Borealis Strategic Capital Partners, LP

RIASEC RegisteredEst. 2019
Total AUM
$440M
Discretionary
$440M
100% of AUM
Avg account
$55.1M
Accounts
8
Employees
6
Advisory reps
3

Firm details

Headquarters
Chicago, Illinois
CRD number
300562
Registered since
May 28, 2019
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Borealis Strategic Capital Partners, LP is a limited partnership registered with the SEC in 2019 that operates as an institutional RIA. The firm’s primary activities center on managing pooled investment vehicles: it functions in capacities typically associated with CPO/CTA work and serves as sponsor, general partner, or managing member of those vehicles. Its client base is institutional, and its fees combine a percentage-of-assets model with performance-based fees. Borealis does not identify as an ESG investor, is not a multi-state adviser, and is not positioned as an external capital allocator or pension consultant.

Assets & Accounts

Investments & Alternatives

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Owners & executives

2 of 2
  • Michael Sullivan

    Michael Sullivan

    Chief Financial OfficerCRD 6368055

  • Gregory Ramenofsky

    Gregory Ramenofsky

    Chief Operating OfficerCRD 5120145

Contacts

1 of 1
  • Scott Schweighauser

    Scott Schweighauser

    Managing PartnerCRD 1618043

Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

Chicago, IL

Cook

Location

Chicago, IL

Headquartered in Chicago, IL, anchoring the Chicago-Naperville, IL-IN-WI metro in the Midwest.

Metro area
Chicago-Naperville, IL-IN-WI
Region
Midwest
County
Cook
Address
180 N Wacker Dr
Time zone
CT (UTC-6)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth