BOLTON GLOBAL ASSET MANAGEMENT

Overview

Bolton Global Asset Management operates as an independent broker-dealer and capital allocator serving both individual/family clients and institutional accounts. The firm combines brokerage capabilities (including futures clearing) with advisory services such as financial planning, portfolio management for individuals and institutions, pension consulting and selection of outside advisers. Bolton’s investment approach is equity-biased, with a notable tilt toward non-exchange-traded equity positions alongside traditional public equity exposures and pooled vehicles. Its structure supports a mix of fee arrangements — percentage of AUM, hourly and fixed fees, commissions and performance-based fees — which allows it to run fee-for-service advisory platforms as well as sponsor or allocate to manager-driven strategies. Because Bolton is also a futures commission merchant, it can access and implement managed futures and commodity exposures directly through cleared products, which complements its role as an allocator to external alternative managers. The firm is not identified as an active ESG investor in its materials.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices