BOLTROCK

Exempt Reporting AdvisorFINRA MemberEst. 2023
Total AUM
Accounts
0
Advisory reps
1
Brokerage reps
0
Avg account
$0

Firm details

Headquarters
New York, New York
CRD number
326312
Registered since
June 2, 2023

Firm profile

FINTRX

Overview

Boltrock is a privately held investment adviser formed as a limited liability company and registered with the SEC in 2023. The firm functions primarily as a sponsor and general partner, acting as managing member for pooled investment vehicles rather than as a traditional retail-facing RIA. Its activity centers on structuring and managing private investment vehicles, with a clear emphasis on private equity strategies. Boltrock does not position itself as an ESG-focused allocator and is not set up as a multi-state adviser for retail advisory relationships. The firm's profile suggests a manager-oriented business model: creating and running closed-end or pooled funds, sourcing deals, and taking a lead governance role in portfolio companies. Given its owner-type classification as individual and the “Other Investment Adviser and Sponsor” affiliation, Boltrock is likely organized around a small leadership team that controls fund-level decisions and sponsorship responsibilities.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

1 of 1
  • CRAIG HUFF

    Co-CEOCRD 5075877

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

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Awards

FINTRX

Location

Primary office

New York, NY

NEW YORK

Location

New York, NY

Headquartered in New York, NY, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.

Metro area
New York-Newark, NY-NJ-CT-PA
Region
Northeast
County
NEW YORK
Address
712 5th Ave
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth