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CRD#: 103792
BD

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FIRM PROFILE

Assets Under Management:No Information
Clients per Registered Employee:No Information
Total Number of Employees:No Information
Clients per Employee:No Information
Total Number of Individual Clients:No Information
Total Number of HNWI Clients:No Information
Average Individual Client Account Size:No Information
Average HNWI Account Size:No Information

Overview

D. BORAL CAPITAL is located at 590 Madison Ave 39th Floor, New York, NY 10022 and was first established at New York, Nevada in 05/28/2021. After operating for 4 years, D. BORAL CAPITAL has amassed assets under management in the amount of $0 spanning over 0 clients at the firm. A breakdown of these figures indicates that 0% of D. BORAL CAPITAL’s clients are individuals and 0% of their clients are high net worth individuals. D. BORAL CAPITAL has 0 total employees and of those employees, 0 can be registered with one or both FINRA and the SEC. 0% percentage at D. BORAL CAPITAL are registered to handle securities or provide financial advice. The firm has 2 disclosures, 2 being regulatory events, 0 being client events, and 0 events that have led to arbitration. Firm disclosures can occur for a number of reasons and we encourage every investor to review and perform their due diligence, as appropriate, before moving forward. You will be able to access D. BORAL CAPITAL‘s brochures, the Form ADV, the Customer Relationship Summary (CRS), Accountant Surprise Examination Reports, and direct owners and executive officers. You will also see a list of services offered, fees & costs, conflicts of interest, and any and all related websites to the firm. In addition to these data points, our database will allow you to find every registered employee at D. BORAL CAPITAL. Using your dashboard, you can access advisor disclosures (if any), run background checks, save, compare, and monitor your advisor for the life of your relationship. If you are still deciding which financial advisor would be best suited for your needs, our free members get access to our comparison tool which allows anyone to see relevant data points for each financial advisor and their firms in a side-by-side comparison.

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Where the Statistical Data for D. BORAL CAPITAL Comes From

Understanding the Statistics for D. BORAL CAPITAL and How They Compare to Other Firms Through Our Analysis

Average Account Value
Individuals
No Information
HNWI
No Information
Breakdown of Assets Under Management
Total Client Assets:
No Information
Individuals
No Information
HNWI
No Information
MISC
No Information
Employees
Total
No Information
Registered
No Information
Client Ratios
No Information
No Information
Clients
Total
No Information
Individuals
No Information
HNWI
No Information
Firm Disclosures
Regulatory Event
2

FIRM INFORMATION

Main Address
590 Madison Ave 39th Floor, New York, NY 10022
Mailing Address
590 Madison Ave 39th Floor, New York, NY 10022
Firm Size
Small
Phone Number
(212) 570-5150
Established
Nevada since 05/28/2021
Firm Type
Limited Liability Company
Fiscal year end
December
Related websites
Participation or Interest in Client Transactions
Self-custody

FIRM DOCUMENTS

Customer Relationship Summary (CRS / FINRA)

DIRECT OWNERS & EXECUTIVE OFFICERS

NameTitleAquiredCRD#
DBCH PARTNERS LLCSHAREHOLDER
AGRAWAL, SHARADCHIEF TECHNOLOGY OFFICER5115964
BORAL, DAVID WALTERCHIEF EXECUTIVE OFFICER5340753
MERLIN, JAREDCHIEF COMPLIANCE OFFICER4222427
WHALEN, RYAN JAMESGENERAL COUNSEL7457347
WIEDERLIGHT, PHILIPCHIEF OPERATING OFFICER5856024
WILDER, BRADLEY STEPHENFINOP7497819

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Advisor's working at D. BORAL CAPITAL

RS

Rajiv Shah

Rajiv K. Shah, Rajiv Kirit Shah
IAR
RR
CRD#: 3162156
Location:
Woodland Hills, CA 91303
Company:
LAZARI CAPITAL MANAGEMENT, INC.
Disclosures:
Experience:
27 years
View Profile
RV

Rose Marie Villali

Rose Marie Lofaro
RR
CRD#: 1518771
Location:
New York, NY 10022
Company:
D. BORAL CAPITAL
Disclosures:
Experience:
29 years
View Profile
DS

Derek Elie Nathaniel Saleeby

Derek E N Saleeby, Derek Elie Saleeby, Derek Elienathaniel Saleeby
RR
CRD#: 1786188
Location:
New York, NY 10022
Company:
D. BORAL CAPITAL
Disclosures:
Experience:
33 years
View Profile
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