Borderless Management LLC

RIASEC RegisteredEst. 2023

Total AUM

$345M

Discretionary

$333M

96% of AUM

Avg account

$17.3M

Accounts

Employees

Advisory reps

Firm details

Headquarters: Clermont, Florida
CRD number: 323404
Registered since: October 12, 2023
Website: borderlesscapital.io
Fee structure: Percentage of AUM, Performance Based Fees
Client types: Pooled Investment Vehicles96.44%
Corporations / Businesses3.56%
Services: Portfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Borderless Management LLC is a privately organized investment manager formed as an LLC and registered with the SEC in 2023. It positions itself as a private equity fund manager serving institutional clients, advising pooled investment vehicles and managing portfolios for businesses or institutions. The firm charges asset-based fees and performance-based fees, and it does not identify as an active ESG investor. Structurally, Borderless serves in sponsor and general partner roles and operates as the managing member of its pooled vehicles rather than acting as a third‑party capital allocator.