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| Keyboard |
| Bolton Partners Investment Consulting Group Inc
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|---|---|
| CRD # | 104684 |
| SEC # | 801-46685 |
| CIK # | |
| AUM | 249.1 M (2026-03-28) |
| Employees | 11 (64% Investors, 0% Brokers) |
| Phone | 410-547-0500 |
| Address | 1 W Pennsylvania Ave Towson, MD 21204 |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($B) |
|---|
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 0 | 0.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 8 | 0.2 |
| (h) Charitable organizations | 1 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 9 | 0.2 |
| By Discretionary | ||
| Discretionary | 9 | 0.2 |
| Non-Discretionary | 0 | 0.0 |
| Total | 9 | 0.2 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 0.2 | |
| Total | 9 | 0.2 |
| Firm Profile (Form ADV) | |
|---|---|
| Clients | 55 |
| Serves | Institutional |
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Amplius Asset Management LLC
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|
Alternative Fund Advisors LLC
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|
SAAS Capital LLC
✚
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OH | 244.9 M |
|
Plante Moran Real Estate Investment Advisors LLC
✚
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MI | 242.8 M |