BORDERLESS MANAGEMENT LLC

RIASEC RegisteredEst. 2023
Total AUM
$345M
Discretionary
$333M
96% of AUM
Avg account
$17.3M
Accounts
20
Employees
24
Advisory reps
3

Firm details

Headquarters
CLERMONT, Florida
CRD number
323404
Registered since
October 12, 2023
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles96.44%
  • Corporations / Businesses3.56%
Services
Portfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Borderless Management LLC is a privately held investment manager organized as an LLC and registered with the SEC in 2023. The firm functions primarily as an adviser to pooled investment vehicles and institutions, acting as sponsor and general partner on its funds while providing portfolio management services for businesses and institutional clients. Its client base is institutional, and its compensation model combines a percentage-of-AUM fee with performance-based fees, reflecting a typical GP/manager alignment between management fees and carried interest. Investment activity centers on privately managed vehicles, with a clear tilt toward private equity strategies and supplemental allocations to hedge funds and other alternative exposures. The firm does not position itself as an active ESG investor and is not registered as a multi-state adviser. Borderless’s structure and disclosures indicate it runs closed-ended funds and direct fund sponsorships rather than providing broad retail advisory services.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Other 100%100%
  • Other100%

Owners & executives

1 of 1
  • COREY CASBARRO

    Chief Compliance OfficerCRD 7821769

Contacts

2 of 2
  • David Garcia

    Founder & Managing PartnerCRD 7165564

  • Arul Murugan

    Managing PartnerCRD 7172928

Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

CLERMONT, FL

LAKE

Location

CLERMONT, FL

Headquartered in CLERMONT, FL, anchoring the Orlando-Lakeland-Deltona, FL metro in the South.

Metro area
Orlando-Lakeland-Deltona, FL
Region
South
County
LAKE
Address
4290 S Highway 27
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth