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BOREAL CAPITAL MANAGEMENT LLC
BOREAL CAPITAL MANAGEMENT LLC
MIAMI, Florida
·
4 registered advisors
·
CRD# 112221
SEC# 801-57604
0
305-459-5400
01
Firm Overview
AUM
$1.4B
Regulatory assets under management
Employees
44
Total firm employees
Advisors
4
Registered representatives
02
Services & Fees
Advisory Services
Portfolio management (individuals)
Pension consulting
Selection of other advisers
Compensation
Percentage of AUM
Performance-based fees
03
Specialties
Investment Management
Retirement Planning
Wealth Management
04
Advisors at BOREAL CAPITAL MANAGEMENT LLC
4 registered advisors
Eli Butnaru
MIAMI, Florida
CFA
CRD# 2527114
Joaquin Nmn Frances
MIAMI, Florida
CRD# 4551274
Peter Botero
MIAMI, Florida
CRD# 2809436
Salvador Garcon
MIAMI, Florida
CRD# 3241078
05
Office Locations
MIAMI, Florida
4 advisors
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Data sourced from SEC Form ADV filings. BOREAL CAPITAL MANAGEMENT LLC (CRD# 112221) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.