BOLTON GLOBAL ASSET MANAGEMENT

Latest filing: Mar 31, 2025 (97 days ago)

View on IAPD

Adviser Website

AUM

$7,004,872,405

20% change vs. 1 year ago

59% change vs. 3 years ago

234% change vs. 5 years ago

454% change vs. 10 years ago

Employee Count

154

1% change vs. 1 year ago

-100% change vs. 3 years ago

62% change vs. 5 years ago

130% change vs. 10 years ago

Main Office

BOLTON, MA

579 MAIN STREET, BOLTON, MA, UNITED STATES, 1740

Client AUM

Discretion	AUM
Discretionary	$3.7
Non-Discretionary	$3.3
Total	$7.0

Client	AUM
Retail	$3.5
Pooled	$0.0
Institutional	$3.5
Total	$7.0

Retail	Accounts	AUM
Individual	3,698	$2.0
Average Individual AUM		$550,457
HNW	1,553	$1.5
Average HNW AUM		$940,981
Retail Total	5,251	$3.5
Average Retail AUM		$665,955

ADVDB.CO • AUM IN BILLIONS, AVERAGES IN DOLLARS • SOURCE: SEC FORM ADV

SMA Custodians

Custodian	Location	AUM
PERSHING LLC	JERSEY CITY-NJ-USA	$3.4
PERSHING LLC	JERSEY CITY-NJ-USA	$0.4

ADVDB.CO • SMA AUM IN BILLIONS • SMA INCLUDES RETAIL AND INSTITUTIONAL • SOURCE: SEC FORM ADV

Separately Managed Assets

Breakdown	AUM
Total SMA AUM	$7.0
Retail SMA AUM	$3.5
Institutional SMA AUM	$3.5

Asset Class	%	AUM
Equity Exch	4%	$0.3
Equity Non-Exch	57%	$4.0
Govt Agency	1%	$0.1
Municipal	1%	$0.1
Sovereign	0%	$0.0
IG Credit	21%	$1.5
HY Credit	9%	$0.6
Derivatives	0%	$0.0
Investment Companies	2%	$0.1
Other Pools	0%	$0.0
Cash	5%	$0.4
Other	0%	$0.0
Total	100%	$7.0

ADVDB.CO • AUM IN BILLIONS • POSSIBLE ROUNDING ERRORS, BUT SOME ADVISERS REPORT SUMS ≠ 100% • SOURCE: SEC FORM ADV

Control Persons

9 active

Name	Title
HAYES, EUGENE FRANCIS JR IAPD Broker	CFO & FINOP
GRENIER, PHILIPPE BENJAMIN IAPD Broker	VICE PRESIDENT OF TRADING, TRUSTEE
PRESKENIS, STEVEN CHRISTOPHER IAPD Broker	PRESIDENT & CHIEF COMPLIANCE OFFICER
GRENIER, MARY LOUISE	BENEFICIAL OWNER
MAHLE, DAPHNE JANE IAPD Broker	CHIEF COMPLIANCE OFFICER(IA)
GRENIER, RAYMOND LOUIS JR IAPD Broker	SPOUSE OF BENEFICIAL OWNER

ADVDB.CO • SOURCE: SEC

Representatives

145 active representatives found, showing 20 random

Name	City	State	Exams	Designations
LUCAS RIO TORTO	BOLTON	MA	S66\|2017-08-25	CHARTERED FINANCIAL ANALYST
MILAGROS PEREZ LEAL	BOLTON	MA	S63\|2005-09-30\|S66\|2011-08-21
ARCHIBALDO VASQUEZ	BOLTON	MA	S63\|1994-09-30\|S66\|2008-01-16
JORGE PEREZ	BOLTON	MA	S66\|2003-09-05
ERICA GRAHAM	BOLTON	MA	S65\|2015-06-06
JOAQUIN PASTOR	BOLTON	MA	S66\|2022-08-26
FELIPE BALLESTAS	BOLTON	MA	S63\|2005-03-21\|S66\|2000-06-27
TOMAS ESTEVE	BOLTON	MA	S63\|1992-11-17\|S65\|1995-01-03
MARK VAN DER EIJK	BOLTON	MA	S66\|2003-04-23
MARIA NORTHAM	BOLTON	MA	S63\|1994-11-28\|S65\|1995-03-06
ELIO KING	BOLTON	MA	S63\|1981-08-19\|S65\|2005-10-15
THIAGO QUEIROZ	BOLTON	MA		CHARTERED FINANCIAL ANALYST
ERICK MEJIA	BOLTON	MA	S63\|1997-02-05\|S65\|1997-10-29
GRACIELA PEREZ	BOLTON	MA	S63\|1996-09-25\|S65\|2005-06-22
CRISTINA ACOSTA	BOLTON	MA	S63\|2002-12-14\|S65\|2016-09-15
LUIS CAVAZOS	BOLTON	MA	S66\|2011-01-20
LUISA MURO	BOLTON	MA	S66\|2006-12-30
JORGE AGUERREVERE SANCHEZ	BOLTON	MA	S66\|1999-03-25
ERIC LUSK	BOLTON	MA	S63\|1995-07-17\|S65\|1997-11-13
RANDALL CARUSO	BOLTON	MA	S63\|1994-05-09\|S65\|2019-04-20

ADVDB.CO • SOURCE: SEC

History

Date	AUM	AUM ∆	AUM % ∆	Empl	Empl ∆	Empl % ∆
2025-06-02	$7.0	$0.0	0%	154	0	0%
2025-04-21	$7.0	$0.0	0%	154	0	0%
2024-04-02	$5.9	$1.2	20%	153	1	1%
2023-04-04	$3.6	$3.4	93%	140	14	10%
2022-04-01	$4.4	$2.6	59%	1,060,430,120	-1,060,429,966	-100%
2021-04-05	$3.3	$3.7	112%	111	43	39%
2020-04-01	$2.1	$4.9	234%	95	59	62%
2019-04-01	$2.1	$4.9	234%	95	59	62%
2018-04-02	$1.9	$5.1	261%	88	66	75%
2017-04-01	$1.5	$5.5	370%	79	75	95%
2016-04-01	$1.2	$5.8	500%	66	88	133%
2015-04-01	$1.3	$5.7	454%	67	87	130%
2014-04-01	$0.8	$6.2	746%	67	87	130%
2013-04-01	$0.5	$6.5	1265%	62	92	148%

ADVDB.CO • AUM IN BILLIONS • SOURCE: SEC FORM ADV

Other

STATE REGISTRATIONS

MA, AK-03/13/2025, AZ-03/31/2011, CA-08/09/2006, CO-01/06/2009, CT-03/20/2009, FL-08/09/2006, GA-08/09/2006, HI-01/28/2010, IL-09/06/2007, IN-10/31/2018, MA-08/09/2006, MD-10/31/2007, ME-08/09/2006, MI-09/06/2007, MN-07/24/2012, MO-04/27/2007, MS-02/09/2009, MT-11/09/2015, NC-09/25/2006, NE-10/09/2015, NH-03/26/2007, NJ-02/05/2009, NM-02/09/2009, NV-01/28/2010, NY-01/06/2009, OH-09/27/2006, OK-06/25/2009, OR-04/18/2011, PA-01/06/2009, RI-08/21/2008, SC-10/27/2009, TN-05/17/2007, TX-11/02/2006, UT-06/25/2009, VA-02/05/2014, VT-10/27/2009, WA-01/24/2008, WI-02/26/2009

ADVISER ACTIVITIES

FINANCIAL PLANNING
PORTFOLIO MANAGEMENT
PORTFOLIO MANAGEMENT (SMB)
PENSION CONSULTING
MANAGER SELECTION

OTHER ACTIVITIES

BROKER DEALER
FUTURES MERCHANT

ADVDB.CO • SOURCE: SEC FORM ADV