Boreal Capital Management LLC

Boreal Capital Management LLC (CRD# 112221) is a financial advisory firm headquartered in Miami, FL. They manage $1,387,648,101 in 610 accounts and serve the financial needs of clients across 24 states (or territories).

By the Numbers
  • Total Assets Under Management
    1,388
    MILLION
  • Total Number of Accounts
    610
    ACCOUNTS
  • Average Account Value
    $2,274,833
Compensation Options
  • A percentage of assets under your management
  • Performance-based fees
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

AZ, CA, CO, CT, DC, DE, FL, GA, IL, KS, MA, MD, ME, MI, MO, NC, NH, NJ, NY, PA, SC, TX, VT, WI

Financial Advisors at Boreal Capital Management LLC
Showing 1 - 10 of 21 top financial advisors.
1
Alexandro Ampudia Tommasi
CRD#: 4921219
1450 Brickell Avenue, Suite 2900, Miami, FL 33131

Alexandro Ampudia Tommasi (CRD# 4921219) is an Investment Advisor Representative working at Boreal Capital Management LLC in Miami, FL and has over 12 years of experience in the finance industry.

2
Renata V. Benghira-Lima
CRD#: 5218105
1450 Brickell Avenue, Suite 2900, Miami, FL 33131

Renata Benghira-Lima (CRD# 5218105) is an Investment Advisor Representative working at Boreal Capital Management LLC in Miami, FL and has 1 year of experience in the finance industry.

3
Lorena D. Berthe-Martinez
CRD#: 4207106
1450 Brickell Avenue, Suite 2900, Miami, FL 33131

Lorena Berthe-Martinez (CRD# 4207106) is an Investment Advisor Representative working at Boreal Capital Management LLC in Miami, FL and has over 19 years of experience in the finance industry.

4
Giselle Bircann Mercado
CRD#: 4097242
1450 Brickell Avenue, Suite 2900, Miami, FL 33131

Giselle Bircann Mercado (CRD# 4097242) is an Investment Advisor Representative working at Boreal Capital Management LLC in Miami, FL and has over 17 years of experience in the finance industry.

5
Sergio R. Bister Pessaj
CRD#: 4531076
1450 Brickell Avenue, Suite 2900, Miami, FL 33131

Sergio Bister Pessaj (CRD# 4531076) is an Investment Advisor Representative working at Boreal Capital Management LLC in Miami, FL and has over 16 years of experience in the finance industry.

6
Alexandre S. Braune
CRD#: 2920094
1450 Brickell Avenue, Suite 2900, Miami, FL 33131

Alexandre Braune (CRD# 2920094) is an Investment Advisor Representative working at Boreal Capital Management LLC in Miami, FL and has over 13 years of experience in the finance industry.

7
Eli Butnaru
CRD#: 2527114
1450 Brickell Avenue, Suite 2900, Miami, FL 33131

Eli Butnaru (CRD# 2527114) is an Investment Advisor Representative working at Boreal Capital Management LLC in Miami, FL and has over 25 years of experience in the finance industry.

8
Juan M. Doria
CRD#: 3157084
1450 Brickell Avenue, Suite 2900, Miami, FL 33131

Juan Doria (CRD# 3157084) is an Investment Advisor Representative working at Boreal Capital Management LLC in Miami, FL and has over 10 years of experience in the finance industry.

9
Carl H. Edlund
CRD#: 5171975
1450 Brickell Avenue, Suite 2900, Miami, FL 33131

Carl Edlund (CRD# 5171975) is an Investment Advisor Representative working at Boreal Capital Management LLC in Miami, FL and has over 9 years of experience in the finance industry.

10
Daniel Eulate
CRD#: 6091296
1450 Brickell Avenue, Suite 2900, Miami, FL 33131

Daniel Eulate (CRD# 6091296) is an Investment Advisor Representative working at Boreal Capital Management LLC in Miami, FL and has over 7 years of experience in the finance industry.

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