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| Happy Holidays!! thanks for using AUM13F!! |
| BOON Capital Advisors LLC
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| CRD # | 174016 |
| SEC # | 801-130257 |
| CIK # | |
| AUM | $158.7 M (2025-02-27) |
| Employees | 2 (50% Investors, 0% Brokers) |
| Phone | 224-326-2044 |
| Address | 666 Dundee Road, Suite 1701 Northbrook, IL 60062-2702 |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| Type | Form D Funds | Date | Sold ($M) | AUM ($M) |
|---|---|---|---|---|
| RE | BOON Capital Fund III LP | [2024-05-10] | 0.9 | 0.4 |
| RE | BOON Capital Fund II LP | 2024-05-10 | 0.3 | |
| SA | BOON Capital Fund I LLC | [2024-05-10] | 0.0 | 0.2 |
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 61 | 157.3 |
| (b) Individuals (high net worth individuals) | 1 | 1.5 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 291 | 158.7 |
| By Discretionary | ||
| Discretionary | 291 | 158.7 |
| Non-Discretionary | 0 | 0.0 |
| Total | 291 | 158.7 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 158.7 | |
| Total | 291 | 158.7 |
| Form D Directors | # Filings | # Firms | 2011 - 2025 |
|---|---|---|---|
| Daniel Borstein | 2 |
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|---|---|---|
|
Lane Brothers & Co Inc
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AZ | 0.2 |
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Portus Wealth Advisors LLC
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NC | 0.2 |
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Harbor Ithaka WM LLC
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FL | 0.2 |
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Golden K Wealth Management LLC
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CA | 0.2 |
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M2G Ventures LLC
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TX | 0.2 |
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Emissary Wealth LLC
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NJ | 0.2 |
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Wellington Wealth Strategies LLC
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IN | 0.1 |
|
Olive Street Capital Partners LLC
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CA | 0.1 |
|
Freedom Family Office LLC
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|
0.1 | |
|
Lanier Asset Management LLC
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KY | 0.1 |