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Boreal Capital Management LLC

Headquartered in MIAMI, FL

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Firm Information

Boreal Capital Management LLC is an investment adviser headquartered in Miami, Florida. The firm manages approximately $1 billion to $10 billion in assets for individuals, corporations, and pooled investment vehicles. The firm's advisory services include portfolio management for individuals, businesses, and pooled investment vehicles. Boreal Capital Management LLC is registered with the SEC under SEC number 801-57604.

Boreal Capital Management LLC

1450 BRICKELL AVENUE

MIAMI, FL 33131

$1.38B

Assets Under Management

Not reported

Total Clients

23

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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percentage of assets

A percentage of the total value of assets under management is charged.

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performance-based fees

Fees calculated based on the performance of your investments relative to a benchmark.

Branch Locations (4)

BOREAL CAPITAL MANAGEMENT LLC has a total of 4 branch locations across the country.
location

Key Biscayne, FL

location

MIAMI, FL

location

Madrid

location

GENEVA

Advisors at Boreal Capital Management LLC

View All 23 Advisors
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Daniel Eulate

RA

MIAMI, FL

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Renata V Benghira-lima

RA

MIAMI, FL

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Bruno Alejandro Gomez acebo borbon

RA

Madrid,

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Antonio Oliveira moura

RA

MIAMI, FL

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Roberto Ruiz velez

RA

MIAMI, FL

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Lorena Dayana Berthe-martinez

RA

MIAMI, FL

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Fernando De frutos gonzalez

CFA®, RA

MIAMI, FL

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Roberto Felipe Garcia

RA

MIAMI, FL

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Disclosures

There are no public disclosures for Boreal Capital Management LLC.

Frequently Asked Questions (9)

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