Borabond, Llc
SEC-registered
Wealth Manager · Boutique (under $100M)
CRD 336456
· SEC file 801-132871
· Framingham, MA
· www.borabond.com
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ADV data as of Jan 30, 2026
- Regulatory AUM
- $83.1K
- Discretionary
- $83.1K
- Clients
- 207
- Avg AUM / client
- $401
- Accounts
- 207
- Employees
- 3
AUM over time
$0
$83.1K
Dec 2024
Dec 2025
Annual snapshots from Form ADV filings · as of Jan 30, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 207 | $83.1K | 100.0% |
People (1)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Kalule Raymond Guwatudde | Registered representative | Jun 2025 (1y) |
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 01/30/2026 | 909 KB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
Services
- • Portfolio management for individuals/small businesses
Custody
Reported custodians
- The Standard $83.1K (100% of AUM) Jan 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Jan 30, 2026.
View current Form ADV (SEC/IAPD) ↗