Borealis Infrastructure Us Limited (New York)


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/.