Data / Investment advisers / Illinois / Boon Capital Advisors LLC
Boon Capital Advisors LLC, Northbrook, IL: $185 million AUM, SEC registered investment adviser
Updated November 7, 2026. Source: the SEC's Form ADV data files for investment advisers.
Boon Capital Advisors LLC is an SEC registered investment adviser with its main office in Northbrook, Illinois and reports $185 million in regulatory assets under management in its Form ADV filed March 11, 2026. Its clients include high net worth individuals and individuals. It is paid through a percentage of assets under management. It advises 3 private funds.
The request: Watch Boon Capital Advisors LLC (CRD number 174016): each new Form ADV amendment, with AUM, clients and private funds. $10 of work on sign-up, no card.
SpecStream is the live web data engine for teams and agents. It reads the SEC's Form ADV files every month, and this page is that reading, keyed on the CRD number. Ask for the advisers you track by state, city, size, client type or private funds, and new registrations and filings arrive in your sheet, CRM, Slack or agent as the SEC publishes them.
- Registration
- SEC registered investment adviser
- CRD number
- 174016
- SEC file number
- 801-130257
- SEC status
- Approved, effective May 17, 2024
- Main office
- 666 Dundee Road, Suite 1701, Northbrook, IL 60062
- Phone
- (224) 326-2044
- Regulatory AUM
- $185,021,132 in the Form ADV filed March 11, 2026
- Discretionary AUM
- $185,021,132
- Accounts
- 275
- Employees
- 2, of which 1 give investment advice
- Form of organization
- Limited Liability Company
- Paid through
- a percentage of assets under management
- Private funds
- 3: 2 real estate funds, 1 securitized asset fund
- Gross assets of private funds
- $869,561
- Form ADV Item 11 disclosures
- None reported
- Latest Form ADV filing
- March 11, 2026
- SEC record
- Investment Adviser Public Disclosure
Clients
Client types the adviser reports in Form ADV item 5.D, with the AUM it attributes to each.
| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 29 | $172.6 million |
| Individuals (other than high net worth individuals) | 31 | $12.4 million |
AUM in the SEC's monthly files
Each change in the AUM the adviser reported across the monthly SEC files held here, with the first file that shows the new value.
| First in the file of | AUM | Form ADV filed |
|---|---|---|
| April 1, 2026 | $185 million | March 11, 2026 |
| December 1, 2025 | $158.7 million | February 27, 2025 |
Other advisers in Northbrook
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| Iron Financial LLC | Northbrook | $489.2 million | 3 | adviserinfo.sec.gov |
| Oak Wealth Advisors LLC | Northbrook | $373.7 million | Not listed | adviserinfo.sec.gov |
| Mendel Money Management Inc | Northbrook | $317.1 million | Not listed | adviserinfo.sec.gov |
| Hilco Investment Advisors, LLC | Northbrook | $313.1 million | Not listed | adviserinfo.sec.gov |
| Main Street Investment Advisors, LLC | Northbrook | $250.3 million | Not listed | adviserinfo.sec.gov |
| Avocet Capital Management LLC | Northbrook | $157.8 million | Not listed | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in Northbrook, IL
- Investment advisers in Illinois
- Advisers with $100 million to $500 million in AUM
- Advisers serving high net worth individuals
- Advisers serving individuals
- Advisers that manage private funds
- Boon Capital Advisors LLC on the SEC's adviser search
Public data published by the US Securities and Exchange Commission (US government work). Advisers report these values themselves in Form ADV, and neither the SEC nor the states approve or guarantee them. AUM is regulatory assets under management as the adviser reported it in Form ADV item 5.F, which can differ from the AUM a firm quotes elsewhere. Exempt reporting advisers do not report AUM. Office address, phone and website are the adviser's main office as filed; a firm that files its main office as a private residence shows no street address or phone. An Item 11 disclosure is a reported event, not a finding about the firm today. Details for each firm are on the SEC's Investment Adviser Public Disclosure site. This page uses SEC data and is not endorsed or certified by the SEC. Free to reuse with credit to SpecStream under CC BY 4.0. Spot a wrong value? Write to [email protected] with the link to this page.