BORDERLESS MANAGEMENT LLC
AUM Over Time
Discretionary
Non-Discretionary
At a Glance
| Total AUM | $345.4M |
| Discretionary | $333.1M96% of AUM |
| Non-Discretionary | $12.3M |
| Client Accounts | 20 |
| Avg Account Size | $17.3M |
| Employees | 24 |
| Peak AUM | $435.0MMar 2025 |
| AUM CAGR |
Firm Change Matrix
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $345M | 20.6% | +4.7% | — | |
| Discretionary AUM | $333M | ||||
Key Metrics
| Total AUM | $345.4M |
| Discretionary | $333.1M |
| Employees | 24 |
| Client Accounts | 20 |
Contact & Location
Address
4290 S. HIGHWAY 27
CLERMONT FL 34711
Phone
650-412-9447
Filing History
10 ADV Part 1 submissions
Fee Structure
% of AUMPerformance Fees
Advisory Services
Portfolio Mgmt (Institutional)Pension Consulting
Growth
AUM Growth Rate (Annualized YoY %)
Firm Profile
Normalized 0–100 scores across six dimensions.
Discretionary vs Non-Discretionary
Discretionary
$333M
96.4% of AUM
Non-Discretionary
$12M
3.6% of AUM
Disc. mix ▲ 1.9pp vs 1 year ago
Discretionary
Non-Discretionary
Average Account Size
AUM per Employee
Headcount Over Time
Total Employees
Advisory Staff
Clients
Client Account Growth
Total Accounts
Discretionary
Non-Discretionary
Clients by Type (Latest)
Client Type Mix Over Time
Pooled Vehicles
Corporations
Risk & Structure
Regulatory Disclosures
✓ Clean RecordNo regulatory disclosures
Custody
Bank CustodyBroker-Dealer Custody
Related Entities (Item 7)
Law Firm