DFX Intelligence

RIA Intelligence

Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.

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SEC-registered adviser

B••• I••••••••• G••••• I•••

No RAUM reportedAustin, TexasCRD 150102SEC 801-129773websiteIAPD
Latest filing Apr 13, 2026
First filing on the tape Feb 26, 2024 · 6 filings
SEC status approved since Mar 27, 2024
RAUM
$0
reported, Item 5.F
Discretionary
n/a
of RAUM
Private clients
n/a
$0 individuals and HNW
Advisors
1
registered through the firm on IAPD
RAUM per advisor
n/a
derived; firm RAUM over IAPD count
Employees
1
1 advisory (5.B.1)
Offices
0
beyond the principal office
Private funds
0
reported on Schedule D
History
6 filings and snapshots on the tape
RAUM$0 as of Apr 13, 2026
Mar 13, 2025$0 then
HNW client RAUM: no history
State-registered IARs (5.B.3)1 as of Apr 13, 2026
Apr 1, 20241 then
Employees (5.A)1 as of Apr 13, 2026
Apr 1, 20242 then
Private funds: no history
RAUM n/a over the last fiscal yearIARs 1 to 1
Practice profile
derived from the filing of Apr 13, 2026; every figure names its basis
Archetypes, each a printed rule
  • PE backed · a Schedule A entity owner at 25 percent or more whose exact legal name is a PE fund vehicle or a classified PE sponsor on the DFX private equity graph
  • Retirement plan adviser · pension consulting activity (Item 5.G.6) and pension plans at least 25 percent of RAUM or at least 25 pension-plan clients
  • Solo or small team · one advisor, or a wealth manager with up to three advisors and one office
RAUM per advisor
$0derivedRAUM over IAPD advisors; not a book size
Clients per advisor
unknownderivedindividual and HNW clients (5.D) over advisors
Average HNW client
unknownderivedHNW RAUM over HNW clients
Average account
unknownderivedRAUM over accounts (5.F.2.f)
Discretionary
unknownderivedof RAUM
Institutional
unknownderivedpensions, charities, corporations, government, insurance, banks, other advisers
Employees per advisor
1.0derivedItem 5.A over advisors
Advisors per office
1.0derived1 offices incl. principal (1.F.5)
RAUM growth, one year
unknownderivedbetween the last two annual amendments
Advisor growth, one year
+0.0%derivedItem 5.B.3 between annual amendments
Client growth, one year
unknownderived
Compensation
otherreportedItem 5.E
Advisory activities
pension consulting, otherreportedItem 5.G
Ownership
a PE fund or sponsor is a 25 percent or greater owner on Schedule Aderived
Advisor book size
not public; not estimatedreported
Where the RAUM sits
Form ADV Item 5.D, latest filing
This filing has no Item 5.D breakdown (filings before 2017 reported ranges, not amounts).
Individual clients
n/areported
HNW clients
n/areported
Pension plan clients
100reported
Charitable clients
n/areported
Accounts
0reported
Financial planning clients
reported
Wrap fee programs
noreported
Custody of client assets
noreported
Compensation
n/areported
Class basis
private_client_share=0.0 fund_share=0.0 institutional_share=0.0 related_bd=false related_bank=false bd_reps=0.0derived
Advisors registered through the firm
1 on IAPD today, longest tenure first
NameBranchHere sinceIn industryPrior firms
E••• H••• L•••••Austin, TxFeb 17, 202325 y5
Advisor movement
0 left, 0 joined in 12 months
net 0 in 12 months0 left in 90 days0 joined in 90 daysdeparture rate 0.0% of current headcount0 left over 36 months
Private funds
No private fund reported.
Owners and control persons
Schedule A and B, latest filing
  • C••••••••• S••••• B•••••• · Enforcercontrol
    since 09/2015 · owns less than 5%
  • G•••••• A•••••• W•••••• · Trusteecontrol
    since 12/2018 · owns less than 5%
  • W•••• J••••••••• M••• L• M••••• · Trusteecontrol
    since 05/2010 · owns less than 5%
  • C••••••••• S••••• B•••••• · Enforcercontrol
    since 09/2015 · owns F of H••••• I• P•••••• T••••
  • G•••••• A•••••• W•••••• · Trusteecontrol
    since 12/2018 · owns F of H••••• I• P•••••• T••••
  • W•••• J••••••••• M••• L• M••••• · Trusteecontrol
    since 05/2010 · owns F of H••••• I• P•••••• T••••
  • B•••• T•••••• A•••• · Ceo
    since 03/2019 · owns less than 5%
  • F••••••• L•••••• W••••••• · Chief Compliance Officer
    since 01/2020 · owns less than 5%
  • K••••••• S••••••• K• · Evp
    since 03/2019 · owns less than 5%
  • S•••••••• K•••••••• S•••• · Cfo
    since 03/2019 · owns less than 5%
  • W••••••••• L••••• P••••• · Vice President
    since 03/2019 · owns less than 5%
Entity owners
  • A••• G••••••• ••••••• P•• L•••••• A••• I• C••• · Shareholder
    direct · owns 75% or more
  • A••• I• G• C•• L•••••• · Shareholder
    direct · owns 75% or more
  • A••• I• U•• G• L••• I••• · General Partner
    direct · owns less than 5%
  • A••••••••• C••••••• I••• · Shareholder
    direct · owns 75% or more
  • A••••••••• I••• · Shareholder
    direct · owns 75% or more
  • D•••••• M••••• I••• · Shareholder
    direct · owns 75% or more
  • D•••••• T••••• I••• · Shareholder
    direct · owns 75% or more
  • G••• ••• I•••••••• L• · L•••••• Prtner
    direct · owns 50% to 75%
  • G••• F••• X•••• L• · L•••••• Partner
    direct · owns 25% to 50%
  • G••• I••••••••• X•• L•• · General Partner
    direct · owns less than 5%
  • G••• P••••••• X•••••• L• · Member
    direct · owns 50% to 75%
  • H••••• I• P•••••• T•••• · Shareholder
    direct · owns 75% or more
  • T•• A••••••••• G•••• G•• L•• · General Partner
    direct · owns less than 5%
  • T•• A••••••••• G•••• L• · Shareholder
    direct · owns 75% or more
  • T•• B••• G••••• I••• · Direct Owner
    direct · owns 75% or more
  • Y••• B•••• A••••••••• G• C•• L•••••• · Member
    direct · owns 50% to 75%
  • A••• G••••••• ••••••• P•• L•••••• A••• I• C••• · Shareholder
    indirect · owns 75% or more of A••• I• G• C•• L••••••
  • A••• I• G• C•• L•••••• · Shareholder
    indirect · owns 75% or more of Y••• B•••• A••••••••• G• C•• L••••••
  • A••• I• G• C•• L•••••• · General Partner
    indirect · owns F of A••• I• U•• G• L••• I•••
  • A••• I• U•• G• L••• I••• · General Partner
    indirect · owns F of A••• I• U•• L•••
Related persons
Schedule D 7.A
Offices
Schedule D 1.F, the 25 largest
No branch office listed.
What changed
consecutive filings, newest first
  • BD registered reps · 2 to 0
    Mar 13, 2025 to Mar 31, 2026
  • Employees · 2 to 1
    Mar 13, 2025 to Mar 31, 2026
  • Insurance-licensed employees · 1 to 0
    Mar 13, 2025 to Mar 31, 2026
  • Related adviser · true to false
    Mar 13, 2025 to Mar 31, 2026
  • Related broker-dealer · true to false
    Mar 13, 2025 to Mar 31, 2026
  • Accounts · unset to 0.0
    Apr 1, 2024 to Mar 13, 2025
  • Advisory activities · 1 to 2
    Apr 1, 2024 to Mar 13, 2025
  • BD registered reps · 1 to 2
    Apr 1, 2024 to Mar 13, 2025
  • Insurance-licensed employees · 0 to 1
    Apr 1, 2024 to Mar 13, 2025
  • Financial planning clients · unset to
    Apr 1, 2024 to Mar 13, 2025
  • Discretionary RAUM · unset to 0.0
    Apr 1, 2024 to Mar 13, 2025
  • Non-discretionary RAUM · unset to 0.0
    Apr 1, 2024 to Mar 13, 2025
  • RAUM · unset to 0.0
    Apr 1, 2024 to Mar 13, 2025
Signals
2 dated events
  • B••• I••••••••• G••••• I••• filed its initial SEC registration (Form ADV)
    Feb 26, 2024 · First SEC registration · fact
  • E••• H••• L••••• left B••• I••••••••• G••••• I••• for N•• A•••••• S•••••••• L•• (registered 2015-08-14)
    Dec 31, 2022 · a•••••• firm change · fact
Across DFX
shared identifiers only, never a name match
No identifier-backed link to the venture, private equity, family office or sponsor graphs.
How to reach
public business contact points only, each with its source
Firm profile
w••.b••••••••.com/ & www.linkedin.com/company/the-boon-goupreportedpublic record, Form ADV, Sep 18, 2026
Principal office phone
512-339-4441reportedpublic record, Form ADV, Apr 13, 2026
Provenance
Form ADV
SEC filing data 2011 to 2024 and the monthly roster 2025 onreportedadviserinfo.sec.gov
Advisors
IAPD individual compilation feed, dailyreportedadviserinfo.sec.gov
Class
No RAUM reportedderiveda rule over Items 5.D and 7.A
RAUM per advisor
n/aderivedfirm RAUM over the IAPD count; not a book size
Loaded
Sep 14, 2026