BOOSTER, LLC
Adviser information for BOOSTER, LLC last updated from Form ADV on January 29th, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.
Advisory Business
| Type of Organization | Limited Liability Company |
|---|---|
| Fiscal Year End | DECEMBER |
| Legal Location | Maryland, United States |
Employees
| Total Number of Employees | 3 |
|---|---|
| Investment Advisory/Research | 2 |
| Registered Broker-Dealer Representatives | 0 |
| Registered State Investment Advisers | 2 |
| Licensed Agents of an Insurance Company | 1 |
| No. of Firms/People that Solicit Clients | 0 |
RAUM
| Provides Management of Securities Portfolios | Yes |
|---|
| Type | Accounts | RAUM |
|---|---|---|
| Discretionary | 92 | $7.3M |
| Non-Discretionary | 163 | $192.4M |
| Total | 255 | $199.7M |
Clients
| Type | Number | RAUM |
|---|---|---|
| Individuals | 216 | $45.6M |
| HNW Individuals | 7 | $12.1M |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles | 0 | $0 |
| Pension and profit sharing plans | 32 | $141.9M |
| Charitable organizations | 0 | $0 |
| State or municipal gov entities | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses | 0 | $0 |
| Other | 0 | $0 |
| Type | Number |
|---|---|
| No. of Non-RAUM Clients | 3 |
| No. of Non-U.S. Clients | 0 |
| No. of Financial Planning Clients | 1-10 |
Services
| Advisory Services | Financial planningPortfolio management for individuals and/or small businessesPension consulting servicesSelection of other advisers (including private fund managers)Educational seminars/workshops |
|---|---|
| Compensation | % of AUMFixed fees |
Identifiers
| SEC RIA File Number | 801-123233 |
|---|---|
| SEC ERA File Number | 801-123233 |
| SEC CIK Numbers | None |
| SEC CRD Numbers | 314629 |
| Legal Entity Identifier | None |
Principal Office
8336 HILLENDALE ROADBALTIMORE
MD
United States
Monday - Friday, 9:00AM - 4:30PM
Tel: 410-982-7505, Fax: 667-508-9025
Chief Compliance Officer
MARY CAROL CESELSKY-GRUNDER
8336 HILLENDALE ROAD
BALTIMORE
MD
United States
Tel:
(410) 982-7505
M**@**************M
(Full email address available in API data)
Industry Affiliates
| None |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|
None
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| CESELSKY-GRUNDER, MARY, CAROL | Individual | – | OWNER AND CHIEF COMPLIANCE OFFICER | 04/2021 | > 75% |