NORTHERN BORDER ADVISORS LLC
Firm details
- Headquarters
- New York, New York
- CRD number
- 333791
- Registered since
- October 30, 2024
Firm profile
FINTRXOverview
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
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Contacts
1 of 1CHRISTOPHER POTTER
PresidentCRD 6047231
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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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