| Fund | Type | Gross assets | Min. |
|---|---|---|---|
| Shield Capital Fund SPC - Gobela Sp | Other Private | $35.2M | $100K |
| Name | Title | Ownership | Since |
|---|---|---|---|
| Boreal Capital Holdings USA LLC Control | Direct Owner | Over 75% | 2009 |
| Joaquin Nmn Frances Control | Chief Executive Officer | Under 5% | 2022 |
| Peter Botero Control | Chief Compliance Officer | Under 5% | 2023 |
Boreal Capital Management LLC reports $1.8 billion in regulatory assets under management on its Form ADV.
Boreal Capital Management LLC manages 1 private funds with combined gross assets of $35.2 million.
Boreal Capital Management LLC reports 44 employees.
Boreal Capital Management LLC is based in Miami, FL and has been SEC-registered since 2000.
Boreal Capital Management LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Address | 1450 Brickell Avenue, Suite 2900, Miami, FL 33131 |
| Phone | 305-459-5400 |
| Fax | 305-459-5401 |
| Office hours | 9:00 a.m. - 5:30 p.m. |
| SEC region | Miami Regional Office (MIRO) |
| Discloses disciplinary history | Yes |
| Discretionary | $567.8M |
| Non-discretionary | $1.27B |
| Total (RAUM) | $1.84B |