B
Borrero Investment Management, LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$33,486,000
Clients
32
38% high-net worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
32
TypicalAverage account size
$1,046,438
About
Borrero Investment Management, LLC provides investment advisory services to individuals and high-net-worth individuals across a range of securities, including mutual funds, equities, fixed income, ETFs (including precious-metal ETFs), Treasury inflation-protected securities, commodities, hedge funds and non-U.S. securities. The firm manages accounts on both a discretionary and non-discretionary basis, prepares an Investment Policy Statement for each client, and offers participation in a wrap-fee program.
The firm’s investment process combines fundamental analysis with modern portfolio theory to set asset allocation and select securities, documenting risk tolerance and objectives in each client’s Investment Policy Statement and conducting periodic monitoring. BIM employs both long-term and short-term trading approaches and describes procedures for seeking best execution through recommended custodians and quarterly account reviews.
What is noteworthy in the brochure is the explicit use of leverage and derivatives: BIM discloses margin transactions and short sales as well as options trading (including covered, uncovered and spreading strategies) and states it may use hedge funds and commodities in client portfolios. The brochure also describes policies on fair allocation of investment opportunities and participation in an institutional custodian program that provides research and reporting services, which the firm discloses can create potential conflicts to be managed.
Client services
Portfolio management
Expertise
Options & derivatives strategies
Active portfolio management
Fee options
$0 - $1,000,000: 1.50% $1,000,001+: 1.25%
Main office location
Borrero Investment Management, LLC
Orlando FL, United States
Number of offices
1
Most active in
Borrero Investment Management, LLC has reported serving >5 clients in these states in the last 12 months.
Florida
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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