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 and is recorded as SEC-registered since 1985. The firm is held by an individual owner and appears in the dataset under an "Unclassified" business classification. Data fields flag the firm as not acting as a capital allocator and not identifying as an active ESG investor; it is also not identified as a multi-state adviser, newly formed adviser, pension consultant, or related adviser. The dataset does not include descriptions of client segments, fee schedules, specific business or advisory activities, or manager allocation preferences. That absence limits what can be said about target clients, investment philosophy, or product mix from the available records.
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
Matthew Beals
Chief Operating OfficerCRD 5157251

John Cataldo
Chief Legal OfficerCRD 5707721

Stephen Mayor
President And CEOCRD 2910986
Contacts
3 of 178Carlos Lecour
Investment AdvisorCRD 5720964

Gabriella Espaillat
Investment Advisor Representative and Registered RepresentativeCRD 7815743
Eric Silva
foreign associateCRD 2922146
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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