BOREAL CAPITAL MANAGEMENT LLC
CRD #112221 SEC #801-57604 MIAMI, FL 305-459-5400
SEC Registered Private Funds
Total AUM
$1.8B
Discretionary
$567.8M
Employees
44
Clients
0
Accounts
719
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Oct 2025 | $1.8B | $567.8M | $1.3B | 44 | 0 |
| Sep 2025 | $1.8B | $567.8M | $1.3B | 44 | 0 |
| Sep 2025 | $1.8B | $567.8M | $1.3B | 44 | 0 |
| Apr 2025 | $1.8B | $567.8M | $1.3B | 44 | 0 |
| Mar 2025 | $1.8B | $567.8M | $1.3B | 44 | 0 |
| Jun 2024 | $1.4B | $418M | $959.9M | 44 | 0 |
| Mar 2024 | $1.4B | $418M | $959.9M | 44 | 0 |
| Mar 2023 | $1.3B | $257.3M | $1B | 44 | 0 |
| Mar 2023 | $1.6B | $317.4M | $1.3B | 48 | 0 |
| Aug 2022 | $1.6B | $317.4M | $1.3B | 48 | 0 |
| Jun 2022 | $2.8B | $554.1M | $2.2B | 45 | 0 |
| Mar 2022 | $2.8B | $554.1M | $2.2B | 45 | 0 |
| Mar 2021 | $2.3B | $425.8M | $1.9B | 42 | 0 |
| Nov 2020 | $1.4B | $416.3M | $971.4M | 25 | 0 |
| Jun 2020 | $1.3B | $902M | $386.6M | 25 | 0 |
| Mar 2020 | $1.3B | $902M | $386.6M | 25 | 0 |
| Nov 2019 | $1B | $704M | $301.7M | 21 | 0 |
| Oct 2019 | $1B | $704M | $301.7M | 21 | 0 |
| Sep 2019 | $1B | $704M | $301.7M | 21 | 0 |
| Sep 2019 | $1B | $704M | $301.7M | 21 | 0 |
| Mar 2019 | $1B | $704M | $301.7M | 21 | 0 |
| Feb 2019 | $774.1M | $619.3M | $154.8M | 20 | 0 |
| Oct 2018 | $774.1M | $619.3M | $154.8M | 20 | 0 |
| Mar 2018 | $774.1M | $619.3M | $154.8M | 20 | 0 |
| May 2017 | $562.3M | $451.3M | $111M | 25 | 629 |
| Mar 2017 | $562.3M | $451.3M | $111M | 25 | 629 |
| May 2016 | $540.2M | $439M | $101.2M | 25 | 600 |
| Mar 2016 | $540.2M | $439M | $101.2M | 25 | 600 |
| May 2015 | $304M | $212.8M | $91.2M | 23 | 200 |
| Mar 2015 | $304M | $212.8M | $91.2M | 23 | 200 |
| Mar 2015 | $151.1M | $143.7M | $7.4M | 20 | 145 |
| Jan 2015 | $151.1M | $143.7M | $7.4M | 20 | 145 |
| Mar 2014 | $151.1M | $143.7M | $7.4M | 20 | 145 |
| Dec 2013 | $119.6M | $119.6M | $0 | 12 | 130 |
| Nov 2013 | $119.6M | $119.6M | $0 | 12 | 130 |
| Apr 2013 | $119.6M | $119.6M | $0 | 12 | 130 |
| Mar 2013 | $119.6M | $119.6M | $0 | 12 | 130 |
| Feb 2013 | $119.6M | $119.6M | $0 | 12 | 130 |
| Jan 2013 | $109.5M | $109.5M | $0 | 12 | 100 |
| Mar 2012 | $117.5M | $117.5M | $0 | 6 | 26 |
| Dec 2011 | $116.6M | $116.6M | $0 | 6 | 26 |
| Apr 2011 | $199.9M | $199.9M | $0 | 10 | -- |
| Mar 2011 | $199.9M | $199.9M | $0 | 10 | -- |
| Jan 2011 | $216.5M | $216.5M | $0 | 10 | -- |
| Jan 2011 | $216.5M | $216.5M | $0 | 10 | -- |
| Mar 2010 | $397M | $397M | $0 | 10 | -- |
| Oct 2009 | $376.9M | $376.9M | $0 | 10 | -- |
| Mar 2009 | $310M | $310M | $0 | 10 | -- |
| Mar 2009 | $353.4M | $353.4M | $0 | 10 | -- |
| Apr 2007 | $202.7M | $202.7M | $0 | 10 | -- |
| Mar 2007 | $202.7M | $202.7M | $0 | 10 | -- |
| Jun 2005 | $126.1M | $126.1M | $0 | 10 | -- |
| Mar 2004 | $159.6M | $159.6M | $0 | 5 | -- |
| Nov 2003 | $102.5M | $102.5M | $0 | 5 | -- |
| Apr 2002 | $46.1M | $46.1M | $0 | 5 | -- |
| Oct 2001 | $38.2M | $38.2M | $0 | 5 | -- |
| Sep 2001 | $38.2M | $38.2M | $0 | 5 | -- |
DateOct 2025
Total AUM$1.8B
Discretionary$567.8M
Non-Disc.$1.3B
Employees44
Clients0
DateSep 2025
Total AUM$1.8B
Discretionary$567.8M
Non-Disc.$1.3B
Employees44
Clients0
DateSep 2025
Total AUM$1.8B
Discretionary$567.8M
Non-Disc.$1.3B
Employees44
Clients0
DateApr 2025
Total AUM$1.8B
Discretionary$567.8M
Non-Disc.$1.3B
Employees44
Clients0
DateMar 2025
Total AUM$1.8B
Discretionary$567.8M
Non-Disc.$1.3B
Employees44
Clients0
DateJun 2024
Total AUM$1.4B
Discretionary$418M
Non-Disc.$959.9M
Employees44
Clients0
DateMar 2024
Total AUM$1.4B
Discretionary$418M
Non-Disc.$959.9M
Employees44
Clients0
DateMar 2023
Total AUM$1.3B
Discretionary$257.3M
Non-Disc.$1B
Employees44
Clients0
DateMar 2023
Total AUM$1.6B
Discretionary$317.4M
Non-Disc.$1.3B
Employees48
Clients0
DateAug 2022
Total AUM$1.6B
Discretionary$317.4M
Non-Disc.$1.3B
Employees48
Clients0
DateJun 2022
Total AUM$2.8B
Discretionary$554.1M
Non-Disc.$2.2B
Employees45
Clients0
DateMar 2022
Total AUM$2.8B
Discretionary$554.1M
Non-Disc.$2.2B
Employees45
Clients0
DateMar 2021
Total AUM$2.3B
Discretionary$425.8M
Non-Disc.$1.9B
Employees42
Clients0
DateNov 2020
Total AUM$1.4B
Discretionary$416.3M
Non-Disc.$971.4M
Employees25
Clients0
DateJun 2020
Total AUM$1.3B
Discretionary$902M
Non-Disc.$386.6M
Employees25
Clients0
DateMar 2020
Total AUM$1.3B
Discretionary$902M
Non-Disc.$386.6M
Employees25
Clients0
DateNov 2019
Total AUM$1B
Discretionary$704M
Non-Disc.$301.7M
Employees21
Clients0
DateOct 2019
Total AUM$1B
Discretionary$704M
Non-Disc.$301.7M
Employees21
Clients0
DateSep 2019
Total AUM$1B
Discretionary$704M
Non-Disc.$301.7M
Employees21
Clients0
DateSep 2019
Total AUM$1B
Discretionary$704M
Non-Disc.$301.7M
Employees21
Clients0
DateMar 2019
Total AUM$1B
Discretionary$704M
Non-Disc.$301.7M
Employees21
Clients0
DateFeb 2019
Total AUM$774.1M
Discretionary$619.3M
Non-Disc.$154.8M
Employees20
Clients0
DateOct 2018
Total AUM$774.1M
Discretionary$619.3M
Non-Disc.$154.8M
Employees20
Clients0
DateMar 2018
Total AUM$774.1M
Discretionary$619.3M
Non-Disc.$154.8M
Employees20
Clients0
DateMay 2017
Total AUM$562.3M
Discretionary$451.3M
Non-Disc.$111M
Employees25
Clients629
DateMar 2017
Total AUM$562.3M
Discretionary$451.3M
Non-Disc.$111M
Employees25
Clients629
DateMay 2016
Total AUM$540.2M
Discretionary$439M
Non-Disc.$101.2M
Employees25
Clients600
DateMar 2016
Total AUM$540.2M
Discretionary$439M
Non-Disc.$101.2M
Employees25
Clients600
DateMay 2015
Total AUM$304M
Discretionary$212.8M
Non-Disc.$91.2M
Employees23
Clients200
DateMar 2015
Total AUM$304M
Discretionary$212.8M
Non-Disc.$91.2M
Employees23
Clients200
DateMar 2015
Total AUM$151.1M
Discretionary$143.7M
Non-Disc.$7.4M
Employees20
Clients145
DateJan 2015
Total AUM$151.1M
Discretionary$143.7M
Non-Disc.$7.4M
Employees20
Clients145
DateMar 2014
Total AUM$151.1M
Discretionary$143.7M
Non-Disc.$7.4M
Employees20
Clients145
DateDec 2013
Total AUM$119.6M
Discretionary$119.6M
Non-Disc.$0
Employees12
Clients130
DateNov 2013
Total AUM$119.6M
Discretionary$119.6M
Non-Disc.$0
Employees12
Clients130
DateApr 2013
Total AUM$119.6M
Discretionary$119.6M
Non-Disc.$0
Employees12
Clients130
DateMar 2013
Total AUM$119.6M
Discretionary$119.6M
Non-Disc.$0
Employees12
Clients130
DateFeb 2013
Total AUM$119.6M
Discretionary$119.6M
Non-Disc.$0
Employees12
Clients130
DateJan 2013
Total AUM$109.5M
Discretionary$109.5M
Non-Disc.$0
Employees12
Clients100
DateMar 2012
Total AUM$117.5M
Discretionary$117.5M
Non-Disc.$0
Employees6
Clients26
DateDec 2011
Total AUM$116.6M
Discretionary$116.6M
Non-Disc.$0
Employees6
Clients26
DateApr 2011
Total AUM$199.9M
Discretionary$199.9M
Non-Disc.$0
Employees10
Clients--
DateMar 2011
Total AUM$199.9M
Discretionary$199.9M
Non-Disc.$0
Employees10
Clients--
DateJan 2011
Total AUM$216.5M
Discretionary$216.5M
Non-Disc.$0
Employees10
Clients--
DateJan 2011
Total AUM$216.5M
Discretionary$216.5M
Non-Disc.$0
Employees10
Clients--
DateMar 2010
Total AUM$397M
Discretionary$397M
Non-Disc.$0
Employees10
Clients--
DateOct 2009
Total AUM$376.9M
Discretionary$376.9M
Non-Disc.$0
Employees10
Clients--
DateMar 2009
Total AUM$310M
Discretionary$310M
Non-Disc.$0
Employees10
Clients--
DateMar 2009
Total AUM$353.4M
Discretionary$353.4M
Non-Disc.$0
Employees10
Clients--
DateApr 2007
Total AUM$202.7M
Discretionary$202.7M
Non-Disc.$0
Employees10
Clients--
DateMar 2007
Total AUM$202.7M
Discretionary$202.7M
Non-Disc.$0
Employees10
Clients--
DateJun 2005
Total AUM$126.1M
Discretionary$126.1M
Non-Disc.$0
Employees10
Clients--
DateMar 2004
Total AUM$159.6M
Discretionary$159.6M
Non-Disc.$0
Employees5
Clients--
DateNov 2003
Total AUM$102.5M
Discretionary$102.5M
Non-Disc.$0
Employees5
Clients--
DateApr 2002
Total AUM$46.1M
Discretionary$46.1M
Non-Disc.$0
Employees5
Clients--
DateOct 2001
Total AUM$38.2M
Discretionary$38.2M
Non-Disc.$0
Employees5
Clients--
DateSep 2001
Total AUM$38.2M
Discretionary$38.2M
Non-Disc.$0
Employees5
Clients--