{
  "crd_number": 336456,
  "slug": "borabond-llc-framingham-ma-336456",
  "primary_business_name": "BORABOND, LLC",
  "legal_name": "BORABOND, LLC",
  "dbas": [],
  "city": "Framingham",
  "state": "MA",
  "country": "United States",
  "cbsa_code": "14460",
  "metro": {
    "cbsa_code": "14460",
    "common_name": "Boston",
    "msa_name": "Boston-Cambridge-Newton, MA-NH",
    "path": "/advisors/ma/boston"
  },
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "2025-06-03",
  "years_registered": 1,
  "period": "2026-10-01",
  "filing_date": "2026-01-30",
  "carried_forward": false,
  "raum_total": 83085.0,
  "raum_discretionary": 83085.0,
  "raum_non_discretionary": 0.0,
  "raum_band": "under_25m",
  "raum_band_label": "Under $25 million",
  "total_employees": 3,
  "advisory_employees": 1,
  "client_count_bucket": null,
  "clients_by_type": {
    "individuals": {
      "raum": 83085.0,
      "count": 207
    }
  },
  "compensation_types": [
    "percentage_of_aum"
  ],
  "advisory_activities": [
    "portfolio_management_individuals"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 0,
  "states_registered": [
    "CA",
    "CO",
    "DC",
    "FL",
    "GA",
    "IL",
    "IN",
    "MA",
    "MD",
    "MI",
    "MN",
    "NC",
    "NJ",
    "NY",
    "OH",
    "PA",
    "TX",
    "UT",
    "VA",
    "WA"
  ],
  "websites": [
    "https://borabond.com",
    "https://facebook.com/profile.php?id=61579276772163",
    "https://instagram.com/borabondinvest",
    "https://linkedin.com/company/borabond",
    "https://x.com/BoraBondInvest"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/336456",
  "city_as_filed": "FRAMINGHAM",
  "url": "https://advisorcensus.com/firm/borabond-llc-framingham-ma-336456",
  "display_name": "Borabond, LLC",
  "summary": "Borabond, LLC is an SEC-registered investment advisory firm in Framingham, MA, registered since 2025, reporting under $25 million in regulatory assets under management in its Form ADV filing dated January 30, 2026.",
  "citation": "AdvisorCensus. Borabond, LLC (CRD 336456): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management"
  ],
  "advisory_activity_labels": [
    "Portfolio management for individuals and/or small businesses"
  ],
  "quick_answers": [
    {
      "q": "How is Borabond, LLC compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Borabond, LLC reports these compensation arrangements: a percentage of assets under its management."
    },
    {
      "q": "Where is Borabond, LLC located?",
      "a": "Borabond, LLC's principal office is in Framingham, MA, according to its Form ADV."
    },
    {
      "q": "Is Borabond, LLC registered with the SEC or a state?",
      "a": "Borabond, LLC is an SEC-registered investment advisory firm, registered since 2025. Status as filed: Approved. CRD 336456."
    },
    {
      "q": "How much does Borabond, LLC manage?",
      "a": "Borabond, LLC reports $83,085 in regulatory assets under management in its Form ADV filing dated January 30, 2026 (100% discretionary)."
    },
    {
      "q": "How have Borabond, LLC's assets and staff changed since 2025?",
      "a": "In the Form ADV data for Borabond, LLC: Regulatory assets under management: $0 in the October 2025 data and $83,085 in the October 2026 data. Total employees: 1 in October 2025 and 3 in October 2026. Assets under management move with markets as well as with clients coming and going."
    },
    {
      "q": "What types of clients does Borabond, LLC serve?",
      "a": "By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (207)."
    },
    {
      "q": "Which custodians does Borabond, LLC use?",
      "a": "Borabond, LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Standard Bank as a custodian holding 10% or more of its separately managed account assets."
    },
    {
      "q": "Does Borabond, LLC report any disciplinary disclosures?",
      "a": "Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/336456"
    },
    {
      "q": "Does Borabond, LLC state an account minimum?",
      "a": "Its Form ADV Part 2A brochure dated January 30, 2026 says: \"We do not have a minimum account size for our asset management services.\""
    },
    {
      "q": "What changed in Borabond, LLC's recent Form ADV filings?",
      "a": "In the February 2026 filing data: Regulatory assets under management went from $0 to $83,085."
    }
  ],
  "filing_history": [
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 0.0,
      "total_employees": 1,
      "filing_date": "2025-06-02"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 83085.0,
      "total_employees": 3,
      "filing_date": "2026-01-30"
    }
  ],
  "recent_changes": [
    {
      "period": "2026-02-01",
      "period_label": "February 2026",
      "notes": [
        "Regulatory assets under management went from $0 to $83,085."
      ]
    },
    {
      "period": "2025-12-01",
      "period_label": "December 2025",
      "notes": [
        "Registered or notice-filed in GA, NC."
      ]
    }
  ],
  "fees_from_brochure": {
    "source": "Form ADV Part 2A brochure dated January 30, 2026",
    "tiers": [],
    "flat_rate": null,
    "stated_range": null,
    "stated_maximum": null,
    "account_minimum": "None",
    "account_minimum_may_be_waived": false,
    "minimum_annual_fee": null,
    "figures": [
      {
        "label": "Account minimum",
        "statements": [
          "Account minimum: None"
        ],
        "quotes": [
          "We do not have a minimum account size for our asset management services."
        ]
      }
    ],
    "quotes": [
      "We do not have a minimum account size for our asset management services."
    ],
    "note": "As stated in the firm's brochure; fees can differ by service and may be negotiable."
  },
  "custodians": [
    {
      "name": "Standard Bank",
      "name_as_filed": "STANDARD BANK",
      "affiliated": false
    }
  ],
  "custodians_note": "Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.",
  "markdown_url": "https://advisorcensus.com/firm/borabond-llc-framingham-ma-336456.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 207,
      "fewer_than_5": false,
      "raum": 83085.0
    }
  ],
  "disclosure_line": "Reports no disclosure items on Form ADV Item 11.",
  "disclosure_items": [],
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/336456",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}