Borealis Strategic Capital Partners, Lp
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Overview
Borealis Strategic Capital Partners, Lp is an advisory company headquartered in Chicago, Illinois. Borealis Strategic Capital Partners, Lp controls $574.3 million in assets over eight accounts, making it one of the bigger investment advisory firms in the United States by assets under management (AUM). The company has a small group, including 5 financial advisors. Borealis Strategic Capital Partners, Lp does not act as a registered broker-dealer, meaning the company is not able to buy and sell securities for its own accounts as well as its customers' and instead is required to go through a broker-dealer firm to do so. Securities are exchangable financial investments like bonds, options and stocks.
Borealis Strategic Capital Partners, Lp administers all of its accounts in a discretionary manner. Discretionary management is a structure in which buy and sell choices are made by an investment advisor without requiring the customer's consent. The firm's typical account size is $71.8 million. The average advisor at Borealis Strategic Capital Partners, Lp manages about two client accounts, placing it among the most personalized financial advisor firms in the country.
Borealis Strategic Capital Partners, Lp's main office is located at 180 North Wacker Drive, Chicago, Illinois 60606. Borealis Strategic Capital Partners, Lp is legally permitted to serve customers in the state of Illinois.
Assets Under Management
Number of Advisors
Disclosures
Office Location
Borealis Strategic Capital Partners, Lp by the Numbers
$574.3 million
6
8
$71.8 million
Fee Structure
Fees for financial management usually are based on the type of services offered. Fees billed by the company can include the following fee structures: asset-based or performance-based. Wrap fee programs, or the practice of bundling services for a single fee, are not offered by the company.
Available
-
Offered by 69% of firms
Percentage of Assets
-
Offered by 26% of firms
Performance-based
Unavailable
-
Find one of the 21% of firms that offer this fee type
Hourly
-
Find one of the 1% of firms that offer this fee type
Commissions
-
Find one of the 0% of firms that offer this fee type
Subscription
-
Find one of the 32% of firms that offer this fee type
Fixed
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Find one of the 10% of firms that offer this fee type
Other
Types of Clients
It caters to pooled investment vehicles. Out of its eight accounts, Borealis Strategic Capital Partners, Lp's biggest client type by number of accounts is pooled investment vehicles. About 75% of the company's customers reside abroad.
- High-Net-Worth Individuals* - 0%
- Other Individuals - 0%
- Corporations - 100%
- Charitable Organizations - 0%
* The U.S. Securities and Exchange Commission (SEC) defines a high-net-worth individual as someone who has at least $750,000 under management.
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Disclosures
Borealis Strategic Capital Partners, Lp does not have any disclosures.
Please visit its Form ADV for more details.
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