{ "crd_number": 316230, "slug": "boone-capital-management-llc-atlanta-ga-316230", "primary_business_name": "BOONE CAPITAL MANAGEMENT LLC", "legal_name": "BOONE CAPITAL MANAGEMENT LLC", "dbas": [], "city": "Atlanta", "state": "GA", "country": "United States", "cbsa_code": "12060", "metro": { "cbsa_code": "12060", "common_name": "Atlanta", "msa_name": "Atlanta-Sandy Springs-Roswell, GA", "path": "/advisors/ga/atlanta" }, "registration_type": "sec", "registration_status": "Approved", "registration_date": "2022-07-27", "years_registered": 4, "period": "2026-10-01", "filing_date": "2026-03-30", "carried_forward": false, "raum_total": 963168000.0, "raum_discretionary": 963168000.0, "raum_non_discretionary": 0.0, "raum_band": "500m_1b", "raum_band_label": "$500 million to $1 billion", "total_employees": 5, "advisory_employees": 5, "client_count_bucket": null, "clients_by_type": { "pooled_investment_vehicles": { "raum": 963168000.0, "count": 3 } }, "compensation_types": [ "percentage_of_aum", "performance_based" ], "advisory_activities": [ "portfolio_management_pooled_vehicles" ], "wrap_fee_participant": false, "disclosure_yes_count": 0, "states_registered": [ "GA" ], "websites": [ "https://boonecap.com", "https://linkedin.com/company/boonecap" ], "iapd_url": "https://adviserinfo.sec.gov/firm/summary/316230", "city_as_filed": "ATLANTA", "url": "https://advisorcensus.com/firm/boone-capital-management-llc-atlanta-ga-316230", "display_name": "Boone Capital Management LLC", "summary": "Boone Capital Management LLC is an SEC-registered investment advisory firm in Atlanta, GA, registered since 2022, reporting $500 million to $1 billion in regulatory assets under management in its Form ADV filing dated March 30, 2026.", "citation": "AdvisorCensus. Boone Capital Management LLC (CRD 316230): Form ADV filing data as of October 2026.", "registration_type_label": "SEC-registered investment adviser", "compensation_labels": [ "A percentage of assets under your management", "Performance-based fees" ], "advisory_activity_labels": [ "Portfolio management for pooled investment vehicles (other than investment companies)" ], "quick_answers": [ { "q": "How is Boone Capital Management LLC compensated?", "a": "On its Form ADV (Item 5.E, October 2026), Boone Capital Management LLC reports these compensation arrangements: a percentage of assets under its management; performance-based fees." }, { "q": "What does Boone Capital Management LLC's brochure say about its fees?", "a": "Its Form ADV Part 2A brochure dated March 30, 2026 states: Asset-based fee: 1% to 1.25% a year (a range, as the brochure states it). Fees can differ by service and may be negotiable; the brochure is the complete statement." }, { "q": "Where is Boone Capital Management LLC located?", "a": "Boone Capital Management LLC's principal office is in Atlanta, GA, according to its Form ADV." }, { "q": "Is Boone Capital Management LLC registered with the SEC or a state?", "a": "Boone Capital Management LLC is an SEC-registered investment advisory firm, registered since 2022. Status as filed: Approved. CRD 316230." }, { "q": "How much does Boone Capital Management LLC manage?", "a": "Boone Capital Management LLC reports $963,168,000 in regulatory assets under management in its Form ADV filing dated March 30, 2026 (100% discretionary)." }, { "q": "How have Boone Capital Management LLC's assets and staff changed since 2021?", "a": "In the Form ADV data for Boone Capital Management LLC: Regulatory assets under management: $301,449,000 in the October 2022 data and $963,168,000 in the October 2026 data, up 220%. Total employees: 3 in October 2022 and 5 in October 2026. Assets under management move with markets as well as with clients coming and going." }, { "q": "What types of clients does Boone Capital Management LLC serve?", "a": "By number of clients on Form ADV Item 5.D: pooled investment vehicles (other than investment companies and business development companies) (3)." }, { "q": "Does Boone Capital Management LLC report any disciplinary disclosures?", "a": "Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/316230" }, { "q": "Does Boone Capital Management LLC state an account minimum?", "a": "Its Form ADV Part 2A brochure dated March 30, 2026 says: \"Investors in the Client Funds are generally required to make minimum initial investments of at least $2,000,000; however, such amount could be reduced at the sole discretion of the Fund GP, an affiliate of BCM.\"" }, { "q": "What changed in Boone Capital Management LLC's recent Form ADV filings?", "a": "In the April 2026 filing data: Regulatory assets under management went from $632,901,000 to $963,168,000 (+52%)." } ], "filing_history": [ { "period": "2021-10-01", "regulatory_assets_under_management": null, "total_employees": null, "filing_date": "2021-09-24" }, { "period": "2022-10-01", "regulatory_assets_under_management": 301449000.0, "total_employees": 3, "filing_date": "2022-06-27" }, { "period": "2023-10-01", "regulatory_assets_under_management": 413968000.0, "total_employees": 4, "filing_date": "2023-05-10" }, { "period": "2024-10-01", "regulatory_assets_under_management": 581328000.0, "total_employees": 5, "filing_date": "2024-03-27" }, { "period": "2025-10-01", "regulatory_assets_under_management": 632901000.0, "total_employees": 5, "filing_date": "2025-03-25" }, { "period": "2026-10-01", "regulatory_assets_under_management": 963168000.0, "total_employees": 5, "filing_date": "2026-03-30" } ], "recent_changes": [ { "period": "2026-04-01", "period_label": "April 2026", "notes": [ "Regulatory assets under management went from $632,901,000 to $963,168,000 (+52%)." ] } ], "fees_from_brochure": { "source": "Form ADV Part 2A brochure dated March 30, 2026", "tiers": [], "flat_rate": null, "stated_range": "1% to 1.25% a year", "stated_maximum": null, "account_minimum": "$2,000,000", "account_minimum_may_be_waived": true, "minimum_annual_fee": null, "figures": [ { "label": "Asset-based fee", "statements": [ "Asset-based fee: 1% to 1.25% a year (a range, as the brochure states it)" ], "quotes": [ "The management fees of each investor’s capital account balance range from 1.0% to 1.25% per annum." ] }, { "label": "Account minimum", "statements": [ "Account minimum: $2,000,000 (the brochure says it may be waived or negotiated)" ], "quotes": [ "Investors in the Client Funds are generally required to make minimum initial investments of at least $2,000,000; however, such amount could be reduced at the sole discretion of the Fund GP, an affiliate of BCM." ] } ], "quotes": [ "The management fees of each investor’s capital account balance range from 1.0% to 1.25% per annum.", "Investors in the Client Funds are generally required to make minimum initial investments of at least $2,000,000; however, such amount could be reduced at the sole discretion of the Fund GP, an affiliate of BCM." ], "note": "As stated in the firm's brochure; fees can differ by service and may be negotiable." }, "custodians": [], "custodians_note": null, "markdown_url": "https://advisorcensus.com/firm/boone-capital-management-llc-atlanta-ga-316230.md", "clients": [ { "type": "pooled_investment_vehicles", "label": "Pooled investment vehicles (other than investment companies and business development companies)", "count": 3, "fewer_than_5": false, "raum": 963168000.0 } ], "disclosure_line": "Reports no disclosure items on Form ADV Item 11.", "disclosure_items": [], "indexable": true, "suppressed": false, "claimed": false, "enhanced": false, "provided_by_the_firm": null, "source": { "name": "Form ADV", "as_of": "2026-10-01", "iapd_url": "https://adviserinfo.sec.gov/firm/summary/316230", "operator": "BH Monitor Services, LLC", "license": "https://creativecommons.org/licenses/by/4.0/", "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data" } }