# JAMES T. BORELLO & CO.

JAMES T. BORELLO & CO. of EAST DUNDEE, IL is an SEC-registered investment adviser.

## Registration

- CRD: 16860
- Type: SEC-registered investment adviser
- SEC file number: 801-114233
- Location: 151 DUNDEE AVENUE, EAST DUNDEE, IL, 60118
- Phone: 847-426-0200
- Latest filing: 2025-10-21
- Regulatory AUM: $514.1M
- Discretionary AUM: $514.1M
- Clients: 4
- Accounts: 700

## Business model

- Compensation: % of AUM
- Clients served: Individuals, High net worth

## Officers, owners & control persons (4)

| Name | Role | Location |
| --- | --- | --- |
| James Thomas Borello | PRESIDENT, CHIEF COMPLIANCE OFFICER | — |
| Daniel James Borello | PRINCIPAL FINANCIAL OFFICER, PRINCIPAL OPERATIONS OFFICER, FINOP & DIRECTOR | — |
| BORELLO JAMES THOMAS | PRESIDENT, CHIEF COMPLIANCE OFFICER | — |
| BORELLO DANIEL JAMES | PRINCIPAL FINANCIAL OFFICER AND PRINCIPAL OPERATIONS OFFICER; PRINCIPAL FINANCIAL OFFICER, PRINCIPAL OPERATIONS OFFICER, FINOP & DIRECTOR | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/16860/brochure
- Similar advisers: https://search.stillhousedata.com/firm/16860/similar
- Related entities: https://search.stillhousedata.com/firm/16860/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/16860

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.