BOLT INNOVATION MANAGEMENT
BOLT INNOVATION MANAGEMENT LLC Legal Name
Adviser information for BOLT INNOVATION MANAGEMENT last updated from Form ADV on March 29th, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.
Advisory Business
| Type of Organization | Limited Liability Company |
|---|---|
| Fiscal Year End | DECEMBER |
| Legal Location | Delaware, United States |
Employees
| Total Number of Employees | 0 |
|---|---|
| Investment Advisory/Research | 0 |
| Registered Broker-Dealer Representatives | 0 |
| Registered State Investment Advisers | 0 |
| Licensed Agents of an Insurance Company | 0 |
| No. of Firms/People that Solicit Clients | 0 |
RAUM
| Provides Management of Securities Portfolios | No |
|---|
Clients
| Type | Number | RAUM |
|---|---|---|
| Individuals | 0 | $0 |
| HNW Individuals | 0 | $0 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles | 0 | $0 |
| Pension and profit sharing plans | 0 | $0 |
| Charitable organizations | 0 | $0 |
| State or municipal gov entities | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses | 0 | $0 |
| Other | 0 | $0 |
| Type | Number |
|---|---|
| No. of Non-RAUM Clients | 0 |
| No. of Non-U.S. Clients | 0 |
Services
| Advisory Services | – |
|---|---|
| Compensation | – |
Identifiers
| SEC RIA File Number | 802-88213 |
|---|---|
| SEC ERA File Number | 802-88213 |
| SEC CIK Numbers | None |
| SEC CRD Numbers | 192524 |
| Legal Entity Identifier | None |
Principal Office
49 GRENVILLE RDWATERTOWN
MA
United States
Monday - Friday, 8AM TO 5PM
Tel: 617-830-7972, Fax: None
Chief Compliance Officer
NoneIndustry Affiliates
| BOLT | Other investment adviser, including financial plannersSponsor, GP, manager of pooled investment vehicles |
| BOLT GP II | Sponsor, GP, manager of pooled investment vehicles |
| BOLT GP III LLC | Sponsor, GP, manager of pooled investment vehicles |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|---|---|---|---|
| BOLT FUND II LP | Venture Capital Fund | $116.0M | $0.0M | 39 |
| BOLT FUND III LP | Venture Capital Fund | $163.0M | $0.0M | 32 |
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| BICHARA, AXEL | Individual | – | MANAGING MEMBER | 01/2015 | < 5% |
| BICHARA, AXEL | Individual | – | MANAGING MEMBER OF BOLT GP II LLC | 01/2015 | < 5% |
| JOSEPHINE BICHARA IRREVOCABLE TRUST DATED 12/1/2000 | Domestic Entity | – | MEMBER OF BOLT GP II LLC | 01/2015 | 5-10% |
| ANTOINE BICHARA IRREVOCABLE TRUST DATED 12/1/2000 | Domestic Entity | – | MEMBER OF BOLT GP II LLC | 01/2015 | 5-10% |
| FORMELA, JEAN-FRANCOIS, BERNARD | Individual | – | TRUSTEE OF THE JOSEPHINE BICHARA IRREVOCABLE TRUST AND THE ANTOINE BICHARA IRREVOCABLE TRUST | 12/2000 | 5-10% |
| McAdoo, Gregory | Individual | – | MANAGING MEMBER | 03/2017 | 50-75% |
| McAdoo, Gregory | Individual | – | MANAGING MEMBER OF BOLT GP II LLC | 03/2017 | 5-10% |
| McAdoo, Gregory | Individual | – | MANAGING MEMBER OF BOLT GP III LLC | 03/2017 | 25-50% |
| BICHARA, AXEL | Individual | – | MANAGING MEMBER OF BOLT GP III LLC | 03/2017 | < 5% |
| AXEL R BICHARA REVOCABLE TRUST DATED 2/20/2020 | Domestic Entity | – | MEMBER | 04/2020 | 50-75% |
| AXEL R BICHARA REVOCABLE TRUST DATED 2/20/2020 | Domestic Entity | – | MEMBER OF BOLT GP II LLC | 04/2020 | 10-25% |
| AXEL R BICHARA REVOCABLE TRUST DATED 2/20/2020 | Domestic Entity | – | MEMBER OF BOLT GP III LLC | 04/2020 | 25-50% |
| BICHARA, AXEL | Individual | – | TRUSTEE OF THE AXEL R BICHARA REVOCABLE TRUST DATED 2/20/2020, MEMBER | 04/2020 | 50-75% |
| BICHARA, AXEL | Individual | – | TRUSTEE OF THE AXEL R BICHARA REVOCABLE TRUST DATED 2/20/2020, MEMBER OF BOLT GP II LLC | 04/2020 | 10-25% |
| BICHARA, AXEL | Individual | – | TRUSTEE OF THE AXEL R BICHARA REVOCABLE TRUST DATED 2/20/2020, MEMBER OF BOLT GP III LLC | 04/2020 | 25-50% |
| EINSTEIN, BENJAMIN | Individual | – | SPECIAL MEMBER OF BOLT GP II LLC | 12/2018 | 25-50% |
| EINSTEIN, BENJAMIN | Individual | – | SPECIAL MEMBER OF BOLT GP III LLC | 12/2018 | 5-10% |
| BICHARA, Jeannette | Individual | – | SPECIAL MEMBER OF BOLT GP II LLC | 12/2018 | 10-25% |
| BICHARA, Jeannette | Individual | – | SPECIAL MEMBER OF BOLT GP III LLC | 12/2018 | 5-10% |
| COURTNEY-O'SULLIVAN, MARY, KATHERINE | Individual | – | CHIEF FINANCIAL OFFICER | 03/2024 | < 5% |