BORABOND, LLC
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
FINTRXOverview
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
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Contacts
1 of 1Kalule Guwatudde
CCO, Managing MemberCRD 7991812
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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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