You're signed outSign in or to get full access.
Boreal Capital Management LLC
Boreal Capital Management LLC is a registered investment adviser headquartered in Miami, Florida, with an international presence including an office in Zürich, Switzerland. The firm provides discretionary and non-discretionary investment management services primarily to high-net-worth individuals, family offices, institutional clients, and select corporations. Boreal Capital Management operates under a Broker-Dealer and RIA model, regulated by the SEC, and is recognized for its personalized wealth management and broad investment solutions. As of 2025, the firm employs 44 people, primarily investment professionals.
Investment Strategy
Boreal Capital Management delivers tailored investment management and advisory solutions under both discretionary and non-discretionary mandates. The firm offers a fully disclosed, transparent business model clearing through Pershing, LLC, a BNY Mellon subsidiary. Boreal adheres to a fiduciary standard, committing to always act in the best interest of clients. Its investment approach emphasizes diversification across assets, global market access, and risk-managed, personalized strategies focused on preserving and growing client wealth mainly for high-net-worth individuals and families.
Latest 13F Filing Activity
Boreal Capital Management LLC filed their most recent 13F report on Jun 30, 2025 disclosing 441 equity positions with a total 13F market value of $104M. The fund increased holdings in Ishares TR, Nvidia Corporation, Apple Inc. among other positions. Boreal Capital Management LLC reduced exposure to Oil STS Intl Inc., Avanos Med Inc., Organon & Co. among others.
Top Holdings
Equity Positions (441)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
Q QUAL | ISHARES TR | 6.56% | $6.8M | 37,425 | $182.82 | $182.82 | +$6.8M |
N NVDA | NVIDIA CORPORATION | 4.97% | $5.2M | 32,856 | $157.99 | $157.99 | +$5.2M |
A AAPL | APPLE INC | 3.88% | $4.0M | 19,723 | $205.17 | $205.17 | +$4.0M |
Q QQQ | INVESCO QQQ TR | 3.80% | $4.0M | 7,178 | $551.64 | $551.64 | +$4.0M |
M MSFT | MICROSOFT CORP | 3.21% | $3.3M | 6,734 | $497.41 | $497.41 | +$3.3M |
Industry Allocation
Investment Team (7)
| Name | Role | Location | |
|---|---|---|---|
A Alexandro Ampudia | Senior Executive Vice President - Investments | Key Biscayne, FL , United States | |
 | Chief Investment Officer | Miami, FL , United States | |
 | Executive Vice President, Investments at Boreal Capital Management | Miami, FL , United States | |
S Santiago Copello | Vice President - Investment | Miami, FL , United States | |
 | Executive Vice President - Investments | Miami, FL , United States | |
 | Chief Investment Officer | Miami, FL , United States | |
 | Executive Vice President, Investments | Miami, FL , United States |
Ask Fintool AI Agent
Get instant answers from SEC filings, earnings calls & more