BOREALIS STRATEGIC CAPITAL PARTNERS, LP
Adviser information for BOREALIS STRATEGIC CAPITAL PARTNERS, LP last updated from Form ADV on March 20th, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.
Advisory Business
| Type of Organization | Limited Partnership |
|---|---|
| Fiscal Year End | DECEMBER |
| Legal Location | Delaware, United States |
Employees
| Total Number of Employees | 6 |
|---|---|
| Investment Advisory/Research | 5 |
| Registered Broker-Dealer Representatives | 0 |
| Registered State Investment Advisers | 0 |
| Licensed Agents of an Insurance Company | 0 |
| No. of Firms/People that Solicit Clients | 0 |
RAUM
| Provides Management of Securities Portfolios | Yes |
|---|
| Type | Accounts | RAUM |
|---|---|---|
| Discretionary | 8 | $528.8M |
| Non-Discretionary | 0 | $0 |
| Total | 8 | $528.8M |
Clients
| Type | Number | RAUM |
|---|---|---|
| Individuals | 0 | $0 |
| HNW Individuals | 0 | $0 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles | 8 | $528.8M |
| Pension and profit sharing plans | 0 | $0 |
| Charitable organizations | 0 | $0 |
| State or municipal gov entities | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses | 0 | $0 |
| Other | 0 | $0 |
| Type | Number |
|---|---|
| No. of Non-RAUM Clients | 0 |
| No. of Non-U.S. Clients | 75 |
Services
| Advisory Services | Portfolio management for pooled investment vehicles |
|---|---|
| Compensation | % of AUMPerformance-based fees |
| Other Business Activities | Commodity pool operator or commodity trading advisor |
Identifiers
| SEC RIA File Number | 801-116694 |
|---|---|
| SEC ERA File Number | 801-116694 |
| SEC CIK Numbers | None |
| SEC CRD Numbers | 300562 |
| Legal Entity Identifier | None |
Principal Office
180 NORTH WACKER DRIVESUITE 203
CHICAGO
IL
United States
Monday - Friday, 9 AM - 5 PM
Tel: (312) 897-3474, Fax: None
Chief Compliance Officer
GREG RAMENOFSKY
CHIEF OPERATING OFFICER
180 NORTH WACKER DRIVE
SUITE 203
CHICAGO
IL
United States
Tel:
312-897-3474
G***@*******************M
(Full email address available in API data)
Regulatory Contact
SCOTT SCHWEIGHAUSER
MANAGING PARTNER
180 NORTH WACKER DRIVE
SUITE 203
CHICAGO
IL
United States
Tel:
312-897-3479
S****@*******************M
(Full email address available in API data)
Industry Affiliates
| BOREALIS STRATEGIC CAPITAL GENERAL PARTNER, LLC | Other investment adviser, including financial plannersCommodity pool operator or commodity trading advisorSponsor, GP, manager of pooled investment vehicles |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|---|---|---|---|
| BOREALIS STRATEGIC CAPITAL PARTNERS MASTER FUND I, LP | FUND OF HEDGE FUNDS | $165.8M | $0.1M | 34 |
| BOREALIS STRATEGIC CAPITAL PARTNERS MASTER FUND II, LP | FUND OF HEDGE FUNDS | $291.8M | $0.1M | 33 |
| BOREALIS STRATEGIC CO-INVESTMENT FUND IP, LP | FUND OF HEDGE FUNDS | $71.2M | $0.1M | 6 |
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| SCHWEIGHAUSER, SCOTT, CHARLES | Individual | – | MANAGING PARTNER | 04/2017 | < 5% |
| BSCP GP, LLC | Domestic Entity | – | GENERAL PARTNER | 04/2017 | < 5% |
| SCHWEIGHAUSER, SCOTT, CHARLES | Individual | SCOTT C. SCHWEIGHAUSER REVOCABLE TRUST | TRUSTEE | 07/2007 | |
| SCOTT C. SCHWEIGHAUSER REVOCABLE TRUST | Domestic Entity | – | LIMITED PARTNER | 01/2020 | > 75% |
| SCOTT C. SCHWEIGHAUSER REVOCABLE TRUST | Domestic Entity | BSCP GP, LLC | MANAGING MEMBER | 01/2020 | > 75% |
| SULLIVAN, MICHAEL, JOSEPH | Individual | – | CHIEF FINANCIAL OFFICER | 05/2021 | < 5% |
| RAMENOFSKY, GREGORY, ABRAHAM | Individual | – | CHIEF COMPLIANCE OFFICER; CHIEF OPERATING OFFICER | 08/2022 | < 5% |