Bolton Partners Investment Consulting Group, Inc. (Baltimore)
Bolton Partners Investment Consulting Group, Inc. is a pension cosultant based in Baltimore. It manages $12.1 million of regulatory assets for 1 client accounts. It has been registered with the SEC as an adviser since 2004 and has operated in the jurisdictions of Maryland and Virginia.
Bolton Partners Investment Consulting Group provides pension consulting services and selection of other advisers. 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 Partners Investment Consulting Group: assets under management
The assets under management (AUM) of Bolton Partners Investment Consulting Group, Inc. is $12.1 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 22% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
Investments
The firm invests in investment and business development companies the most. They account for 76% of the total AUM. The second-largest asset type is other assets, which make up 24% of the firm’s portfolio.Fees & Commissions
The advisory firm has several streams of revenue. Clients pay Bolton Partners Investment Consulting Group, Inc. for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. Hourly charges are usually charged for consulting work and special projects. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
What kind of clients Robert Graham Bolton serves?
The only and largest group of clients of Robert Graham Bolton is pension and profit sharing plans with 1 clients and $12.1 million of assets under management. Among the 1 most similar advisory firms, Bolton Partners Investment Consulting Group has the highest percentage of pension and profit sharing plans out of all clients.
The amount of regulatory assets under management is $12.1 million for 1 clients. None of the firm’s clients are foreign persons or businesses.
Bolton Partners Investment Consulting Group doesn't advise any private funds.
Careers at Bolton Partners Investment Consulting Group, Inc.
The company employs 9 people that are either part- or full-time employees. 56 percent of the employees work as investment advisers or researchers. 6 employees are registered as investment adviser representatives with the state securities authorities.
There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.
Robert Graham Bolton has been acting as President since 1 Sep 2014. Donald Eugene Lybrook Jr. has served as the Chief Investment Officer since 1 Sep 2014. Christopher Bolton joined the executive team most recently as the Secretary.
Direct owners and executive officers
Indirect Owners
The SEC currently registers 1 indirect owner.Based in Baltimore
The principal office where Bolton Partners Investment Consulting Group, Inc. performs its advisory services is located at 36 South Charles Street, Baltimore, MD 21201, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 410 547-0500 or by fax 410 547-1152. The normal business hours are 8:30am - 5:00pm on Monday - Friday. You can find more information about the New York firm at boltonpartnersicg.com.
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