RIA Intel›Advisers›Minnesota›BOREAL ADVISORS LLC

BOREAL ADVISORS LLC

Advisory

NEW BRIGHTON, MN

Data as of Jan 30, 2026 · Source: SEC Form ADV

Rank in MN

#463

of 511 advisers by AUM

Average account

$238K

across 240 accounts

AUM per adviser

$57M

1 advisers

Source: SEC Form ADV. Figures as filed Jan 30, 2026.

Total AUM

$57M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

1

Assets Under Management

Total AUM$57M

Discretionary AUM$48M

Non-Discretionary AUM$9M

Discretionary %83.9%

Total Clients82

Team

Total Employees1

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InMN, TX

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

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Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

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Owners & Officers

Names, titles, ownership bands and control-person status for each.

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Client Demographics

82 clients

15 high-net-worth

The full client-type breakdown and the share of AUM each category represents.

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