|
⚲
|
| Bolthouse Investments LLC
✚
|
|
|---|---|
| CRD # | 148531 |
| SEC # | 801-73757 |
| CIK # | |
| AUM | $353.4 MM (2023-03-28) |
| Employees | 11 (55% Investors, 0% Brokers) |
| Phone | 661-326-6357 |
| Address | 11601 Bolthouse Drive Bakersfield, CA 93311 |
| Source | [IAPD] [Website] |
| Total AUM ($MM) |
|---|
| Type | Form D Funds | Date | Sold ($MM) | AUM ($MM) |
|---|---|---|---|---|
| Other | Bolthouse Equity Limited Partnership | [2012-02-14] | 12.1 | 119.7 |
| Other | Bolthouse Fixed Income Limited Partnership | [2012-02-14] | 258.3 | 106.5 |
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 12 | 3.1 |
| (b) Individuals (high net worth individuals) | 28 | 99.7 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 2 | 226.2 |
| (g) Pension and profit sharing plans | 0 | 6.9 |
| (h) Charitable organizations | 0 | 16.9 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.6 |
| (n) Other | 0 | 0.0 |
| Total | 202 | 353.4 |
| By Discretionary | ||
| Discretionary | 200 | 348.4 |
| Non-Discretionary | 2 | 5.0 |
| Total | 202 | 353.4 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 353.4 | |
| Total | 202 | 353.4 |
| Form D Directors | # Filings | # Firms | 2011 - 2023 | |
|---|---|---|---|---|
| Mark Sear | 44 | |||
| David Hou | 44 | |||
| Robert Skinner | 36 | |||
| Luminous Capital GP LLC | 29 | |||
| Kim Ip | 27 | |||
| Luminous Capital Holdings LLC | 27 | |||
| Alan Zafran | 27 | |||
| Anthony Leggio | 6 | |||
| Stewart Fleeman | 4 | |||
| Charles Green Jr | 4 | |||
| View All | ||||
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