Investment adviser · CRD 148531
BOLTHOUSE INVESTMENT MANAGEMENT SERVICES
Investment adviser filing (IA)
BOLTHOUSE INVESTMENTS, LLC
BAKERSFIELD, CA, United States · Form ADV filed Apr 24, 2026
- Regulatory AUM
- $631M Form ADV · Item 5.F
- Client accounts
- 294 Accounts, not individual clients
- Employees
- 9 Reported in this filing
- Advisory professionals
- 5 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| High-net-worth individuals | 38 | $247,137,469 | 39.2% |
| Pooled investment vehicles | 2 | $221,007,805 | 35.0% |
| Corporations & businesses | Fewer than 5 | $99,151,931 | 15.7% |
| Charities | Fewer than 5 | $55,060,049 | 8.7% |
| Retirement plans | Fewer than 5 | $7,537,948 | 1.2% |
| Individuals | 5 | $866,569 | 0.1% |
| Other clients | Fewer than 5 | $481,594 | 0.1% |
Filing source
Form ADV 2098776 · Apr 24, 2026 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
2 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
BOLTHOUSE EQUITY LIMITED PARTNERSHIPOther Private Fund · Last reported Apr 24, 2026$127MGross asset value
Form D fundraising filings
Bolthouse Equity Limited Partnership
Provider details
- Annual audit
- Yes
- Prime brokers
- No
- Custodians
- Yes
- Administrator other than the adviser
- No
- External marketing
- No
BAKER TILLY
PCAOB 23
CHARLES SCHWAB & CO., INC.
SEC 8-16514
Fund details & source
- Fund ID
- 805-2758781897
- Reported beneficial owners
- 30
- Minimum commitment
- $10K
- Form D file number
- 021-190596
- Form D file number
- 021-210205
Form ADV 2098776 · Apr 24, 2026 · Schedule D 7.B.(1)
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
BOLTHOUSE FIXED INCOME LIMITED PARTNERSHIPOther Private Fund · Last reported Apr 24, 2026$94.1MGross asset value
Form D fundraising filings
Bolthouse Fixed Income Limited Partnership
Provider details
- Annual audit
- Yes
- Prime brokers
- No
- Custodians
- Yes
- Administrator other than the adviser
- No
- External marketing
- No
BAKER TILLY
PCAOB 23
CHARLES SCHWAB & CO., INC.
SEC 8-16514
Fund details & source
- Fund ID
- 805-8618427002
- Reported beneficial owners
- 31
- Minimum commitment
- $10K
- Form D file number
- 021-190520
- Form D file number
- 021-210208
Form ADV 2098776 · Apr 24, 2026 · Schedule D 7.B.(1)
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Services & filing details
Most recent filing: Apr 24, 2026. View historical filings
Reported services
Individual portfolio management · Pooled investment vehicle management · Business portfolio management · Selection of other advisers
Compensation
Percentage of assets · Hourly
Principal office
11601 BOLTHOUSE DRIVE, SUITE 210BAKERSFIELD, CA, 93311, United States
CRD 148531
Filing source
Form ADV 2098776 · Apr 24, 2026 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.