DFX Intelligence
Data Factory
Reading the graph
Reading the graph
| Class | ||||||||
|---|---|---|---|---|---|---|---|---|
| GREENWICH, | $294M | 1 | 2013 | |||||
| Kailua Kona, | 70 | |||||||
BOLTON GLOBAL ASSET MANAGEMENT Registered adviser · RIA / Wealth · matched BOLTON SECURITIES CORP · 801-66962 | BOLTON, | $8.3B | 150 | 2012 | ||||
| Pasadena, | 220 | |||||||
BOLTON INVESTMENT Registered adviser · RIA / Wealth · matched BOLTON PARTNERS INVESTMENT CONSULTING GROUP, INC. · 801-46685 | TOWSON, | $249M | 7 | 2012 | ||||
| 41 | 2025 | |||||||
| Towson, | 218 | |||||||
| 2016 | ||||||||
| Mankato, | 1,099 | |||||||
Montrusco Bolton Investments Inc. Firm · Private equity · matched Montrusco Bolton Investments, Inc. Also on RIA / Wealth Management, Real Estate Funds | · probable Lower middle market | Montreal, Quebec, | $13B | 4 | 4 | 73 | 2021 | |
| 15 | 2025 | |||||||
| Sunrise, | 697 | |||||||
| Albany, | 98 | |||||||
| 16 | 2025 | |||||||
| Charlotte, | 189 | |||||||
| Bolton, | 151 | |||||||
| 2 | 2023 | |||||||
| PASADENA, | $36.4M | 2026 | ||||||
| 1 | 1 | |||||||
| Asheville, | 68 | |||||||
| Atlanta, | 222 | |||||||
| $275M | 7 | 2014 | ||||||
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MONTRUSCO BOLTON CANADIAN SMALL CAPITALIZATION EQUITY FUND Fund · RIA / Wealth · MONTRUSCO BOLTON INVESTMENTS INC. | $517M | 576 | 2012 | |||||
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Ranked by what the graph knows (size, observed deals, people, funds) unless you sort. Size is the best-evidenced figure for the row: AUM or regulatory AUM for firms and offices, close or reported gross asset value for funds, disclosed raised for companies. Click a class or a state in the table to filter by it. Counts are records per graph; with no graph selected, a firm that is on several graphs (matched by CRD, CIK, EIN or fund id, never by name) is listed once, with a dot for each graph.