BOON CAPITAL ADVISORS LLC

Overview

Boon Capital Advisors LLC is an independent, advisor-owned registered investment adviser serving individual and family clients with a fee model based on a percentage of assets under management. The firm combines financial planning with discretionary portfolio management for individuals, small businesses and pooled investment vehicles. Its approach centers on public funds — primarily mutual funds — as the backbone of client portfolios, while selectively layering private offerings and income-focused securities where appropriate. The firm sponsors and acts as a general partner/managing member for pooled vehicles, indicating an active role in structuring and operating private funds alongside its advisory work. Boon Capital does not identify as an ESG-focused manager and appears to run a concentrated client roster, which supports a hands-on, bespoke relationship model.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices