Boreal Capital Management LLC

Boreal Capital Management LLC (CRD# 112221) is a financial advisory firm headquartered in Miami, FL. They manage $1,587,159,834 in 1,158 accounts and serve the financial needs of clients across 24 states (or territories).

Current Firm Details
1450 Brickell Avenue, Suite 2900, Miami, FL 33131
http://www.borealcm.com
By the Numbers
  • Total Assets Under Management
    1,587
    MILLION
  • Total Number of Accounts
    1,158
    ACCOUNTS
  • Average Account Value
    $1,370,604
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 27 top financial advisors.
1
Alexandro Ampudia Tommasi, financial advisor Miami FL
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 14 years of experience in the finance industry.

2
Renata Benghira-Lima, financial advisor Miami FL
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 3 years of experience in the finance industry.

3
Lorena Berthe-Martinez, financial advisor Miami FL
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 21 years of experience in the finance industry.

4
Sergio Bister Pessaj, financial advisor Miami FL
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 18 years of experience in the finance industry.

5
Alexandre Braune, financial advisor Miami FL
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 16 years of experience in the finance industry.

6
Santiago Copello, financial advisor Key Biscayne FL
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 24 years of experience in the finance industry.

7
Luis Delgado, financial advisor Miami FL
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 17 years of experience in the finance industry.

8
Juan Doria, financial advisor Miami FL
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 13 years of experience in the finance industry.

9
Carl Edlund, financial advisor Miami FL
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.

10
Daniel Eulate, financial advisor Miami FL
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 9 years of experience in the finance industry.

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Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

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Do not rely solely on the information on this page. The information may be inaccurate, incomplete or outdated. For the most accurate and up-to-date information, please search for the firm or individual on the SEC site at http://www.adviserinfo.sec.gov/IAPD/Content/Search/iapd_Search.aspx

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