Boone Capital Management LLC

RIASEC RegisteredEst. 2022
Total AUM
$963M
Discretionary
$963M
100% of AUM
Avg account
$321M
Accounts
3
Employees
5
Advisory reps
2

Firm details

Headquarters
Atlanta, Georgia
CRD number
316230
Registered since
July 27, 2022
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Boone Capital Management LLC is a privately held, SEC-registered investment manager that operates as a hedge fund and focuses on institutional clients. The firm is organized as an LLC, is individually owned, and registered with the SEC in 2022. Its advisory model centers on managing pooled investment vehicles; Boone also functions in roles consistent with CPO/CTA activity and can act as sponsor, general partner, or managing member for its vehicles. Fee arrangements include both a percentage of assets under management and performance-based fees. The firm does not identify as an active ESG investor and is not designated as a multi-state adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

2 of 2
  • Paul Bottinelli

    Paul Bottinelli

    COO, CCO, CFOCRD 5971071

  • Daniel Boone

    President and CIOCRD 7425858

Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

Atlanta, GA

Fulton

Location

Atlanta, GA

Headquartered in Atlanta, GA, anchoring the Atlanta--Athens-Clarke County--Sandy Springs, GA-AL metro in the South.

Metro area
Atlanta--Athens-Clarke County--Sandy Springs, GA-AL
Region
South
County
Fulton
Address
1175 Peachtree St Ne
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth