BOOSTER, LLC

Overview

Booster, LLC is an independent registered investment adviser that acts as a capital allocator for both individual & family and institutional clients. The firm combines financial planning and portfolio management with selection-of-other-advisers services and educational workshops. Booster leans heavily on pooled public funds—mutual funds and similar vehicles—for core exposure, while also allocating to third‑party alternative managers in real estate. Fee arrangements include a percentage of AUM and fixed fees, reflecting a mix of ongoing advisory relationships and project-based engagements. The firm is not an active ESG investor and presents a structure oriented toward outsourced manager relationships rather than in-house security selection. Booster’s advisory scope covers portfolio management for individuals and small businesses, pension consulting services, and the selection and oversight of external managers. Its role as a capital allocator means it evaluates outside fund managers and places client capital into those vehicles when appropriate, rather than concentrating on direct single-name equity selection.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices