Bolton Global Capital
Firm details
- Headquarters
- Bolton, Massachusetts
- CRD number
- 15650
- Registered since
- February 7, 1985
- Website
- boltonglobal.com
Firm profile
FINTRXOverview
Bolton Global Capital is organized as a corporation that operates as an independent broker-dealer. The firm has been SEC-registered since 1985 and is privately owned by an individual. Available data indicate Bolton Global Capital does not act as a capital allocator and is not identified as an active ESG investor, multi-state adviser, pension consultant, or related adviser. The limited disclosures in the source suggest the firm functions more in a brokerage/distribution capacity than as a discretionary asset manager. There is no information provided about advisory activities, fee structures, or client segments in the dataset used for this profile.
Assets & Accounts
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
3 of 10
John Cataldo
Chief Legal OfficerCRD 5707721
Federico Alonso
Chief Operating OfficerCRD 5866778

Daphne Mahle
Chief Compliance OfficerCRD 4367277
Contacts
3 of 180Karyn Soroa
Investment AdvisorCRD 5681318

Cesar Colis Vidal
Managing DirectorCRD 5697703
Carlos Lecour
Investment AdvisorCRD 5720964
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Bolton, MA
Worcester
Location
Bolton, MA
Headquartered in Bolton, 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
- Worcester
- Address
- 579 Main St
- Time zone
- ET (UTC-5)
- Office locations
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