BOLT

Exempt Reporting AdvisorFINRA Member
Total AUM
Accounts
0
Advisory reps
4
Brokerage reps
0
Avg account
$0

Firm details

Headquarters
BOSTON, Massachusetts
CRD number
166803
Website
bolt.io

Firm profile

FINTRX

Overview

Bolt operates as a small limited-liability investment adviser that primarily functions as a sponsor and general partner for pooled investment vehicles. The firm’s reported activity centers on a single venture capital fund, indicating a focus on private, growth-oriented equity rather than retail or institutional advisory mandates. Bolt does not report broad multi-state advisory operations, is not positioned as a traditional capital allocator for third-party managed portfolios, and is not identified as an active ESG investor or pension consultant. Its regulatory footprint and public client advisory presence are minimal; the firm appears structured to originate, manage and govern private fund investments rather than provide ongoing wealth-management services to individual advisory clients.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

1 of 1
  • MARY COURTNEY-O'SULLIVAN

    Chief Financial OfficerCRD 6885926

Contacts

3 of 3
  • AXEL BICHARA

    Co-Founder & General PartnerCRD 6160336

  • SCOTT MILLER

    Managing MemberCRD 6160338

  • JEAN-FRANCOIS FORMELA

    PartnerCRD 6040358

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

BOSTON, MA

SUFFOLK

Location

BOSTON, MA

Headquartered in BOSTON, MA, anchoring the Boston-Worcester-Providence, MA-RI-NH-CT metro in the Northeast.

Metro area
Boston-Worcester-Providence, MA-RI-NH-CT
Region
Northeast
County
SUFFOLK
Address
292 Newbury St
Time zone
ET (UTC-5)
Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth