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Boldwater Capital Management LP (Boston)


Boldwater Capital Management LP is a large advisory firm based in Boston. It manages $123 million of regulatory assets for 4 client accounts. It has been registered with the SEC as an adviser since 2005 and has operated in the jurisdiction of Massachusetts.

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Boldwater Capital Management provides market timing services. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Boldwater Capital Management: assets under management

The assets under management (AUM) of Boldwater Capital Management LP is $123 million, all of which is managed in discretionary accounts. The firm's AUM has gone down by -52% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $123 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $30.75 million each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Boldwater Capital Management LP for their services and products based on a percentage of assets under management and performance-based fees. The adviser charges an additional fee when a set benchmark is outperformed. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Boston

The principal office where Boldwater Capital Management LP performs its advisory services is located at 100 Summer Street, Boston, MA 02110, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 617-897-2600 or by fax 617-897-2666. The normal business hours are 9:00am - 5:00pm on Monday - Friday. You can find more information about the New York firm at www.boldwatercapital.com.


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