BOOSTER, LLC
AUM Over Time
Discretionary
Non-Discretionary
At a Glance
| Total AUM | $229.3M |
| Discretionary | $8.8M4% of AUM |
| Non-Discretionary | $220.4M |
| Client Accounts | 226 |
| Avg Account Size | $1.0M |
| Employees | 4 |
| Peak AUM | $239.8MFeb 2025 |
| AUM CAGR |
AUM by Client Type
Total AUM
$229M
Firm Change Matrix
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $229M | 4.4% | +11.1% | +7.0% | |
| Discretionary AUM | $9M | ||||
Key Metrics
| Total AUM | $229.3M |
| Discretionary | $8.8M |
| Employees | 4 |
| Client Accounts | 226 |
| Client Range | 1-10 |
Contact & Location
Address
6 EAST EAGER STREET
BALTIMORE MD 21202
Phone
410-216-1551
Filing History
7 ADV Part 1 submissions
Fee Structure
% of AUMFixed Fees
Advisory Services
Financial PlanningPortfolio Mgmt (Individuals)Adviser SelectionPublications
Growth
AUM Growth Rate (Annualized YoY %)
Firm Profile
Normalized 0–100 scores across six dimensions.
Discretionary vs Non-Discretionary
Discretionary
$9M
3.9% of AUM
Non-Discretionary
$220M
96.1% of AUM
Disc. mix ▼ 27.6pp vs 1 year ago
Discretionary
Non-Discretionary
Average Account Size
AUM per Employee
Headcount Over Time
Total Employees
Advisory Staff
Clients
Client Account Growth
Total Accounts
Discretionary
Non-Discretionary
Clients by Type (Latest)
Client Type Mix Over Time
High Net Worth
Individuals
Pension Plans
Risk & Structure
Regulatory Disclosures
✓ Clean RecordNo regulatory disclosures
Structure
No related registrations reported