Investment adviser · CRD 174016

BOON CAPITAL ADVISORS LLC

Investment adviser filing (IA)

NORTHBROOK, IL, United States · Form ADV filed Mar 11, 2026

Regulatory AUM
$185M
Form ADV · Item 5.F
Client accounts
275
Accounts, not individual clients
Employees
2
Reported in this filing
Advisory professionals
1
Investment advisory functions

Who they report serving

Form ADV · Item 5.D

Client types and their share of reported regulatory assets.

Client typeClientsRegulatory assetsShare of AUM
High-net-worth individuals29$172,637,25293.3%
Individuals31$12,383,8806.7%
Filing source

Form ADV 2038043 · Mar 11, 2026 · Item 5.D

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

Private funds & service providers

3 Private funds

The count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.

BOON CAPITAL FUND III, LPReal Estate Fund · Last reported Mar 11, 2026$360KGross asset value

Form D fundraising filings

Boon Capital Fund III, LP

Custodian J.P. MORGAN SECURITIES LLC HIGHLAND PARK, Illinois, United States Related to adviser: No
Provider details
Annual audit
No
Prime brokers
No
Custodians
Yes
Administrator other than the adviser
No
External marketing
No

J.P. MORGAN SECURITIES LLC
SEC 8-35008

Fund details & source
Fund ID
805-3481307918
Reported beneficial owners
6
Minimum commitment
$25K
Form D file number
021-319183

Form ADV 2038043 · Mar 11, 2026 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

BOON CAPITAL FUND II, LPReal Estate Fund · Last reported Mar 11, 2026$308KGross asset value
Custodian J.P. MORGAN SECURITIES LLC HIGHLAND PARK, Illinois, United States Related to adviser: No
Provider details
Annual audit
No
Prime brokers
No
Custodians
Yes
Administrator other than the adviser
No
External marketing
No

J.P. MORGAN SECURITIES LLC
SEC 8-35008

Fund details & source
Fund ID
805-4384810398
Reported beneficial owners
9
Minimum commitment
$25K

Form ADV 2038043 · Mar 11, 2026 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

BOON CAPITAL FUND I, LLCSecuritized Asset Fund · Last reported Mar 11, 2026$202KGross asset value

Form D fundraising filings

Boon Capital Fund I LLC

Custodian J.P. MORGAN SECURITIES LLC HIGHLAND PARK, Illinois, United States Related to adviser: No
Provider details
Annual audit
No
Prime brokers
No
Custodians
Yes
Administrator other than the adviser
No
External marketing
No

J.P. MORGAN SECURITIES LLC
SEC 8-35008

Fund details & source
Fund ID
805-2615695018
Reported beneficial owners
6
Minimum commitment
$25K
Form D file number
021-245949

Form ADV 2038043 · Mar 11, 2026 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

Services & filing details

Most recent filing: Mar 11, 2026. View historical filings

Reported services

Financial planning · Individual portfolio management · Pooled investment vehicle management

Compensation

Percentage of assets

Principal office

666 DUNDEE ROAD, SUITE 1701
NORTHBROOK, IL, 60062-2702, United States

CRD 174016

Filing source

Form ADV 2038043 · Mar 11, 2026 · Items 1 & 5

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.