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- Custodian
- Pershing ยท UBS
- Clients
- Retail and Institutional
- Platforms
- Pathway foundation
- Established Date
- 06-09-2000
- Office Locations
- 7
Office Locations
About Mora Capital Management, LLC
Boreal Capital Management is a Miami-based RIA serving retail and institutional clients, including entrepreneurs, with portfolio management and wealth planning (financial and estate planning plus insurance guidance). Their investment mix emphasizes fixed income and ETFs within an asset-allocation framework, with use of alternatives, real estate and futures as appropriate. Custody relationships include Morgan Stanley and Pershing.
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Platform
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Owner & Executives
JOAQUIN NMN FRANCES
AMLCO, Chief Compliance Officer, Chief Executive Officer, Director
- CRD
- #4551274
- Ownership
- Less than 5%
Showing 1 of 1 owners & executives
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RENATA V BENGHIRA-LIMA
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- CRD
- #5218105
SERGIO RAUL BISTER PESSAJ
Senior Trader & Executive Vice President
- CRD
- #4531076
Capital vertex
Radial insight eagle
- CRD
- #40214
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Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $663,225,832 | $3,014,663 |
| Non-Discretionary | $1,241,444,894 | $2,675,528 |
| Total | $1,904,670,726 | $2,784,606 |
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Separately Managed Accounts
Total SMA Asset: $1,863,091,857
| Asset class | Assets | Assets % |
|---|---|---|
| Corporate - Investment Grade | $216,904,440 | 16.4% |
| Equity - Exchange | $121,678,101 | 9.2% |
| Other | $201,033,384 | 15.2% |
| Cash | $287,001,607 | 21.7% |
| U.S. Government/Agency | $238,065,849 | 18.0% |
| Corporate - Non-Investment Grade | $120,355,513 | 9.1% |
| Derivatives | $137,549,156 | 10.4% |
| Total | $1,322,588,050 | 100.0% |