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•••• C•••••• M••••••••• L••
Latest filing Mar 30, 2026
First filing on the tape Jun 27, 2022 · 6 filings
SEC status approved since Jul 27, 2022
RAUM
$963M
reported, Item 5.F
Discretionary
100%
of RAUM
Private clients
0.0%
$0 individuals and HNW
Advisors
0
registered through the firm on IAPD
RAUM per advisor
n/a
derived; firm RAUM over IAPD count
Employees
5
5 advisory (5.B.1)
Offices
0
beyond the principal office
Private funds
1
reported on Schedule D
History
6 filings and snapshots on the tape
RAUM$963M as of Mar 30, 2026
Mar 22, 2023$414M then
HNW client RAUM: no history
State-registered IARs (5.B.3)0 as of Mar 30, 2026
Mar 22, 20230 then
Employees (5.A)5 as of Mar 30, 2026
Mar 22, 20234 then
Private funds1 as of Mar 30, 2026
Mar 22, 20231 then
RAUM +52% over the last fiscal year+33% a year over threeIARs 0 to 0
Practice profile
derived from the filing of Mar 30, 2026; every figure names its basis
- RAUM per advisor
- unknownderivedRAUM 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
- $321MderivedRAUM over accounts (5.F.2.f)
- Discretionary
- 100%derivedof RAUM
- Institutional
- 0.0%derivedpensions, charities, corporations, government, insurance, banks, other advisers
- Employees per advisor
- unknownderivedItem 5.A over advisors
- Advisors per office
- unknownderived1 offices incl. principal (1.F.5)
- RAUM growth, one year
- +52%derivedbetween the last two annual amendments
- Advisor growth, one year
- unknownderivedItem 5.B.3 between annual amendments
- Client growth, one year
- unknownderived
- Compensation
- percentage of assets, performance-basedreportedItem 5.E
- Advisory activities
- portfolio management for pooled vehiclesreportedItem 5.G
- Custody
- $963M, 3 clientsreportedItem 9.A
- Ownership
- no PE, bank or public-company owner found on Schedule Aderived
- Advisor book size
- not public; not estimatedreported
Also answered yes on Form ADV
- buys or sells securities as principal to or from clients (8.A.2)
- has discretionary authority over which securities are bought or sold (8.C.1)
- receives research or other products from a broker-dealer, soft dollars (8.E)
- compensates persons for client referrals (8.G.1)
- compensates non-employees for client referrals (8.G.2)
- has custody of client cash or bank accounts (9.A.1.a)
- has custody of client securities (9.A.1.b)
- a related person has custody of client cash (9.B.1.a)
- a related person has custody of client securities (9.B.1.b)
- marketing includes hypothetical performance (5.L.3)
Where the RAUM sits
Form ADV Item 5.D, latest filing
- Pooled investment vehicles$963M100%
- Individual clients
- n/areported
- HNW clients
- n/areported
- Pension plan clients
- n/areported
- Charitable clients
- n/areported
- Accounts
- 3reported
- Financial planning clients
- reported
- Wrap fee programs
- noreported
- Custody of client assets
- $963M for 3 clientsreported
- Compensation
- % of AUM, performancereported
- Class basis
- private_client_share=0.0 fund_share=1.0 institutional_share=0.0 related_bd=false related_bank=true bd_reps=0.0derived
Advisors registered through the firm
0 on IAPD today, longest tenure first
No representative is registered through this CRD on IAPD.
Advisor movement
Left, latest
none on the tape
Joined, latest
none on the tape
Private funds
1 reported on Schedule D 7.B.(1)
| Fund | Type | Gross assets | Owners | First reported |
|---|---|---|---|---|
| B•• S•••• F••• L• | Hedge Fund | $581M | 79 | Sep 24, 2021 |
Owners and control persons
Schedule A and B, latest filing
- B••••• D•••••• W••••• · President And Ciocontrolsince 08/2021 · owns 75% or more
- B••••••••• P•••• E••••• · Cco, Cfo, And Coocontrolsince 08/2021 · owns less than 5%
Related persons
Schedule D 7.A
- B•• S•••• F••• G• L••bankpooled vehicle sponsorn
Offices
Schedule D 1.F, the 25 largest
No branch office listed.
What changed
consecutive filings, newest first
- Assets in custody · $633M to $963MMar 25, 2025 to Mar 30, 2026
- Discretionary RAUM · $633M to $963MMar 25, 2025 to Mar 30, 2026
- Pooled vehicle RAUM · $633M to $963MMar 25, 2025 to Mar 30, 2026
- RAUM · $633M to $963MMar 25, 2025 to Mar 30, 2026
- Assets in custody · $581M to $633MMar 27, 2024 to Mar 25, 2025
- Financial planning clients · unset to Mar 27, 2024 to Mar 25, 2025
- Discretionary RAUM · $581M to $633MMar 27, 2024 to Mar 25, 2025
- Pooled vehicle RAUM · $581M to $633MMar 27, 2024 to Mar 25, 2025
- RAUM · $581M to $633MMar 27, 2024 to Mar 25, 2025
- Advisory employees · 4 to 5May 10, 2023 to Mar 27, 2024
- Assets in custody · $414M to $581MMay 10, 2023 to Mar 27, 2024
- Employees · 4 to 5May 10, 2023 to Mar 27, 2024
- Discretionary RAUM · $414M to $581MMay 10, 2023 to Mar 27, 2024
- Pooled vehicle RAUM · $414M to $581MMay 10, 2023 to Mar 27, 2024
- RAUM · $414M to $581MMay 10, 2023 to Mar 27, 2024
- Advisory employees · 3 to 4Jun 27, 2022 to Mar 22, 2023
- Assets in custody · $301M to $414MJun 27, 2022 to Mar 22, 2023
- Employees · 3 to 4Jun 27, 2022 to Mar 22, 2023
- Private funds · 2 to 1Jun 27, 2022 to Mar 22, 2023
- Discretionary RAUM · $301M to $414MJun 27, 2022 to Mar 22, 2023
- Pooled vehicle RAUM · $301M to $414MJun 27, 2022 to Mar 22, 2023
- RAUM · $301M to $414MJun 27, 2022 to Mar 22, 2023
Signals
4 dated events
- B•••• C•••••• M••••••••• L•• reported RAUM $963.2M, up 52% from $632.9M (2025-03-25 to 2026-03-30)Mar 30, 2026 · RAUM change · derived
- B•••• C•••••• M••••••••• L•• reported RAUM $581.3M, up 40% from $414.0M (2023-05-10 to 2024-03-27)Mar 27, 2024 · RAUM change · derived
- B•••• C•••••• M••••••••• L•• reported RAUM $414.0M, up 37% from $301.4M (2022-06-27 to 2023-03-22)Mar 22, 2023 · RAUM change · derived
- B•••• C•••••• M••••••••• L•• filed its initial SEC registration (Form ADV)Jun 27, 2022 · First SEC registration · fact
Across DFX
shared identifiers only, never a name match
- B•••• C•••••• M••••••••• L•• · Venture Capitalshared crd · organization
How to reach
public business contact points only, each with its source
- Website
- boonecap.comreportedpublic record, Form ADV, Sep 18, 2026
- Principal office phone
- 404-891-9290reportedpublic record, Form ADV, Mar 30, 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
- Asset manager (funds and pooled vehicles)deriveda 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