BOLT INNOVATION MANAGEMENT

Exempt Reporting AdvisorFINRA MemberEst. 2015
Total AUM
Accounts
0
Advisory reps
6
Brokerage reps
0
Avg account
$0

Firm details

Headquarters
BOSTON, Massachusetts
CRD number
192524
Registered since
April 1, 2015
Website
bolt.io

Firm profile

FINTRX

Overview

Bolt Innovation Management is an LLC registered with the SEC in 2015 that operates primarily as an adviser and sponsor to pooled investment vehicles. The firm functions in roles typical of a general partner and managing member, forming and managing private venture capital funds rather than acting as a retail or institutional wealth manager with individual advisory relationships. It is marked as an unclassified adviser, does not identify as an active ESG investor, and is not registered as a multi-state adviser. The firm’s public filings emphasize its sponsor/GP activities: setting up pooled vehicles, taking management responsibilities, and running funds on behalf of limited partners. Bolt Innovation Management is not described as a capital allocator to third‑party managers; instead, its activity centers on managing its own private fund vehicles.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Owners & executives

1 of 1
  • MARY COURTNEY-O'SULLIVAN

    Chief Financial OfficerCRD 6885926

Contacts

3 of 5
  • BENJAMIN EINSTEIN

    PresidentCRD 6160320

  • Gregory McAdoo

    General PartnerCRD 6932607

  • Jeannette BICHARA

    Special MemberCRD 7359076

Unlock 2 more contacts

Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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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

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth