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BOERUM HILL FINANCIAL ADVISORS LLC

CRD 288987File 801-129959
APPROVED
Retail clients
Filing as of Jan 22, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$46.4M
Bottom 25% of cohort (national)
Discretionary AUM
$46.4M
Clients
87
185 accounts
Employees
1
Bottom 25% of cohort in NY

Identity & registration

ADV Item 1
Organization form
Limited Liability Company
Firm type
Registered
SEC region
NYRO
Registration date
Apr 24, 2024
Principal office
236 LIVINGSTON ST, SUITE 15G, BROOKLYN, NY, 11201
Phone
(516) 695-1610

Assets & accounts

ADV Item 5F
Total regulatory AUM
$46.4M
Discretionary AUM
$46.4M
Non-discretionary AUM
$0
Discretionary accounts
185
Non-discretionary accounts
0
Total accounts
185
AUM per client
$533K

Clients by type

ADV Item 5D
Client typeClientsAUM
High net worth individuals7$34.8M
Individuals (other than high net worth individuals)80$11.6M

Compensation & activities

ADV Items 5E, 5G

Compensation

  • Fixed fees
  • Hourly charges
  • A percentage of assets under your management

Advisory activities

  • Financial planning services
  • Selection of other advisers
  • Portfolio management for individuals and/or small businesses

Custody

ADV Item 9
Firm Custody Cash
No
Firm Custody Assets
No
Firm Custody Clients
No
Firm Custody Securities
No
Related Person Custody Cash
No
Related Person Custody Assets
No
Related Person Custody Clients
No
Related Person Custody Securities
No

Disclosure events

ADV Item 11

This firm answered no to every Item 11 disclosure question in this filing.

Filed changes

DateFieldFromToChange
Feb 1, 2026Clients7887increased by9
Feb 1, 2026AUM$37,018,205$46,384,647increased by$9,366,442
Feb 1, 2026Accounts157185increased by28
May 1, 2025Registration—APPROVED

On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.

See plans that list “BOERUM HILL” as a service provider on 5500mcp →

Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“BOERUM HILL” may also match similarly-named firms). Confirm identity against each filing.

Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.