BOERUM HILL FINANCIAL ADVISORS LLC

Overview

Boerum Hill Financial Advisors LLC is an independent, owner-operated RIA that targets individual and family clients with fee arrangements that include a percentage of AUM, hourly billing and fixed fees. The firm positions itself as a capital allocator and advisor-of-advisors: it provides financial planning, direct portfolio management for individuals and small businesses, and selects third‑party managers when appropriate. Investment activity favors liquid equity exposure, with an explicit tilt toward exchange-traded equities, and the firm uses mutual funds and third‑party hedge fund managers to fill out client portfolios. Boerum Hill is not an ESG‑oriented investor, and it operates under a single-state registration profile. Investment preferences emphasize equities as the primary risk engine: the ADV shows a clear preference for exchange‑traded equities as the dominant asset type, while also incorporating pooled products and external alternative managers to add diversification and non‑correlated return streams. The firm’s structure—smaller AUM and a mix of fee types—suggests a tailored, advisor-driven approach that blends model-based ETF/core equity exposures with third‑party allocations where specialized strategies are needed.

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Location & Offices