BOREALIS STRATEGIC CAPITAL PARTNERS, LP

RIASEC RegisteredEst. 2019
Total AUM
$440M
Discretionary
$440M
100% of AUM
Avg account
$55.1M
Accounts
8
Employees
6
Advisory reps
3

Firm details

Headquarters
CHICAGO, Illinois
CRD number
300562
Registered since
May 28, 2019
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Borealis Strategic Capital Partners, LP is a limited partnership that operates as a manager and sponsor of pooled investment vehicles, with a client base focused on institutional investors. The firm is active as a CPO/CTA and provides portfolio management for its pooled vehicles while also acting in sponsor/GP roles. Its fee model combines a percentage of AUM with performance-based fees, which aligns manager compensation with fund performance. Investment activity centers on pooled, alternative-focused strategies rather than direct retail advisory services. Borealis registers with the SEC and has structured its business to concentrate on a small number of sizable institutional relationships and a handful of private funds. The firm is not positioned as an ESG-focused or multi-state retail adviser.

Assets & Accounts

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

Owners & executives

2 of 2
  • MICHAEL SULLIVAN

    Chief Financial OfficerCRD 6368055

  • GREGORY RAMENOFSKY

    Chief Operating OfficerCRD 5120145

Contacts

1 of 1
  • SCOTT SCHWEIGHAUSER

    Managing PartnerCRD 1618043

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

CHICAGO, IL

COOK

Location

CHICAGO, IL

Headquartered in CHICAGO, IL, anchoring the Chicago-Naperville, IL-IN-WI metro in the Midwest.

Metro area
Chicago-Naperville, IL-IN-WI
Region
Midwest
County
COOK
Address
180 N Wacker Dr
Time zone
CT (UTC-6)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth