A complete list of active advisors currently associated with Boon Capital Advisors LLC

Warmer can help you find a great advisor at Boon Capital Advisors LLC or one who fits your needs even better.

Boon Capital Advisors LLC is an SEC‑registered investment adviser that provides discretionary portfolio management to individuals, small businesses, and pooled investment vehicles. The firm advises on equities, bonds, ETFs, options and, on occasion, privately offered securities, typically charging percentage‑of‑assets fees. The firm develops client strategies from suitability information and offers model portfolios that are monitored and rebalanced on an ongoing basis; it may engage third‑party managers as part of implementation. Investment methods include fundamental and technical analysis, direct indexing with index‑based options overlays, options trading (including collars and box spreads), and occasional short‑term trading. Notably, the firm is affiliated with a related manager that operates a private fund, which makes the adviser a private fund adviser and fund sponsor/syndicator and results in deemed custody of certain pooled‑vehicle assets. That combination of private fund management, portfolio services for pooled vehicles, and active use of complex options and private placement investments is uncommon among similarly supported advisers.

To learn more about the advisors currently working at Boon Capital Advisors LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.