BOLTON LP Overview

Bolton Lp is an investment advisor that manages 258.2 MM dollars in regulatory AUM and has 13 employees, of which 4 perform investment advisory functions.

The manager's has disclosed holdings from 09/30/13 to 12/31/15. The fund's latest filing disclosed 42MM in positions, representing 16% of the manager's regulatory AUM.

BOLTON LP StockAlpha

-37.8%
Top 25%
2.5yr StockAlpha Register for more...

Fundamental & Technical Factor Exposure

Market Cap Beta Volatility
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EBIDTA Margin Debt/Assets Hedge Fund Crowding

BOLTON LP Since Last Filing Return Details

Ticker Size Sector Stock Move StockAlpha Attribution Days to Liquidate Trade Crowdedness
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FEATURED IN
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BOLTON LP Founders and Key Employees

Name Title In Position Since
Charles F. Gilroy Limited Partner March-2011
Michael S. Wilkins Limited Partner May-2012
Norman W. Feckl Limited Partner March-2011
Donald J. Damico Counsel & Chief Compliance Officer January-2014

BOLTON LP Brokers, Custodians, Auditors and Administrators

Type Company
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Prime Broker Pro
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BOLTON LP Investment Strategy

Methods of Analysis, Investment Strategies and Risk of Loss:

(A) The arbitrage strategies that Bolton employs will focus on extracting values from pricing inconsistencies between the global cash equities markets and derivatives markets. The approach is typically through low risk strategies that are primarily market neutral and uncorrelated to the markets. These global strategies may include, but are not necessarily limited to, conversions and reverse conversions, married puts, corporate actions and event driven opportunities, ADR/ORD spreads, ETFs, and like for like trades. The instruments traded as part of these strategies may include, but are not necessarily limited to, equities, listed options, futures, OTC derivatives, ETFs, ADRs, ORDs, rights, warrants and FX in global markets. Bolton’s methodology is as follows: A) perform in-depth research by identifying price inconsistencies from varying sources and proprietary access using both qualitative an...
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BOLTON LP Portfolio Concentration

BOLTON LP Location

10 GLENVILLE STREET
3RD FLOOR
GREENWICH, Connecticut
UNITED STATES, 06831

BOLTON LP Contact Information

Phone Number: 203-588-2808
Fax Number: 203-588-2807
Website:

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