Alexandre
Braune

Boreal Capital Management LLC

CRD#2920094
Investment Advisor
in Miami, FL

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About this Advisor

Alexandre Braune is a financial advisor based in Miami, Florida who has 8 years of industry experience. Braune is an employee of Boreal Capital Management LLC. Over the course of their career, Braune has held roles at E.S. Financial Services, Inc, Espirito Santo Bank Of Florida, Espirito Santo Investment Advisors, Inc and Safra National Bank Of New York. Braune has a Series 66 license, qualifying them as both a securities agent and an investment advisor representative, and is registered to work in Florida. Boreal Capital Management LLC is a business based in Miami, FL. It administers $1 billion in assets under management between its 687 accounts, placing it among the largest financial advisory firms in the nation by assets under management. Of its 687 customer accounts, 19% are associated with high-net-worth clients who have more than $1 million in assets available to invest. Boreal Capital Management LLC performs a set of services, including portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles and portfolio management for institutional clients. Fees charged by financial advisors typically are based on which services the firm provides the client. Fees charged by Boreal Capital Management LLC can include any combination of asset-based and performance-based fees.

Certifications and Registrations

Series 66

Years Registered*

8 years

Services Offered

Portfolio management for individuals and/or small businesses, Portfolio management for pooled investment vehicles, Portfolio management for businesses or institutional clients

Fee Structure

Percentage of Assets, Performance-based Fees

Office Location

1450 Brickell Avenue Suite 2900
Miami, FL 33131

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Boreal Capital Management LLC Brokerage Details

Total Assets Under Management

$1,286,326,863

FL Average: $1,855,561,029
Total Number of Employees

44

FL Average: 62
Total Number of Accounts

687

FL Average: 2,474
Average Account Size

$1,872,383

FL Average: $750,025

Investment Advisory Services

  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles
  • Portfolio management for businesses or institutional clients

Alexandre Braune Work History

Alexandre has been registered as a financial advisor for 8 years.*

2014 - Present (10 years)

Safra National Bank Of New York

2012 - 2014 (2 years)

Espirito Santo Investment Advisors, Inc

2010 - 2014 (4 years)

E.S. Financial Services, Inc

2010 - 2014 (4 years)

Espirito Santo Bank Of Florida

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Alexandre Braune to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Boreal Capital Management LLC

Carl Edlund
Miami, FL
Daniel Eulate
Miami, FL
Roberto Garcia
Miami, FL
Luis Delgado
Miami, FL
Santiago Copello
Key Biscayne, FL
Marco Moreno
Miami, FL
Ana Arnau
Miami, FL

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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