BOOSTER ASSET MANAGEMENT, LLC

RIASEC RegisteredEst. 2024
Total AUM
$346M
Discretionary
$346M
100% of AUM
Avg account
$346M
Accounts
1
Employees
2
Advisory reps
3

Firm details

Headquarters
WHEATON, Illinois
CRD number
330362
Registered since
July 1, 2024
Fee structure
Percentage of AUM
Client types
  • Investment Companies100%
Services
Portfolio Management for Investment Companies

Firm profile

FINTRX

Overview

Booster Asset Management, LLC is an SEC-registered investment adviser organized as a limited liability company and registered in 2024. The firm’s stated advisory activity is portfolio management for investment companies, and its primary clientele is institutional. Booster operates on a percentage-of-AUM fee model and manages assets on a discretionary basis. Filings indicate the firm is not positioned as a capital allocator and it does not identify as an active ESG investor. Industry affiliations listed include another investment adviser, a law firm, and an insurance company, which suggests coordination with outside legal and insurance relationships in support of its investment company mandate.

Assets & Accounts

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

2 of 2
  • MATTHEW LOVETT

    Chief Compliance OfficerCRD 3094561

  • NADIM ZAYED

    Founder and CEOCRD 3267818

Contacts

1 of 1
  • CORY GREBE

    Director of SalesCRD 5927505

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

WHEATON, IL

DU PAGE

Location

WHEATON, IL

Headquartered in WHEATON, IL, anchoring the Chicago-Naperville, IL-IN-WI metro in the Midwest.

Metro area
Chicago-Naperville, IL-IN-WI
Region
Midwest
County
DU PAGE
Address
1745 S Naperville Rd
Time zone
CT (UTC-6)
Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth