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BORDERLESS MANAGEMENT LLC
CRD 323404File 801-128516
APPROVED
Custody
Filing as of Aug 14, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$345.4M
Below cohort median (national)
Discretionary AUM
$333.1M
Non-discretionary $12.3M
Clients
20
20 accounts
Employees
24
Below cohort median in FL
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- MIRO
- Registration date
- Oct 12, 2023
- Principal office
- 4290 S. HIGHWAY 27, SUITE 201 SPACE 3, CLERMONT, FL, 34711
- Phone
- 650-412-9447
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $345.4M
- Discretionary AUM
- $333.1M
- Non-discretionary AUM
- $12.3M
- Discretionary accounts
- 19
- Non-discretionary accounts
- 1
- Total accounts
- 20
- AUM per client
- $17.3M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | Fewer than 5 | $12.3M |
| Pooled investment vehicles | 19 | $333.1M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Performance-based fees
- A percentage of assets under your management
Advisory activities
- Portfolio management for businesses
- Portfolio management for pooled investment vehicles
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- Yes
- Firm Custody Clients
- Yes
- Firm Custody Securities
- Yes
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- Yes
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
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.