BOLT
Firm details
- Headquarters
- BOSTON, Massachusetts
- CRD number
- 166803
- Website
- bolt.io
Firm profile
FINTRXOverview
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
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
1 of 1MARY COURTNEY-O'SULLIVAN
Chief Financial OfficerCRD 6885926
Contacts
3 of 3AXEL BICHARA
Co-Founder & General PartnerCRD 6160336
SCOTT MILLER
Managing MemberCRD 6160338
JEAN-FRANCOIS FORMELA
PartnerCRD 6040358
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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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