# Boone Capital Management LLC

> 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.

- CRD: 316230
- Filed as: BOONE CAPITAL MANAGEMENT LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Atlanta, GA
- Filing period: October 2026
- Form ADV filing dated: March 30, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/316230
- AdvisorCensus page: https://advisorcensus.com/firm/boone-capital-management-llc-atlanta-ga-316230

## Quick answers

**How is Boone Capital Management LLC compensated?**
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.

**What does Boone Capital Management LLC's brochure say about its fees?**
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.

**Where is Boone Capital Management LLC located?**
Boone Capital Management LLC's principal office is in Atlanta, GA, according to its Form ADV.

**Is Boone Capital Management LLC registered with the SEC or a state?**
Boone Capital Management LLC is an SEC-registered investment advisory firm, registered since 2022. Status as filed: Approved. CRD 316230.

**How much does Boone Capital Management LLC manage?**
Boone Capital Management LLC reports $963,168,000 in regulatory assets under management in its Form ADV filing dated March 30, 2026 (100% discretionary).

**How have Boone Capital Management LLC's assets and staff changed since 2021?**
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.

**What types of clients does Boone Capital Management LLC serve?**
By number of clients on Form ADV Item 5.D: pooled investment vehicles (other than investment companies and business development companies) (3).

**Does Boone Capital Management LLC report any disciplinary disclosures?**
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

**Does Boone Capital Management LLC state an account minimum?**
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."

**What changed in Boone Capital Management LLC's recent Form ADV filings?**
In the April 2026 filing data: Regulatory assets under management went from $632,901,000 to $963,168,000 (+52%).

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Performance-based fees

### Fees and minimums (Form ADV Part 2A brochure dated March 30, 2026)

- Asset-based fee: 1% to 1.25% a year (a range, as the brochure states it)

> The management fees of each investor’s capital account balance range from 1.0% to 1.25% per annum.

- Account minimum: $2,000,000 (the brochure says it may be waived or negotiated)

> 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.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Regulatory assets under management (Item 5.F)
- Total: $963,168,000
- Discretionary: $963,168,000
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Pooled investment vehicles (other than investment companies and business development companies) | 3 | $963,168,000 |

### Advisory services (Item 5.G)
- Portfolio management for pooled investment vehicles (other than investment companies)

### Firm details
- Registered since: 2022 (4 years)
- Employees: 5 total, 5 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: GA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- boonecap.com
- LinkedIn @boonecap

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | Not reported | Not reported | September 24, 2021 |
| October 2022 | $301,449,000 | 3 | June 27, 2022 |
| October 2023 | $413,968,000 | 4 | May 10, 2023 |
| October 2024 | $581,328,000 | 5 | March 27, 2024 |
| October 2025 | $632,901,000 | 5 | March 25, 2025 |
| October 2026 | $963,168,000 | 5 | March 30, 2026 |

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.

## Changes in the filing (last 12 months)

### April 2026
- Regulatory assets under management went from $632,901,000 to $963,168,000 (+52%).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Boone Capital Management LLC (CRD 316230): Form ADV filing data as of October 2026.