Borealis Strategic Capital Partners, Lp

Borealis Strategic Capital Partners, LP is an investment adviser based in Chicago, Illinois, established in April 2017. The firm specializes in providing investment advisory services to private pooled investment vehicles, including two families of private investment funds. These funds operate through master-feeder structures and are closed to new investor subscriptions. Borealis focuses on making Strategic Capital Investments in early-stage managers, offering reduced management fees and shared revenue in return for committed early-stage capital. The firm manages approximately $560,459,000 in regulatory assets under management on a discretionary basis as of December 31, 2024. Borealis acts as a fiduciary for its clients, providing investment advisory services on a discretionary basis. The firm's investment strategies involve investing in a variety of instruments and markets globally, including equities, fixed income, currencies, commodities, and derivatives. Borealis has a Code of Ethics in place to ensure ethical conduct and fair treatment of clients. The firm exercises investment discretion over client accounts and has custody of client assets. Borealis has policies and procedures for proxy voting and financial reporting, with no known financial conditions that could impair its ability to meet contractual commitments.