosed principals, AUM, or track record, evaluating the firm requires direct outreach to confirm their investment criteria and credibility. Publicly verifiable due diligence is not currently possible.

Profile maintained by using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.

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