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Building 2BORDERLESS MANAGEMENT LLC

Map pinCLERMONT, FL
Phone650-412-9447
NotebookSEC #801-128516
Total AUM
$345.4M
Employees
24
Clients
20

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
4290 S. HIGHWAY 27
SUITE 201 SPACE 3
CLERMONT
FL 34711
United States
Operating Hours
9-5
Monday - Friday
Phone
650-412-9447
Other Offices
1

ReceiptFinancials

Total AUM
$345.4M
Accounts
20
Discretionary
$333.1M
Accounts
19
Non-Discretionary
$12.3M
Accounts
1

ContactClients

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Pooled Vehicle Clients
19
AUM
$333.1M
Corporation or Business Clients
1
AUM
$12.3M

Briefcase businessServices

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Services Offered
Institutional Portfolio ManagementPooled Vehicle Portfolio Management
Compensation Types
Charges Percentage AUMCharges Performance-Based

Shield checkCompliance

Disclosures

None reported

State Registrations
CAFLGANYTX

HandshakeAffiliates

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Affiliates
Reported 6 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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