BORDERLESS MANAGEMENT LLC
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
FINTRXOverview
Borderless Management LLC is a privately held investment manager organized as an LLC and registered with the SEC in 2023. The firm functions primarily as an adviser to pooled investment vehicles and institutions, acting as sponsor and general partner on its funds while providing portfolio management services for businesses and institutional clients. Its client base is institutional, and its compensation model combines a percentage-of-AUM fee with performance-based fees, reflecting a typical GP/manager alignment between management fees and carried interest. Investment activity centers on privately managed vehicles, with a clear tilt toward private equity strategies and supplemental allocations to hedge funds and other alternative exposures. The firm does not position itself as an active ESG investor and is not registered as a multi-state adviser. Borderless’s structure and disclosures indicate it runs closed-ended funds and direct fund sponsorships rather than providing broad retail advisory services.
Assets & Accounts
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
Asset composition
- Other100%
Owners & executives
1 of 1COREY CASBARRO
Chief Compliance OfficerCRD 7821769
Contacts
2 of 2David Garcia
Founder & Managing PartnerCRD 7165564
Arul Murugan
Managing PartnerCRD 7172928
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
CLERMONT, FL
LAKE
Location
CLERMONT, FL
Headquartered in CLERMONT, FL, anchoring the Orlando-Lakeland-Deltona, FL metro in the South.
- Metro area
- Orlando-Lakeland-Deltona, FL
- Region
- South
- County
- LAKE
- Address
- 4290 S Highway 27
- Time zone
- ET (UTC-5)
- Office locations
Similar firms
STEWARDSHIP ADVISORY GROUP, LLC
RIACLERMONT, FL
BALLARD WEALTH MANAGEMENT LLC
RIACLERMONT, FL
JB MERIDIAN ADVISORS, LLC
RIACLERMONT, FL
BLUE JASPER CAPITAL LLC
RIACLERMONT, FL
BLACK TORO LLC
RIAMIAMI, FL
IPCP MANAGEMENT, LLC
RIABOCA RATON, FL