Sign in Sign up for free

Bolton LP (Greenwich)


Bolton LP is a large advisory firm based in Greenwich. It manages $293.51 million of regulatory assets for 3 client accounts. It has been registered with the SEC as an adviser since 2014 and has operated in the jurisdiction of Connecticut.

Bolton provides portfolio management for pooled investment vehicles. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Bolton: assets under management

The assets under management (AUM) of Bolton LP is $293.51 million, all of which is managed in discretionary accounts. The firm's AUM has gone down by -30% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $293.51 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $97.84 million each.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Bolton LP for their services and products based on performance-based fees. The adviser charges an additional fee when a set benchmark is outperformed. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Indirect Owners

The SEC currently registers 11 indirect owners.

Name Entity Date acquired Ownership Employer ID
Charles Peter Carey Member 1 Oct 2007 50% - 75% 2570393
Joseph Niciforo Member 1 Oct 2007 50% - 75% 6231506
Charles Peter Carey Managing member 1 Dec 2013 Other 2570393
Joseph Niciforo Managing member 1 Dec 2013 Other 6231506
Charles F Gilroy Managing member 1 Dec 2013 Other 1381526
Michael Stewart Wilkins Managing member 1 Dec 2013 Other 1692310
Norman Walter Feckl Managing member 1 Dec 2013 Other 1114488
Llc Hc Technologies Managing member 1 Dec 2013 25% - 50% 35-2311000
Llc Hc Tech Group Owner 1 Dec 2013 75% - 100% 00-0000000
Llc Hc Tech Holdings Owner 1 Dec 2013 75% - 100% 00-0000000
Charles P. Carey Trust Owner 1 Dec 2013 25% - 50% 00-0000000

Based in Greenwich

The principal office where Bolton LP performs its advisory services is located at 10 Glenville Street, Greenwich, CT 06831, which is also the mailing address of the firm. An additional office of the firm is in New York, NY. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 203-588-2808 or by fax 203-588-2807. The normal business hours are 8:00 a.m. - 5:00 p.m. on Monday - Friday.


Registered investment advisers similar to Bolton LP