The BOON CAPITAL ADVISORS is a privately held investment adviser that advises $185.89mn in regulatory assets under management held in 2 SEC fund types across 2 investment strategies. BOON CAPITAL ADVISORS is a Retail Wealth A retail wealth manager is a manager whose >=75% of total assets under management are managed for individual investors through retail advisory or brokerage channels. Manager. Assets increased by 62.78% over the last 5-years.
The Group has been registered with the SEC for 2.21 years and is comprised of 1 filing and 0 relying advisers. They operate out of 1 office location with their Headquarters at 666 DUNDEE ROAD, SUITE 1701, CHICAGO, ILLINOIS. The Group has not been subject to regulatory enforcement actions. They are regulated by 1 US and Non-US bodies.
They have 2 employees comprised of 1 investment and 1 non-investment staff. The total number of Employees increased by 100% over the last 5-years.
Their $185.89mn in assets advised are owned by 3 private funds, 0 public funds and BDCs and 0 other accounts. Assets of High Net Worth Individuals clients own $172.64mn or 92.87% of Total Assets and Individuals own $12.38mn or 6.66% of Total Assets.
The Group's top investment strategies include Real Estate and Multi Strat, representing 76.82% and 23.18% of total assets, respectively.
They advise 3 types of clients, top clients are High Net Worth Individuals and Individuals.
The Group uses 0 Fund Administrators, 0 Fund Auditors, 0 Prime Brokers, 1 Custodians and 0 Marketers. It does not report a third-party Fund Administrator in 3 private funds with $869.56K in assets.
The Group discloses management fees.
BOON CAPITAL ADVISORS names 0 sub-advisers to 0 different funds advised by the group. The Group has been named as the sub-adviser to 0 funds.