|
⚲
|
| Bolthouse Investments LLC
✚
|
|
|---|---|
| CRD # | 148531 |
| SEC # | 801-73757 |
| CIK # | 0001567013 |
| AUM | $631.2 M (2026-04-24) |
| Employees | 9 (56% Investors, 0% Brokers) |
| Phone | 661-326-6357 |
| Address | 11601 Bolthouse Drive Bakersfield, CA 93311 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Trico Bancshares / | 16.8 | ||
| Primoris Services Corp | 10.7 | ||
| Apple Inc | 5.7 | ||
| Microsoft Corp | 4.2 | ||
| Broadcom Inc | 3.6 | ||
| Alphabet Inc | 3.1 | ||
| J P Morgan Chase & Co | 2.6 | ||
| Visa Inc | 2.2 | ||
| Nvidia Corp | 2.0 | ||
| Costco Wholesale Corp /NEW | 1.6 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| Type | Form D Funds | Date | Sold ($M) | AUM ($M) |
|---|---|---|---|---|
| Other | Bolthouse Equity Limited Partnership | [2012-02-14] | 12.1 | 126.9 |
| Other | Bolthouse Fixed Income Limited Partnership | [2012-02-14] | 1,880.7 | 94.1 |
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 5 | 0.9 |
| (b) Individuals (high net worth individuals) | 38 | 247.1 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 2 | 221.0 |
| (g) Pension and profit sharing plans | 0 | 7.5 |
| (h) Charitable organizations | 0 | 55.1 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 99.2 |
| (n) Other | 0 | 0.5 |
| Total | 294 | 631.2 |
| By Discretionary | ||
| Discretionary | 252 | 574.7 |
| Non-Discretionary | 42 | 56.5 |
| Total | 294 | 631.2 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 631.2 | |
| Total | 294 | 631.2 |
| Form D Directors | Role | # Filings | # Firms | 2011 - 2026 |
|---|---|---|---|---|
| Anthony Leggio | 6 | 2 | ||
| Stewart Fleeman | 4 | 2 | ||
| Charles Green Jr | 4 | 2 | ||
| Jane Couperus | 4 | 2 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001567013] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Proprietary Capital LLC
✚
|
CO | 0.7 |
|
Powell Investment Advisors LLC
✚
|
FL | 0.6 |
|
Pier Capital LLC
✚
|
CT | 0.6 |
|
503 Capital Partners LLC
✚
|
KS | 0.6 |
|
Karma Capital Advisors PVT Ltd
✚
|
0.6 | |
|
PVG Asset Management Corp
✚
|
CO | 0.6 |
|
Lountzis Asset Management LLC
✚
|
PA | 0.6 |
|
12th Street Asset Management LLC
✚
|
TN | 0.6 |
|
Sapere Wealth Management LLC
✚
|
NC | 0.6 |
|
Ackerman Capital Advisors LLC
✚
|
TX | 0.6 |