BOREALIS STRATEGIC CAPITAL PARTNERS, LP

180 North Wacker Drive
Suite 203
Chicago, Illinois 60606
Tel: (312) 897-3474

About BOREALIS STRATEGIC CAPITAL PARTNERS, LP

BOREALIS STRATEGIC CAPITAL PARTNERS, LP, formally registered with the SEC as BOREALIS STRATEGIC CAPITAL PARTNERS, LP. The firm was established in 05/28/2019. They have over 1 offices throughout the country.

BOREALIS STRATEGIC CAPITAL PARTNERS, LP is a Chicago, Illinois based Financial Planning firm with nearly $528,796,000 assets under management, offering retirement planning & investment advisory services to 8 clients. The firm is staffed with 6 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	300562
SEC#	801-116694
Assets Managed by Firm	$528,796,000
No. of Clients	8
No. of Advisors	6

Fee Structure

A percentage of AUM
Performance Based

Advisory Services Provided

Portfolio management for pooled investment vehicles

Firm Client Information

	No. of Clients	AUM
Firm Total	8	$528,796,000

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