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579 Main Street, Bolton, MA 01740 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2016-11-30 |
Branch Locations
579 Main Street, Bolton, MA 01740 • United States
1441 Brickell Avenue Suite 1700, Miami, FL 33131 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Bolton Global Capital | Bolton | MA | 10/2013 | Present |
| Bolton Global Asset Management | Bolton | MA | 10/2013 | Present |
1) Investment Advisor Representative of Bolton Global Asset Management. Does business under Safebay Capital Partners, acting as Managing Partner, or Portocolom Capital Partners, also as Managing Partner. Approved for managing assets on outside platforms through UBS, outside normal course of investment related business and conducted from branch location. Began upon association with current firm and spends varying hours per month. 2) Owner and managing partner of Safebay Capital Partners, LLC, entity created to operate securities and investment advisory businesses. Investment related and conducted from branch location. Spends nominal time on management duties. LLC was initially filed June 2016. 3) Licensed real estate agent in the state of Florida. Not investment related and not conducted from Branch location. Time spent is currently 0 hours during trading hours and outside trading hours. Would not spend more than 2 hours outside of trading hours if Rep receives potential real estate business. Rep is contact person for this OBA. Approved February 2020. 4) Co-owner of Elkun, LLC, entity established for owning and operating a boat. LLC was established July 2020 in the State of Florida. Not investment related and not conducted from Branch location. 5) Co-owner and Managing Partner of Safebay Capital Investments, LLC. LLC is used for making personal private investments and renting residential property located in Colorado. Conducted from personal residence. Established October 2021. Less than 1-hour spent per month outside of business hours. Purchased property July 2025. 6) Owner and managing partner of Portocolom Capital Partners, a fictitious name created in Florida to operate securities and investment advisory businesses as a separate DBA from Safebay Capital Partners, LLC. Investment related and conducted from branch location. Spends nominal time on management duties. LLC was initially filed March 2023. 7) Owner of a personal property used for commercial advertising. Not investment related and not conducted from Branch location. Less than 1 hour spent on activity per month.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2009-07-08 |
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