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Boon Capital Advisors LLC

Boon Capital Advisors LLC. CRD 174016

Boon Capital Advisors LLC logo

CRD: 174016

Boon Capital Advisors LLC

Northbrook, IL, 60062
2243262044
www.booncap.com
$185.0M Total AUM
$185.0M Disc. AUM
-- 3Y CAGR
2 Employees
68 ADV. Clients
11 yrs Firm Age

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Firm Details

Custodian
Charles Schwab & Company · JP Morgan
Clients
Retail
Platforms
Summit timber
Established Date
02-19-2015
Office Locations
1

Office Locations

666 Dundee Road, Suite 1701 Northbrook IL

About Boon Capital Advisors LLC

Boon Capital Advisors is a Northbrook, IL RIA providing holistic financial planning and discretionary portfolio management for individuals and families. The firm builds personalized roadmaps, coordinates with clients’ CPAs and other professionals, and conducts one-on-one quarterly reviews. Portfolios are primarily implemented with ETFs and public funds (custody at Schwab and J.P. Morgan), with notably hands-on service including career/internship introductions.

Team overview

49 AVG AGE
$185.0M AVG AUM / ADVISOR
$2.7M AVG AUM / CLIENT
11.3 yrs AVG TENURE
2 Employees
1 Advisory Reps
1 RIA Reps
11yrs Firm Age

Insights

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Asset Classes

Glacier Oak capital Vertex Optima pathway

Custodian

Vital Element ridge Element Ridge value Vital Bridge bridge Vertex alpha Zenith

Investment Themes

Glacier prime North

Investment Vehicles

Radial Vector

Platform

Atlas Meridian

Services

Focus summit Value horizon Alpha Delta Wave unison Prime ridge Pathway Pioneer prime

Technology

Oak

Owner & Executives

DANIEL BENJAMIN BORSTEIN

DANIEL BENJAMIN BORSTEIN

Chief Compliance Officer, Managing Member

CRD
#2807765
Ownership
75% or more
(641) 396-3347
value.matrix@timbercapital.com
in linkedin.com/in/value-legacy

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Contacts

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Assets Under Management

Total AUM
Discretionary
Non-Discretionary
12-10-2024
02-27-2025
03-11-2026
Category Assets AVG. Account size
Discretionary $185,021,132 $672,804
Non-Discretionary $0 --
Total $185,021,132 $672,804

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Separately Managed Accounts

Total SMA Asset: $185,021,132

$185.0M Total SMA
Public Funds:
33.8%
Equity - Exchange:
13.3%
Cash:
27.6%
Equity - OTC:
25.3%
Asset class Assets Assets %
Public Funds $1,685,590,396 33.8%
Equity - Exchange $663,264,860 13.3%
Cash $1,376,399,258 27.6%
Equity - OTC $1,261,699,321 25.3%
Total $4,986,953,835 100.0%

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