# Percy E. Bolton Associates

Percy E. Bolton Associates is a RIA based in Pasadena, United States.

## Overview

- **Organization type:** RIA
- **Headquarters:** Pasadena, United States
- **Region:** North America
- **Address:** Los Angeles, CA, United States
- **Founded:** 1985
- **Assets under management:** Undisclosed (Altss estimate)
- **Website:** percybolt.com
- **LinkedIn:** https://www.linkedin.com/company/percybolton

## Regulatory record

- **CRD number:** 116174
- **SEC file number:** 801-67517
- **Registration status:** Registered
- **Latest Form ADV filing:** 2026-03-26T00:00:00.000Z
- **Reports private funds:** No
- **Private funds reported:** 0
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/116174

## About

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.

## Sectors

- Private Credit
- Real Estate
- Infrastructure

## People

- Percy E. Bolton — Founder and President

## 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.

## Related profiles

- [MITCO Asset Management](https://altss.com/profile/mitco-asset-management)
- [Equinet Inc.](https://altss.com/profile/equinet-inc)

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Last updated: 2026-07-06T01:24:23.134Z

Canonical page: https://altss.com/profile/percy-e-bolton-associates-inc

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