Boreal Capital Management LLC

Boreal Capital Management LLC (CRD# 112221) is a financial advisory firm headquartered in Miami, FL. They manage $1,286,326,863 in 687 accounts and serve the financial needs of clients across 24 states (or territories).

By the Numbers
  • Total Assets Under Management
    1,286
    MILLION
  • Total Number of Accounts
    687
    ACCOUNTS
  • Average Account Value
    $1,872,383
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
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 26 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 15 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 over 4 years 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 22 years of experience in the finance industry.

4
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 19 years of experience in the finance industry.

5
Santiago L. Copello
CRD#: 3169072
Key Biscayne, FL

Santiago Copello (CRD# 3169072) is an Investment Advisor Representative working at Boreal Capital Management LLC in Key Biscayne, FL and has over 25 years of experience in the finance industry.

6
Luis A. Delgado
CRD#: 4990149
1450 Brickell Avenue, Suite 2900, Miami, FL 33131

Luis Delgado (CRD# 4990149) is an Investment Advisor Representative working at Boreal Capital Management LLC in Miami, FL and has over 18 years of experience in the finance industry.

7
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 14 years of experience in the finance industry.

8
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 12 years of experience in the finance industry.

9
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 10 years of experience in the finance industry.

10
Roberto F. Garcia
CRD#: 1877805
1450 Brickell Avenue, Suite 2900, Miami, FL 33131

Roberto Garcia (CRD# 1877805) is an Investment Advisor Representative working at Boreal Capital Management LLC in Miami, FL and has over 35 years of experience in the finance industry.

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