A complete list of active advisors currently associated with Bora Capital, LLC

Warmer can help you find a great advisor at Bora Capital, LLC or one who fits your needs even better.

BORA Capital provides ongoing portfolio management services intended for individual and high‑net‑worth clients, preparing an individualized Investment Policy Statement and offering both discretionary and non‑discretionary management. In its Form ADV the firm reported no assets under management and no client accounts as of the filing. The firm’s investment process is built on fundamental analysis and model allocations, with a primary focus on equities and exchange‑traded products while also using fixed income and non‑U.S. securities as appropriate. BORA Capital may implement margin and options strategies (including uncovered and spread positions), seeks discretionary authority for trade execution, and documents client risk tolerance and restrictions in each IPS. Distinctive features in the ADV include the availability of performance‑based fee arrangements for qualified clients and a firm policy requiring use of a single custodian (Interactive Brokers), which limits client choice of broker. The brochure also notes a small advisory team, no soft‑dollar arrangements, no participation in wrap fee programs, and active use of leverage and derivatives — points that are relevant to execution, counterparty exposure, and suitability assessments.

To learn more about the advisors currently working at Bora Capital, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.