Overview
Assets Under Management: $1.4 billion
Headquarters: MIAMI, FL
High-Net-Worth Clients: 178
Average Client Assets: $6 million
Frequently Asked Questions
BOREAL CAPITAL MANAGEMENT LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #112221), BOREAL CAPITAL MANAGEMENT LLC is subject to fiduciary duty under federal law.
BOREAL CAPITAL MANAGEMENT LLC is headquartered in MIAMI, FL.
BOREAL CAPITAL MANAGEMENT LLC serves 178 high-net-worth clients according to their SEC filing dated June 11, 2024. View client details ↓
According to their SEC Form ADV, BOREAL CAPITAL MANAGEMENT LLC offers portfolio management for individuals, portfolio management for pooled investment vehicles, and portfolio management for institutional clients. View all service details ↓
BOREAL CAPITAL MANAGEMENT LLC manages $1.4 billion in client assets according to their SEC filing dated June 11, 2024.
According to their SEC Form ADV, BOREAL CAPITAL MANAGEMENT LLC serves high-net-worth individuals, pooled investment vehicles, and institutional clients. View client details ↓
Services Offered
Services: Portfolio Management for Individuals, Portfolio Management for Pooled Investment Vehicles, Portfolio Management for Institutional Clients
Clients
Number of High-Net-Worth Clients: 178
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 61.82
Average High-Net-Worth Client Assets: $6 million
Total Client Accounts: 800
Discretionary Accounts: 221
Non-Discretionary Accounts: 579
Regulatory Filings
CRD Number: 112221
Last Filing Date: 2024-06-11 00:00:00
Website: https://borealcm.com