SourcingSourcing

BORABOND, LLC

C37
CRD 336456·SEC 801-132871·FRAMINGHAM, MA
AUM
$83K
<$25M
Est. Revenue
$830.85
@ 1% on AUM
Est. EBITDA
$249.255
@ 30% margin
Est. Deal Value
$2K
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
BORABOND, LLC
CRD
336456
SEC file #
801-132871
EIN
—
DBA names
—

Economics

AUM
$83K
AUM band
<$25M
AUM trajectory
—
Client mix
Individuals Other207

Operations

Employees (total)
3
Advisory staff (per ADV)
1
Advisory staff (5-yr trend)
'25'26
1 advisors → 1 advisors▬ 0%
Primary office
FRAMINGHAM MA
Branches
—

Custodian & Brokerage

Primary custodian
E*Tradelow confidence
Services offered
Portfolio mgmt — individuals
Fee basis
% of AUM

Filings

Latest ADV filing
01/30/2026
ADV-W filed at
—
Website
borabond.com

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
Guwatudde, Kalule, Raymond
Top Owner Pct
87.5
Top Owner Entity Kind
I
Owner Count
1
Control Persons
Guwatudde, Kalule, Raymond
Solo Advisor Indicator
Yes
Succession Risk Solo Owner
Yes
Is Parent Owned Subsidiary
No

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
ok
Rdap Domain
BORABOND.COM
Rdap Domain Creation Date
2024-05-11T00:31:24Z
Rdap Firm Age Years
2
Rdap Firm Age Band
<5y
Rdap Registrar
GoDaddy.com, LLC

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
No

SEC EDGAR

Edgar Registered
No

Local market & wealth

Rank targets by how wealthy the local market is

Soi High Wealth Score
0.2028
Soi Zip Pct 200k Plus
0.0629
Soi Zip Returns 200k Plus
1,060
Soi Zip Total AGI
1,197,500
Fdic Zip Total Deposits
13,059,866,000
Fdic Zip Branch Count
109
Fdic Zip Top Banks
Bank of America, National Association
TD Bank, National Association

Compliance & brand

Firm Registration Status
active

All other collected signals (24)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
0
Bc Firm Active IA Count
1
Bc Firm IAR Count
1
Custodian Candidates
Full
E*trade4
Fdic Zip Branches Raw
BankNorth, National AssociationFramingham, MA
BankNorth, National AssociationFramingham, MA
Fdic Zip HHI
2024.34
Fdic Zip Top Bank Share Pct
31.71
Fdic Zip Year
2025
Firm Has Custody
Yes
Mailing Office Differs
No
Rdap Domain Expiration Date
2027-05-11T00:31:24Z
Rdap Domain Last Changed
2026-05-11T18:30:40Z
Rdap Nameservers
Joel.ns.cloudflare.comTeagan.ns.cloudflare.com
Rdap Secure Dns Enabled
No
Rdap Status
Client Delete ProhibitedClient Renew ProhibitedClient Transfer ProhibitedClient Update Prohibited
Soi Year
2022
Soi Zip Distribution
Stub 1
AGI61,607
Returns5,490
Stub 2
AGI147,086
Returns3,970
Stub 3
AGI152,256
Returns2,470
Soi Zip Total Business Income
82,555
Soi Zip Total Cap Gains
23,370
Soi Zip Total Dividends
16,438
Soi Zip Total Returns
16,860
Top Owner CRD
7991812
Trust Company Affiliate
No

People (1)

1
Guwatudde, Kalule, Raymond
IAR · Direct Owner · 87.5%
7991812