Bora Capital, LLC
RIAState Registered
Total AUM
$5M
Discretionary
$5M
100% of AUM
Avg account
$217K
Accounts
23
Employees
4
Advisory reps
4
Firm details
- Headquarters
- ,
- CRD number
- 338951
- Custodians
- INTERACTIVE BROKERS LLC
- Fee structure
- Percentage of AUM, Performance Based Fees
- Client types
- HNWI100%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
Bora Capital, LLC is a small, privately held limited liability company focused on portfolio management for individuals and small businesses. The firm serves individual and family clients and charges fees based on a percentage of assets under management and, in some cases, performance-based fees. It is not identified as an active ESG investor, is not designated as a multi-state adviser, and does not act as a capital allocator or pension consultant.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities78%
- Cash & Cash Equivalents22%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Primary office
, null
Location
, null
Headquartered in , null.
- Office locations
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