BOREAL ADVISORS LLC

BOREAL ADVISORS LLC of NEW BRIGHTON, MN is an SEC-registered investment adviser (CRD 299618). Regulatory assets under management: $57.0M.

Registration

• CRD: 299618
• Type: Registered investment adviser
• Location: 929 OLD HIGHWAY 8 NW, NEW BRIGHTON, MN, 55112
• Phone: 651-432-4045
• Latest filing: 2026-01-30
• Regulatory AUM: $57.0M
• Discretionary AUM: $47.8M
• Non-discretionary AUM: $9.2M
• Clients: 1
• Accounts: 240

Business model

Compensation: % of AUM, Fixed.

Clients served: Individuals, High net worth.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 299618 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search