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Percy E. Bolton Associates
Percy E. Bolton Associates, Inc. is an SEC-registered investment adviser in Pasadena, CA. The firm manages approximately $36 million in regulatory assets.
Overview
Percy E. Bolton Associates, Inc. is an SEC-registered investment adviser in Pasadena, CA. The firm manages approximately $36 million in regulatory assets. It has 1 employee and 1 investment adviser.
General information
Firm type
RIA
Year founded
1985
Location
Region
North America
Country
United States
City
Pasadena
Corporate office
Los Angeles, CA, United States
Principals
Percy E. Bolton
Founder and President
Sector focus
Frequently asked questions
What investment stages does the firm typically target?
The firm focuses on direct and co-investment opportunities in established assets such as commercial real estate debt and infrastructure equity. It does not target early-stage venture or public equities, instead preferring value-oriented, income-generating positions.
What is the firm's known posture on co-investments alongside external GPs?
The firm participates in co-investments and direct deals alongside institutional managers. This approach allows it to maintain control over deal selection while benefiting from manager expertise.
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