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Carl Henrik gustaf Edlund

Boreal Capital Management LLC

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About Carl Henrik gustaf Edlund

Carl Henrik Gustaf Edlund is a financial professional with over 15 years of experience in the financial services industry. Carl has a strong background in securities and investment advisory, having worked with a variety of firms, including Stanford Group Company, E.S. Financial Services, Inc., and EFG Capital International. Carl is currently registered as a Registered Representative with Boreal Capital Securities LLC, a registered broker-dealer, and as an Investment Adviser Representative with Boreal Capital Management LLC, a registered investment adviser. Carl specializes in portfolio management for individuals, businesses, and pooled investment vehicles. Carl is committed to providing his clients with personalized financial advice and investment strategies that are tailored to their specific needs and goals.

Firm Information

Carl Edlund is currently registered with Boreal Capital Management LLC. 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.

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Carl Edlund’s Registration & Firm History

FL

08/13/2020 - Present

Boreal Capital Management LLC (MIAMI FL)

FL

05/13/2013 - 08/10/2020

EFG CAPITAL INTERNATIONAL (MIAMI FL)

FL

03/15/2010 - 04/17/2013

E.S. FINANCIAL SERVICES, INC. (MIAMI FL)

TX

08/25/2006 - 12/31/2008

STANFORD GROUP COMPANY (HOUSTON TX)

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Licenses & Designations

BOTH

Issued 03/30/2011

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 11/13/2006

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Carl Henrik gustaf Edlund.
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