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BORDERLESS MANAGEMENT LLC

CLERMONT, FL · CRD 323404 · IAPD ↗ · borderlesscapital.io · 650-412-9447

$345.4MRegulatory AUM
13Advisory reps
24Employees
0Clients
n/aPlanning clients
8Private funds
5States
0Disclosures
fundSegment
ApprovedSEC status

Filing changes

38
August 2025 — BORDERLESS MANAGEMENT LLC's Item 11 disclosure-reporting entries rose by 1 (0 -> 1).
Count of Item 11 disclosure-reporting entries increased (regulatory, civil, or criminal history of the firm or its affiliates/supervised persons).
ComplianceMarketing & brand
48
April 2025 — BORDERLESS MANAGEMENT LLC reported RAUM up 28% ($339.6M -> $435.0M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
60
April 2025 — BORDERLESS MANAGEMENT LLC grew from 8 to 15 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
33
April 2024 — BORDERLESS MANAGEMENT LLC moved its main office from WINDERMERE, FL to CLERMONT, FL.
Main office moved to a different city or state.
Office IT & facilitiesMarketing & brand
56
April 2024 — BORDERLESS MANAGEMENT LLC grew from 5 to 8 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.