Boon Investment Group, Inc.
State-registered
Investment Adviser
CRD 150102
· SEC file 801-129773
· Austin, TX
· www.boongroup.com
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ADV data as of Apr 13, 2026
- Regulatory AUM
- —
- Discretionary
- —
- Clients
- 100
- Avg AUM / client
- —
- Accounts
- —
- Employees
- 1
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Pension and profit sharing plans | 100 | $0 | — |
People (9)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Ward, Jacqueline, Mary Le Maitre | Trustee | May 2010 (16y) | Less than 5% | |
| Cresswell, Simon, Bernard | Enforcer | Sep 2015 (11y) | Less than 5% | |
| Guille, Andrew, William | Trustee | Dec 2018 (8y) | Less than 5% | |
| Boon, Taylor, Allen | President | Mar 2019 (7y) | Less than 5% | |
| Kinnett, Stanley, K | Evp | Mar 2019 (7y) | Less than 5% | |
| Sullivan, Kathleen, Susan | Cfo | Mar 2019 (7y) | Less than 5% | |
| Whisenant, Lesli, Powell | Vice President | Mar 2019 (7y) | Less than 5% | |
| Fischer, Lauren, Williams | Chief Compliance Officer | Jan 2020 (7y) | Less than 5% | |
| Erik Hord Little | Registered representative | Feb 2023 (3y) |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| The Boon Group, Inc. | Direct Owner | Mar 2009 | A | 75% or more |
| The Assuredpartners Group Lp | Shareholder | May 2019 | A | 75% or more |
| Dolphin Topco, Inc. | Shareholder | Oct 2015 | A | 75% or more |
| Dolphin Midco, Inc. | Shareholder | Oct 2015 | A | 75% or more |
| Assuredpartners, Inc. | Shareholder | Jul 2011 | A | 75% or more |
| Hirzel Iv Purpose Trust | Shareholder | Mar 2016 | A | 75% or more |
| Apax Guernsey (Holdco) Pcc Limited Apax Ix Cell | Shareholder | Oct 2015 | A | 75% or more |
| Assuredpartners Capital, Inc. | Shareholder | Sep 2018 | A | 75% or more |
| Apax Ix Usd L.P. | Limited Partner | Feb 2019 | A | 50% – 75% |
| Yogi Berra Aggregator Gp Co. Limited | Member | May 2019 | A | 50% – 75% |
| Gtcr Partners Xii/A&C Lp | Member | Feb 2019 | A | 50% – 75% |
| Gtcr (Ap) Investors Lp | Limited Prtner | Feb 2019 | A | 50% – 75% |
| A9 Usd (Feeder) L.P. | Limited Partner | May 2016 | A | 25% – 50% |
| Gtcr Fund Xii/A Lp | Limited Partner | May 2019 | A | 25% – 50% |
| Yogi Berra Aggregator Lp | Limited Partner | May 2019 | A | 25% – 50% |
| Apax Ix Gp Co. Limited | General Partner | Dec 2015 | A | Less than 5% |
| Apax Ix Usd Gp L.P. Inc. | General Partner | Dec 2015 | A | Less than 5% |
| Gtcr Investment Xii Llc | General Partner | Apr 2017 | A | Less than 5% |
| The Assuredpartners Group Gp, Llc | General Partner | May 2019 | A | Less than 5% |
| The Assuredpartners Group Lp | Shareholder | May 2019 | B | ≈ 56.25% – 100% via Dolphin Topco, Inc. |
| Dolphin Topco, Inc. | Shareholder | Oct 2015 | B | ≈ 56.25% – 100% via Dolphin Midco, Inc. |
| Dolphin Midco, Inc. | Shareholder | Oct 2015 | B | ≈ 56.25% – 100% via Assuredpartners, Inc. |
| Hirzel Iv Purpose Trust | Shareholder | Mar 2016 | B | ≈ 56.25% – 100% via Apax Guernsey (Holdco) Pcc Limited Apax Ix Cell |
| Apax Guernsey (Holdco) Pcc Limited Apax Ix Cell | Shareholder | Oct 2015 | B | ≈ 0% – 5% via Apax Ix Gp Co. Limited |
| Assuredpartners, Inc. | Shareholder | Jul 2011 | B | ≈ 56.25% – 100% via Assuredpartners Capital, Inc. |
| Apax Ix Usd L.P. | Limited Partner | Feb 2019 | B | ≈ 12.5% – 37.5% via Yogi Berra Aggregator Lp |
| Gtcr (Ap) Investors Lp | Limited Partner | Feb 2019 | B | ≈ 37.5% – 75% via The Assuredpartners Group Lp |
| Yogi Berra Aggregator Gp Co. Limited | Member | May 2019 | B | ≈ 0% – 3.75% via The Assuredpartners Group Gp, Llc |
| A9 Usd (Feeder) L.P. | Limited Partner | May 2016 | B | ≈ 12.5% – 37.5% via Apax Ix Usd L.P. |
| Gtcr Fund Xii/A Lp | Limited Partner | May 2019 | B | ≈ 12.5% – 37.5% via Gtcr (Ap) Investors Lp |
| Yogi Berra Aggregator Lp | Limited Partner | May 2019 | B | ≈ 18.75% – 50% via The Assuredpartners Group Lp |
| Apax Ix Gp Co. Limited | General Partner | Dec 2015 | B | GP / trustee / elected manager of Apax Ix Usd Gp L.P. Inc. (indirect) |
| Apax Ix Usd Gp L.P. Inc. | General Partner | Dec 2015 | B | GP / trustee / elected manager of Apax Ix Usd L.P. (indirect) |
| Gtcr Investment Xii Llc | General Partner | Apr 2017 | B | GP / trustee / elected manager of Gtcr Partners Xii/A&C Lp (indirect) |
| Gtcr Partners Xii/A&C Lp | General Partner | Apr 2017 | B | GP / trustee / elected manager of Gtcr Fund Xii/A Lp (indirect) |
| The Assuredpartners Group Gp, Llc | General Partner | May 2019 | B | GP / trustee / elected manager of The Assuredpartners Group Lp (indirect) |
Estimated effective ownership (look-through of filed bands):
- The Assuredpartners Group Lp: 75% – 100% of Dolphin Topco, Inc. × 75% – 100% direct ≈ 56.25% – 100% of the firm
- Dolphin Topco, Inc.: 75% – 100% of Dolphin Midco, Inc. × 75% – 100% direct ≈ 56.25% – 100% of the firm
- Dolphin Midco, Inc.: 75% – 100% of Assuredpartners, Inc. × 75% – 100% direct ≈ 56.25% – 100% of the firm
- Hirzel Iv Purpose Trust: 75% – 100% of Apax Guernsey (Holdco) Pcc Limited Apax Ix Cell × 75% – 100% direct ≈ 56.25% – 100% of the firm
- Apax Guernsey (Holdco) Pcc Limited Apax Ix Cell: 75% – 100% of Apax Ix Gp Co. Limited × 0% – 5% direct ≈ 0% – 5% of the firm
- Assuredpartners, Inc.: 75% – 100% of Assuredpartners Capital, Inc. × 75% – 100% direct ≈ 56.25% – 100% of the firm
- Apax Ix Usd L.P.: 50% – 75% of Yogi Berra Aggregator Lp × 25% – 50% direct ≈ 12.5% – 37.5% of the firm
- Gtcr (Ap) Investors Lp: 50% – 75% of The Assuredpartners Group Lp × 75% – 100% direct ≈ 37.5% – 75% of the firm
- Yogi Berra Aggregator Gp Co. Limited: 50% – 75% of The Assuredpartners Group Gp, Llc × 0% – 5% direct ≈ 0% – 3.75% of the firm
- A9 Usd (Feeder) L.P.: 25% – 50% of Apax Ix Usd L.P. × 50% – 75% direct ≈ 12.5% – 37.5% of the firm
- Gtcr Fund Xii/A Lp: 25% – 50% of Gtcr (Ap) Investors Lp × 50% – 75% direct ≈ 12.5% – 37.5% of the firm
- Yogi Berra Aggregator Lp: 25% – 50% of The Assuredpartners Group Lp × 75% – 100% direct ≈ 18.75% – 50% of the firm
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)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 04/13/2026 | 1.17 MB | 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
- • Other fees
- • A FIXED FEE OR PERCENTAGE OF ASSETS IN THE PLAN
Services
- • Pension consulting 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: Apr 13, 2026.
View current Form ADV (SEC/IAPD) ↗