DFX Intelligence

Allocator Intelligence

Bolton Partners, Inc.

unclassified· MD
unclassified

37 more other clients and 162 more Schedule C rows

Every figure, date and source on this page is shown. The names behind them, and every related record, open with the complete profile.

Includes 3 days of DFX Intelligence. Then $199/month unless canceled.

Advisory clients on the tape
2
Schedule C, ACFR
Public-system clients
1
ACFR and seeds
ADV institutional clients
n/a
Item 5.D
ADV institutional RAUM
Not disclosed
pension, government, charity, insurance, sovereign
ADV discretionary RAUM
Not disclosed
Item 5.F

Advisory clients

2 allocators

Other roles

40 allocators

+37 more clients

Every name, record and relationship behind this count, with the source on each.

Includes 3 days of DFX Intelligence. Then $199/month unless canceled.

Schedule C rows

165 rows, $4.6M direct compensation as filed
PlanPlan yearCodesRelationship as filedDirect compensation
Westchester Teamsters Local 456 Pension Fund202511enrolled actuary
Defined Benefit Pension Plan of Curative Care Network, Inc.202411 15 17 38 50NONE$306,896
Pennsylvania State Education Association Pension Plan202411 50NONE$104,915

+162 more Schedule C rows

Every name, record and relationship behind this count, with the source on each.

Includes 3 days of DFX Intelligence. Then $199/month unless canceled.

What changed