Boon Capital Advisors provides financial planning, portfolio management for individuals and small businesses, and portfolio management for pooled vehicles. Financial planning was provided to 51–100 clients last fiscal year. The firm advises 3 private funds.
Boon Capital Advisors reports 60 clients. They include 31 individual clients and 29 high-net-worth individuals. Of its assets, 100.0% ($185M across 275 accounts) are managed with discretion. It advised 8 clients without assets under management last fiscal year.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 52% | 7% |
| High-net-worth individuals | 48% | 93% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 31 | $12.4M | 6.7% | $399K |
| High-net-worth individuals | 29 | $173M | 93.3% | $5.95M |
| Total | 60 | $185M | 100% | $3.08M |
- Clients
- 31
- Regulatory AUM
- $12.4M
- AUM share
- 6.7%
- Avg. per client
- $399K
- Clients
- 29
- Regulatory AUM
- $173M
- AUM share
- 93.3%
- Avg. per client
- $5.95M
Total
- Clients
- 60
- Regulatory AUM
- $185M
- AUM share
- 100%
- Avg. per client
- $3.08M
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 8
- Private funds advised
- 3
- Financial planning clients last fiscal year
- 51–100
Boon Capital Advisors is paid through a percentage of assets under management. The reviewed brochures do not disclose an asset-based fee rate. Read the SEC-filed brochure.
Daniel Borstein owns 75% or more of Boon Capital Advisors. It has 2 employees, 1 of them in advisory roles.
Staff
- 2 employees
- 1 in advisory functions
- 1 state-registered rep
- Owns 75% or more of Boon Capital Advisors LLC
Daniel Borstein
Control person · since March 2013
Boon Capital Advisors’ regulatory assets grew from $147M (May 2024) to $185M (March 2026); clients were 60 in both filings and employees were 2 in both filings.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | StaffEmployees | Offices |
|---|---|---|---|---|
| Mar 2026March 2026 | $185M | 60 | 2 | 1 |
| Feb 2025February 2025 | $159M | 62 | 2 | 1 |
| May 2024May 2024 | $147M | 59 | 2 | 1 |
Besides its headquarters, Boon Capital Advisors has 0 offices, with 1 listed address in 1 state.
Illinois · 1 listed address
- 666 Dundee Road, Suite 1701, NorthbrookHQ
Other business names
Boon Capital Advisors has reported 1 other business name to the SEC.
- Boon Capital Advisors, LLC
Contact and registration details
- Legal name
- Boon Capital Advisors LLC
- Headquarters
- 666 Dundee Road, Suite 1701, Northbrook, IL 60062-2702
- Website
- booncap.com
- Phone
- 224-326-2044
- SEC file
- 801-130257
- Structure
- Delaware LLC
- Fiscal year end
- December
Boon Capital Advisors’ named custodian for separately managed accounts is Charles Schwab ($185M). Boon Capital Advisors has custody of client assets.
- Charles SchwabCharles Schwab & Co., Inc. · Westlake, TX · $185M100%
At year end, Boon Capital Advisors’ separately managed accounts were mostly in funds (84%) and stocks (12%).
What the accounts hold
- Stocks12%
- Exchange-traded equities11%
- Non-exchange-traded equities1%
- Funds84%
- Cash2%
Filed values cover 98%. The neutral 2% gap has no reported category.
How many clients does Boon Capital Advisors have?
Boon Capital Advisors has 60 clients and manages $185 million for them, as of March 2026. They include 31 individual clients and 29 high-net-worth individuals.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 11 March 2026
What services does Boon Capital Advisors offer?
Boon Capital Advisors provides financial planning, portfolio management for individuals and small businesses, and portfolio management for pooled vehicles.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
Which custodians does Boon Capital Advisors use?
Boon Capital Advisors’ separately managed account assets are held at Charles Schwab & Co., Inc. (Westlake, TX), with $185M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 11 March 2026
How many financial advisors does Boon Capital Advisors have?
Boon Capital Advisors has 1 investment adviser representative registered with state securities authorities, out of 2 employees, and 1 perform investment advisory functions. None are registered representatives of a broker-dealer or licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does Boon Capital Advisors invest in?
At the end of its last fiscal year, Boon Capital Advisors’ separately managed accounts held 84% registered funds (mutual funds, ETFs, BDCs), 11% exchange-traded equities, 2% cash and equivalents and 1% non-exchange-traded equities. It advises 3 private funds.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns Boon Capital Advisors?
Boon Capital Advisors’ direct owner is Daniel Borstein (75% or more).
Source: Form ADV Part 1A, Schedules A and B, filed 11 March 2026
How does Boon Capital Advisors get paid?
Boon Capital Advisors is paid through a percentage of assets under management. Its Form ADV lists no commissions or performance-based fees among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
How do I contact Boon Capital Advisors?
Boon Capital Advisors’ main office is at 666 Dundee Road, Suite 1701, Northbrook, IL 60062-2702. Its phone number is 224-326-2044. Its website is booncap.com.