James T. Borello & Co.
● SEC registered since 2018CRD 16860SEC# 801-114233East Dundee, IL
Reg. AUM
$514.1M
Employees
4
Accounts
700
Location
East Dundee, IL
James T. Borello & Co. assets under management
James T. Borello & Co. is an SEC-registered investment adviser based in East Dundee, IL. The firm has been registered since 2018. It reports $514.1 million in regulatory assets under management and employs 4 people.
James T. Borello & Co. owners & executives
2 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Daniel James Borello Control | Principal Financial Officer, Principal Operations Officer, Finop & Director | Over 75% | 2018 |
| James Thomas Borello Control | President, Chief Compliance Officer | Under 5% | 1990 |
Frequently asked questions
How much does James T. Borello & Co. manage?
James T. Borello & Co. reports $514.1 million in regulatory assets under management on its Form ADV.
How many employees does James T. Borello & Co. have?
James T. Borello & Co. reports 4 employees.
Where is James T. Borello & Co. located?
James T. Borello & Co. is based in East Dundee, IL and has been SEC-registered since 2018.
Does James T. Borello & Co. disclose fund performance?
James T. Borello & Co. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 151 Dundee Avenue, East Dundee, IL 60118 |
| Phone | 847-426-0200 |
| Fax | 847-426-9601 |
| Office hours | 8:30 a.m. - 5:00 p.m. |
| SEC region | Chicago Regional Office (CHRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$514.1MNo change
Oct '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 47%
Larger than 53% of 16,271 advisers
EmployeesTop 69%
More than 31% of 16,825 advisers
Assets under management
$514.1Mregulatory AUM
Discretionary $514.1M