Bora Capital, LLC

BORA Capital provides ongoing portfolio management to individual clients, including high-net-worth individuals, and prepares a written Investment Policy Statement for each client as part of its standard services. The firm manages both discretionary and non‑discretionary accounts and requires client accounts to be established with a single custodian for execution and custody.

The firm’s investment process is rooted in fundamental analysis with a primary emphasis on equities and a long‑term trading orientation, while also permitting margin and options strategies when they are appropriate for a client’s objectives and documented risk tolerance. BORA Capital tailors portfolios to each client using model allocations and conducts periodic monitoring and quarterly reviews through a single designated reviewer/Chief Compliance Officer.

Notable distinctions include the availability of performance‑based fee arrangements for qualified clients, an uncommon compensation structure among peers, alongside traditional asset‑based billing for other clients. The adviser operates with a small client base and a single management/reviewing principal, requires a specific custodian for all accounts, and discloses the use of higher‑risk tools (margin and various options strategies), factors it addresses in its policies and disclosures.