BOLTON GLOBAL ASSET MANAGEMENT
Bolton, United States · CRD 129376
SEC-registered investment adviser since 2006 · corporation. It files no 13F, so there are no holdings to show.
- Assets managed$8.3bn
- Main clients (by assets)Companies 45%, High net worth individuals 32%, Individuals 19%
- Websiteboltoncapitalgroup.com
- Form ADV · 2026-03-31SEC adviser record
- Kindinstitutions
- Others nearbyBolton, MA, Miami, FL, Falmouth, ME, Houston, TX, Brownsville, TX, Bradenton, FL
As an employer
- Staff (Form ADV)158 · 110 in investment roles
- Offices in2 countries
Where they work
Offices
From Form ADV: the main office and the other offices where it does advisory work (at most the 25 largest), with the people doing investment work at each. “About” is worked out: the firm's investment staff less its other offices. Each city links to the other managers there.
| City | People |
|---|---|
| Bolton, MA (main office)United States | |
| Miami, FL21 officesUnited States | 54 |
| Falmouth, ME2 officesUnited States | 11 |
| Brownsville, TXUnited States | 4 |
| Houston, TXUnited States | 4 |
| New York, NY2 officesUnited States | 4 |
| Lakewood, FLUnited States | 3 |
| Coral Gables, FLUnited States | 2 |
| Danbury, CTUnited States | 2 |
| MontevideoUruguay | 2 |
| La Jolla, CAUnited States | 1 |
| North Andover, MAUnited States | 1 |
1 more city
| San Diego, CAUnited States | 1 |
Map: places from GeoNames (CC BY 4.0), outlines from Natural Earth.