Bolton Global Asset Management is an SEC registered investment adviser organized as a corporation with a primary office location in Bolton, MA. Its latest Form ADV filing, dated March 31, 2026, reports $8.3B in regulatory assets under management, 158 employees, 73 offices, and 7,320 accounts.
Top client segmentIndividuals represent 52.5% of total clients.
Top client categories% of clientsClients
1
Individuals
52.5%
3,868
2
HNWI
23.1%
1,698
3
Corporations
22.9%
1,690
4
Pension Plans
1.1%
79
5
Charitable
0.4%
28
Additional categories (<0.1%)
Banks<5 clients
Categories with <5 clients
Banking or thrift institutions<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$8.3Bas of March 31, 2026
Discretionary58.2%
$4.8B
58% of total RAUM58.2%
Non-discretionary41.8%
$3.5B
42% of total RAUM41.8%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$8.3B
Total Accounts7,320
10Y AUM Change+$6.8B (+454.9%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees158
Clients per Employee47:1
10Y Employee Change+79 (+100.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.