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 institutional registered investment adviser (registration noted in 2024) that provides portfolio management services specifically for investment companies. The firm is organized as a limited liability company and serves institutional clients under a percentage-of-assets fee model. Booster does not identify as an active ESG investor, is not marked as a multi-state adviser, and is not listed as a pension consultant or capital allocator in the source data. The firm reports affiliations with at least three types of counterparties or related entities: another investment adviser, a law firm, and an insurance company. Ownership is characterized as a mix of a domestic entity and an individual. The advisory focus and client type suggest a narrow institutional mandate rather than broad retail wealth-management offerings.

Assets & Accounts

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Owners & executives

1 of 1
  • Matthew Lovett

    Matthew Lovett

    Chief Compliance OfficerCRD 3094561

Contacts

2 of 2
  • Nadim Zayed

    Nadim Zayed

    Founder and PresidentCRD 3267818

  • Cory Grebe

    Cory Grebe

    Director of SalesCRD 5927505

Wealth teams

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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

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

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth