PB
PB

Pawel Borowiec

14 Years of Experience
Madison, CT

Pawel Borowiec is a registered investment advisor at Norfield Capital, LLC, based in Madison, CT, with 14 years of industry experience. Pawel operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 39 clients with $3.9M in assets under management.

Compensation
Fee-Only (% of Portfolio)
Firm Size
1 advisor
Number of Clients
39 clients
Average Client Portfolio
$99K average
Assets Under Management
$3.9M

Fee Structure

Minimum Investment:$100K
Investment management only (planning not offered)

Norfield Capital charges an annual management fee for investment management services. For the Growth Portfolio, the fee is either 1.5% or can be negotiated lower. For investments in BlueStream Ultra Income Fund, LP, Class A investors pay 3% annually, while Class B investors pay 30% of profits above a high-water mark. Fees are billed quarterly in advance and deducted from your account.

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Location

Madison, CT

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Pawel is the owner and managing member of BlueStream Capital Partners, Inc. since January 2024, acting as a general partner of a hedge fund and devoting about 10% of his time to this investment-related activity.

Employment History
Current Registrations
Norfield Capital, LLC
January 2015 - Present · 11 yrs 4 mos
Previous Registrations
Source Capital Group, INC.
July 2011 - January 2015 · 3 yrs 6 mos
State Registrations2 states
CACT
Advisor

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.