Borealis Infrastructure Us Limited (New York)

Name: Borealis Infrastructure Us Limited
Address: 450 Park Avenue, New York, NY, 10022
Telephone: 646-376-3100

Borealis Infrastructure Us Limited is a large advisory firm based in New York. It manages $11.68 billion of regulatory assets for 6 client accounts. It has been registered with the SEC as an adviser since 2014.

Borealis Infrastructure Us Limited provides portfolio management for pooled investment vehicles and see note in schedule d-miscellaneous. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Borealis Infrastructure Us Limited: assets under management

The assets under management (AUM) of Borealis Infrastructure Us Limited is $11.68 billion. The company doesn't manage any assets belonging to foreign clients.

Borealis Infrastructure Us Limited has custody of $8.43 billion in cash and securities for 5 clients in total but doesn’t act as a qualified custodian.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Borealis Infrastructure Us Limited for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at Borealis Infrastructure Us Limited

Bruce Ross Crane has been acting as President since 1 Jul 2013. Camille Lee Glover joined the executive team most recently as the Chief Compliance Officer.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Borealis Infrastructure Management Inc.	Shareholder	1 Sep 2011	75% - 100%	foreign
Reena Sagoo	Chief financial officer	1 Sep 2011	Other	6240917
Rheal Robert Ranger	Director	1 Mar 2012	Other	6309410
Richard Clark Byers	Director	1 Mar 2012	Other	6240889
John Charles Knowlton	Executive vice president	1 Mar 2012	Other	6240918
Michael Allan Kelly	Secretary	1 Mar 2012	Other	6240890
Bruce Ross Crane	Director	1 Jul 2013	Other	4575414
Bruce Ross Crane	Senior vice president	1 Feb 2014	Other	4575414
Camille Lee Glover	Chief compliance officer	1 Mar 2014	Other	6308788
Reena Sagoo	Executive managing director, finance	1 Sep 2014	Other	6240917
John Charles Knowlton	Executive managing director, legal & secretary	1 Sep 2014	Other	6240918
Bruce Ross Crane	President	1 Sep 2014	Other	4575414
Katherine Anne Hammond	Assistant secretary	1 Sep 2014	Other	6473271
Jennifer Ellen Guerard	Assistant secretary	1 Sep 2014	Other	6473275
Sebastien Bernard Sherman	Director	1 Sep 2014	Other	xxx-xx-xxxx
Michael Paul Graham	Director	1 Sep 2014	Other	6474831
Camille Lee Glover	Vice president, compliance & ethics	1 May 2015	Other	6308788
John Charles Knowlton	Executive vice president, legal & secretary	1 May 2015	Other	6240918
David Jacob Dubrovsky	Assistant secretary	1 May 2015	Other	6630927
Sebastien Bernard Sherman	Senior managing director, americas	1 Sep 2015	Other	6473282
Lefort Serena	Executive vice president, finance operations and tax, omers private markets	1 Nov 2015	Other	6630928
Maria Cecilia Menghini	Director, compliance & ethics	1 Nov 2015	Other	6623055
Maria Cecilia Menghini	Chief compliance officer	1 Mar 2016	Other	6623055
Camille Lee Glover	Chief compliance officer	1 Jun 2017	Other	6308788

Indirect Owners

The SEC currently registers 6 indirect owners.

Name	Entity	Date acquired	Ownership	Employer ID
Borealis Capital Corporation	Shareholder	1 Jul 2001	75% - 100%	foreign
Omers Capital Corporation	Shareholder	1 Jul 2001	75% - 100%	foreign
Borealis Holdings Trust Management Inc.	Trustee	1 Aug 2001	Other	foreign
Omers Administration Corporation	Shareholder	1 Oct 2001	25% - 50%	foreign
Bpc Real Estate Holdings Trust	Shareholder	1 Oct 2001	50% - 75%	foreign
Bpc Properties Ltd.	Shareholder	1 Feb 2004	75% - 100%	foreign

Based in New York

The principal office where Borealis Infrastructure Us Limited performs its advisory services is located at 450 Park Avenue, New York, NY 10022, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 646-376-3100 or by fax 212-224-1511. The normal business hours are 8.30am - 5pm on Monday - Friday. You can find more information about the New York firm at borealis.ca/.