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James T. Borello & Co.

● SEC registered since 2018CRD 16860SEC# 801-114233East Dundee, IL
Export (members)
Reg. AUM
$514.1M
Employees
4
Accounts
700
Location
East Dundee, IL

James T. Borello & Co. assets under management

James T. Borello & Co. is an SEC-registered investment adviser based in East Dundee, IL. The firm has been registered since 2018. It reports $514.1 million in regulatory assets under management and employs 4 people.
www.jamestborello.comView on SEC.gov ↗

James T. Borello & Co. owners & executives

2 reported
NameTitleOwnershipSince
Daniel James Borello ControlPrincipal Financial Officer, Principal Operations Officer, Finop & DirectorOver 75%2018
James Thomas Borello ControlPresident, Chief Compliance OfficerUnder 5%1990

Frequently asked questions

How much does James T. Borello & Co. manage?

James T. Borello & Co. reports $514.1 million in regulatory assets under management on its Form ADV.

How many employees does James T. Borello & Co. have?

James T. Borello & Co. reports 4 employees.

Where is James T. Borello & Co. located?

James T. Borello & Co. is based in East Dundee, IL and has been SEC-registered since 2018.

Does James T. Borello & Co. disclose fund performance?

James T. Borello & Co. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address151 Dundee Avenue, East Dundee, IL 60118
Phone847-426-0200
Fax847-426-9601
Office hours8:30 a.m. - 5:00 p.m.
SEC regionChicago Regional Office (CHRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$514.1M
Non-discretionary$0
Total (RAUM)$514.1M