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.
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 |