NORTHERN BORDER ADVISORS LLC

Exempt Reporting AdvisorFINRA MemberEst. 2024
Total AUM
Accounts
0
Advisory reps
1
Brokerage reps
0
Avg account
$0

Firm details

Headquarters
New York, New York
CRD number
333791
Registered since
October 30, 2024

Firm profile

FINTRX

Overview

Northern Border Advisors LLC is a small, privately owned advisory firm that registered with the SEC in 2024. Organized as a limited liability company and owned by an individual, the firm does not present itself as a traditional retail RIA with multiple client accounts; instead its public profile centers on managing a single private investment vehicle. The firm is not identified as an active ESG investor, is not a multi-state adviser, and is not classified under a standard advisor category in available records. Those points, combined with the presence of a private fund, indicate the firm’s primary activity is fund management rather than broad-based advisory services to individual households or institutional separate accounts.

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

Contacts

1 of 1
  • CHRISTOPHER POTTER

    PresidentCRD 6047231

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

New York, NY

NEW YORK

Location

New York, NY

Headquartered in New York, NY, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.

Metro area
New York-Newark, NY-NJ-CT-PA
Region
Northeast
County
NEW YORK
Address
1370 Avenue of the Americas
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth