Single Family OfficeRIA · CRD 16860SEC-Registered

Updated:

James T. Borello & Co.

JAMES T. BORELLO & CO. is an SEC-registered investment adviser in EAST DUNDEE, IL, registered since 2018. The firm manages approximately $514 million in...

James T. Borello & Co.

JAMES T. BORELLO & CO. is an SEC-registered investment adviser in EAST DUNDEE, IL, registered since 2018. The firm manages approximately $514 million in assets. It has 4 employees and 4 investment advisers.

General information

Firm type

Single Family Office

Principals

James T. Borello

Principal

Frequently asked questions

Who runs investment decisions at James T. Borello & Co.?

All available indications point to the office's namesake, James T. Borello, as the sole principal and decision-maker. No other executives, investment committee members, or family branches have been linked to the entity in public records. This is consistent with a single-family office structured around a first-generation wealth creator or sole inheritor.

How does James T. Borello & Co. source deal flow?

There is no public evidence of an active deal-sourcing operation. The office does not maintain a website, LinkedIn presence, or promotional materials that would attract inbound deal flow from intermediaries. Any investment activity likely occurs through private banking relationships, wealth-management platforms, or personal networks inaccessible to external allocators.

Where does the underlying wealth come from?

The wealth origin has not been publicly disclosed. Given the absence of a technology or finance pedigree in the limited public record, and no association with a known liquidity event, the capital base is likely tied to a privately held operating business, real estate holdings, or inherited wealth. No Form 13F, charitable foundation, or business registry provides clarity.

Does James T. Borello & Co. accept co-investors or external capital?

No. The office is structured as a private single-family office with no indication of external capital management, co-investment syndication, or fund-of-funds activity. It does not appear in GP databases or placement-agent rosters, and no co-investment partners have been identified.

Is James T. Borello & Co. structured as a single-family office or does it operate more like a venture firm?

It is structured strictly as a single-family office. There is no evidence of a venture-style platform with portfolio companies, stage mandates, or a website that would support deal origination. The entity's opacity and lack of transactional footprint differentiate it from institutionalized family offices that operate like venture or private equity firms.

Profile maintained by using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.

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