BOREAL CAPITAL MANAGEMENT LLC

1450 Brickell Avenue
Suite 2900
Miami, Florida 33131
Tel: 305-459-5400

About BOREAL CAPITAL MANAGEMENT LLC

BOREAL CAPITAL MANAGEMENT LLC, formally registered with the SEC as BOREAL CAPITAL MANAGEMENT LLC. The firm was established in 06/09/2000. They have over 1 offices throughout the country.

BOREAL CAPITAL MANAGEMENT LLC is a Miami, Florida based Financial Planning firm with nearly $1,377,857,157 assets under management, offering retirement planning & investment advisory services to 800 clients. The firm is staffed with 44 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	112221
SEC#	801-57604
Assets Managed by Firm	$1,377,857,157
No. of Clients	800
No. of Advisors	44

Fee Structure

A percentage of AUM
Performance Based

Advisory Services Provided

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

Firm Client Information

	No. of Clients	AUM
Firm Total	800	$1,377,857,157
Individuals (other than high net worth individuals)	600	$1,033,392,868
High net worth individuals	160	$275,571,431
Corporations or other businesses	40	$68,892,858

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