Form D · Other Investment Fund
Bolthouse Fixed Income Limited Partnership
Bakersfield, CA · CIK 0001567322
Offering snapshot reported Jul 16, 2026 · SEC filing
- Reported sold
- $263M Indefinite offering
- Investors reported
- 56 Form D · investor count
- Minimum accepted
- $10K Reported outside-investor minimum
- First sale
- Oct 26, 2009 As reported in this filing
Fundraising history
Reported soldDates are filing dates, not cash receipt dates. Decreases are reported revisions, not evidence of withdrawals. Separate offering histories are not added together.
What changed?
Latest filing versus its linked predecessor, where available.
- Reported sold$264,455,000 → $262,955,000
Filing history
Scroll to see all columns →
| Filed | Filing type | Reported sold | Change vs linked filing | Investors | Source |
|---|---|---|---|---|---|
| Jul 16, 2026 | Amendment | $262,955,000 | -$1,500,000vs Jul 17, 2025 | 56 | SEC filing |
| Jul 17, 2025 | Amendment | $264,455,000 | $1,500,000vs Jul 19, 2024 | 56 | SEC filing |
| Jul 19, 2024 | Amendment | $262,955,000 | $0vs Jul 17, 2024 | 56 | SEC filing |
| Jul 17, 2024 | Amendment | $262,955,000 | $55,000vs Jul 19, 2023 | 56 | SEC filing |
| Jul 19, 2023 | Amendment | $262,900,000 | $4,600,000vs Jul 14, 2022 | 56 | SEC filing |
| Jul 14, 2022 | Amendment | $258,300,000 | $6,800,000vs Jul 14, 2021 | 54 | SEC filing |
| Jul 14, 2021 | Amendment | $251,500,000 | $34,400,000vs Jun 9, 2020 | 49 | SEC filing |
| Jun 9, 2020 | Amendment | $217,100,000 | $13,500,000vs May 24, 2019 | 43 | SEC filing |
| May 24, 2019 | Amendment | $203,600,000 | $3,504,685vs May 22, 2018 | 42 | SEC filing |
| May 22, 2018 | Amendment | $200,095,315 | $3,551,000vs Apr 4, 2017 | 31 | SEC filing |
| Apr 4, 2017 | Amendment | $196,544,315 | $196,269,315vs Jan 15, 2014 | 23 | SEC filing |
| Jan 15, 2014 | Initial | $275,000 | No comparison | 24 | SEC filing |
| Jan 18, 2013 | Initial | $1,880,681,330 | No comparison | 26 | SEC filing |
Offering details
- Securities
- Equity, Debt, Pooled investment fund
- Exemptions
- 06b, 3C, 3C.1
- Duration over one year
- Yes
- Business combination
- No
- Sales commissions
- $0
- Finders' fees
- $0
- Form D file number
- 021-210208
Total amount sold through June 30, 2026 and rounded to the nearest $100k.
Source: Form D, filed Jul 16, 2026. Minimum accepted may differ from a standard advertised minimum.
Fund connections
The linked fund shows its most recently reported ADV details.
Matched by reported Form D file number
BOLTHOUSE FIXED INCOME LIMITED PARTNERSHIP
Investment adviser: BOLTHOUSE INVESTMENTS, LLC
- Gross asset value
- $94.1M
- Beneficial owners
- 31
- ADV minimum commitment
- $10K
Reported in Form ADV on Apr 24, 2026. Fund assets and beneficial owners measure different things from Form D sales and investors.
Service providers
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
Filing source
Form ADV 2098776 · Apr 24, 2026 · Schedule D 7.B.(1), fund 805-8618427002
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
People & organizations
Current and past Form D appearances. These existing records do not establish a person's current role or uniquely identify them across issuers.
| Name | Reported role |
|---|---|
| Johnny Carlo Bianchi | Executive |
| Brian Steven Conner | Executive |
| Jane Esther Couperus | Executive |
| Stewart W. Fleeman | Executive |
| Charles Frederic Green, Jr. | Executive |
| Scott Andrew Holan | Executive |
| Brad Alan Jantz | Executive |
| Anthony Leon Leggio | Executive |
Issuer details
Industry: Pooled Investment Fund (See others in industry)
Address:Bakersfield, CA, 93311