Boon Capital Advisors LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$185,021,132
Clients
60
48% high-net worth
Advisors
1
of 2 employees
Firm type
Independent
1 advisor
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
60
HighAverage account size
$3,083,686
About
Boon Capital Advisors LLC is an SEC‑registered investment adviser that provides discretionary portfolio management to individuals, small businesses, and pooled investment vehicles. The firm advises on equities, bonds, ETFs, options and, on occasion, privately offered securities, typically charging percentage‑of‑assets fees.
The firm develops client strategies from suitability information and offers model portfolios that are monitored and rebalanced on an ongoing basis; it may engage third‑party managers as part of implementation. Investment methods include fundamental and technical analysis, direct indexing with index‑based options overlays, options trading (including collars and box spreads), and occasional short‑term trading.
Notably, the firm is affiliated with a related manager that operates a private fund, which makes the adviser a private fund adviser and fund sponsor/syndicator and results in deemed custody of certain pooled‑vehicle assets. That combination of private fund management, portfolio services for pooled vehicles, and active use of complex options and private placement investments is uncommon among similarly supported advisers.
Client services
Financial planning
Portfolio management
Expertise
Options & derivatives strategies
Fee options
$0 - $2,000,000: 1.00% $2,000,000 - $10,000,000: 0.75% $10,000,000+: 0.60% (or negotiable)
Main office location
Boon Capital Advisors LLC
666 Dundee Road, Suite 1701
Northbrook IL 60062-2702, United States
Number of offices
1
Most active in
Boon Capital Advisors LLC has reported serving >5 clients in these states in the last 12 months.
Illinois
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is active or affiliated with:
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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