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 has been registered with the SEC since 1985. The firm is individually owned and is classified in public records as "Unclassified." Available filings indicate it does not act as a capital allocator and does not identify as an active ESG investor. It is not listed as a multi-state adviser, was not recently formed, and does not present itself as a pension consultant or related adviser. Several standard profile fields—such as fee structure, advisory activities and client segmentation—are not specified in the provided data.
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 10MATTHEW BEALS
Chief Operating OfficerCRD 5157251
JOHN CATALDO
Chief Legal OfficerCRD 5707721
STEPHEN MAYOR
President and CEOCRD 2910986
Contacts
3 of 179CARLOS LECOUR
Investment AdvisorCRD 5720964
ERIC SILVA
foreign associateCRD 2922146
Ryan Crawford
Staff AccountantCRD 7714097
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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