IB
CFA
IB
CFA

Imran Bora

1 Year of Experience
Boston, MA

Imran Bora is a CFA-designated registered investment advisor at Brightspring Investments, based in Boston, MA, with 1 years of industry experience. Imran operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management.

Compensation
Fee-Only (% of Portfolio)
Firm Size
1 advisor
Number of Clients
Not specified
Average Client Portfolio
Not specified

Fee Structure

Minimum Investment:$3M
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $3.0MIncluded
$3M+1.00%

This fee schedule applies to the Opportunistic Credit Strategy. Fees are negotiable. A performance-based fee of 15% of profits exceeding an 8% hurdle rate and the client's high water mark also applies.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

101 Federal Street, Suite 1900, Boston, MA, 02110

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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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Employment History
Current Registrations
Brightspring Investments
March 2025 - Present · 1 yr 2 mos
State Registrations1 state
MA
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.