SEC Form ADV

BOLTON GLOBAL ASSET MANAGEMENT

Firm profile: Bolton Global Asset Management — investment focus, AUM, decision-makers and all regulatory filings

Registered Investment AdviserMA

$8.3B

Assets Under Management

7,320

Total Clients

158

Employees

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Registration Details

Accession: CRD-129376
Location: BOLTON, MA
Filing Date: March 31, 2026
AUM: $8.3B
Total Clients: 7,320
Institutional Clients: 109
Employees: 158
Amendment: No
SEC EDGAR: View original filing →

Client Types

$1 billion - $10 billion

About this Adviser

BOLTON GLOBAL ASSET MANAGEMENT is a registered investment adviser headquartered in BOLTON, MA, managing approximately $8.3B in assets across 7,320 client accounts. This data is sourced from the SEC's EDGAR database via Form ADV.

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