# Borderless Investment Advisors

> Borderless Investment Advisors is an SEC-registered investment advisory firm in Bangalore, Karnataka, India, registered since 2022, with no regulatory assets under management reported in its Form ADV filing dated March 13, 2026.

- CRD: 318077
- Filed as: BORDERLESS INVESTMENT ADVISORS
- Legal name: Borderless Investment Advisors LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Bangalore, Karnataka, India
- Filing period: October 2026
- Form ADV filing dated: March 13, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/318077
- AdvisorCensus page: https://advisorcensus.com/firm/borderless-investment-advisors-bangalore-karnataka-318077

## Quick answers

**How is Borderless Investment Advisors compensated?**
On its Form ADV (Item 5.E, October 2026), Borderless Investment Advisors reports these compensation arrangements: other.

**How much does Borderless Investment Advisors charge?**
Its Form ADV Part 2A brochure dated March 11, 2026 states: Asset-based fee: 1% of assets a year. Fees can differ by service and may be negotiable; the brochure is the complete statement.

**Where is Borderless Investment Advisors located?**
Borderless Investment Advisors' principal office is in Bangalore, Karnataka, India, according to its Form ADV; the April 2026 filing also lists 1 other office (Schedule D, Section 1.F).

**Is Borderless Investment Advisors registered with the SEC or a state?**
Borderless Investment Advisors is an SEC-registered investment advisory firm, registered since 2022. Status as filed: Approved. CRD 318077.

**How have Borderless Investment Advisors' assets and staff changed since 2022?**
In the Form ADV data for Borderless Investment Advisors: Total employees: 10 in October 2022 and 6 in October 2026. Assets under management move with markets as well as with clients coming and going.

**Does Borderless Investment Advisors report any disciplinary disclosures?**
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/318077

## From the Form ADV filing

### Compensation (Item 5.E)
- Other

### Fees and minimums (Form ADV Part 2A brochure dated March 11, 2026)

- Asset-based fee: 1% of assets a year

> Borderless will charge a 1.00% annual fee accrued daily and charged monthly in arrears based on the average daily balance of the Clients’ Investment Accounts at the Custodian.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | Fewer than 5 | $0 |
| High net worth individuals | 0 | Not reported |
| Banking or thrift institutions | 0 | Not reported |
| Investment companies | 0 | Not reported |
| Business development companies | 0 | Not reported |
| Pooled investment vehicles (other than investment companies and business development companies) | 0 | Not reported |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 0 | Not reported |
| Charitable organizations | 0 | Not reported |
| State or municipal government entities (including government pension plans) | 0 | Not reported |
| Other investment advisers | 0 | Not reported |
| Insurance companies | 0 | Not reported |
| Sovereign wealth funds and foreign official institutions | 0 | Not reported |
| Corporations or other businesses not listed above | 0 | Not reported |
| Other | 0 | Not reported |

### Advisory services (Item 5.G)
- Portfolio management for individuals and/or small businesses

### Firm details
- Registered since: 2022 (4 years)
- Employees: 6 total, 4 performing advisory functions
- Wrap fee program participation: No
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Other offices (Schedule D, Section 1.F), as of the April 2026 filing
- Dubai

### Websites listed on Form ADV (Item 1.I)
- borderless.world
- borderlessinvestmentadvisors.com

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2022 | Not reported | 10 | September 22, 2022 |
| October 2023 | Not reported | 10 | September 25, 2023 |
| October 2024 | Not reported | 9 | March 21, 2024 |
| October 2025 | Not reported | 6 | March 3, 2025 |
| October 2026 | Not reported | 6 | March 13, 2026 |

Total employees: 10 in October 2022 and 6 in October 2026.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Borderless Investment Advisors (CRD 318077): Form ADV filing data as of October 2026.