AUMdb

Boomerang Capital Llc

State-registered Broker-Dealer (Dually Registered) CRD 120313 · · www.boomcap.com
☆ Save with Pro ADV data as of Aug 23, 2024
Regulatory AUM
Discretionary
Clients
2
Avg AUM / client
Accounts
Employees
3

Who they serve

Client typeClientsAUM% of AUM
Pooled investment vehicles (non-investment companies) 1 $0
Other investment advisers 1 $0

People (1)

roster as of Jul 20, 2026
NameRole / titleCredentialsWith firm sinceOwnership
Donough Patrick Mcdonough Registered representative Nov 2020 (6y)

Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.

Documents (1 archived)

FormPeriodSize
Form ADV (full filing) 08/23/2024 996 KB View · PDF · Source ↗

Archived copies of the firm's regulatory filings, versioned by content hash.

Disciplinary disclosures

No disciplinary events reported on the firm's latest Form ADV filing.

How they charge

  • Performance-based fees
  • Other fees
  • RECEIVE SHARE OF IA FEE EARNED BY MANAGER FOR SOLICITATION/MARKE

Services

  • Other services

Custody

Firm reports it does not have custody of client funds or securities (Item 9.A).

No custodian data reported or mined yet.

Source

All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Aug 23, 2024.

View current Form ADV (SEC/IAPD) ↗