BORABOND, LLC

RIASEC RegisteredEst. 2025
Total AUM
$83.1K
Discretionary
$83.1K
100% of AUM
Avg account
$401
Accounts
207
Employees
3
Advisory reps
1

Firm details

Headquarters
FRAMINGHAM, Massachusetts
CRD number
336456
Registered since
June 3, 2025
Fee structure
Percentage of AUM
Client types
  • Individuals100%
Services
Portfolio Management for Individuals

Firm profile

FINTRX

Overview

Borabond, LLC is a small, individual-owned registered adviser that focuses on portfolio management for individuals and small businesses. The firm uses a percentage-of-assets fee model and is organized as a limited liability company. Its stated investment orientation favors equities, with exchange-traded equities identified as the primary vehicle. Borabond operates across multiple states and is not positioned as an ESG-focused manager or a pension consultant; its activity profile centers on direct portfolio management for private clients rather than institutional allocation or capital markets advisory.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Investment profile

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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

Contacts

1 of 1
  • Kalule Guwatudde

    CCO, Managing MemberCRD 7991812

Wealth teams

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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

FRAMINGHAM, MA

MIDDLESEX

Location

FRAMINGHAM, MA

Headquartered in FRAMINGHAM, MA, anchoring the Boston-Worcester-Providence, MA-RI-NH-CT metro in the Northeast.

Metro area
Boston-Worcester-Providence, MA-RI-NH-CT
Region
Northeast
County
MIDDLESEX
Address
266 Waverley St
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth