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| Happy Holidays!! thanks for using AUM13F!! |
| Bolthouse Investments LLC
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| CRD # | 148531 |
| SEC # | 801-73757 |
| CIK # | 0001567013 |
| AUM | $544.8 M (2025-04-24) |
| Employees | 9 (56% Investors, 0% Brokers) |
| Phone | 661-326-6357 |
| Address | 11601 Bolthouse Drive Bakersfield, CA 93311 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Trico Bancshares / | 14.4 | ||
| Primoris Services Corp | 6.6 | ||
| Microsoft Corp | 6.3 | ||
| Apple Inc | 4.5 | ||
| Broadcom Inc | 3.4 | ||
| J P Morgan Chase & Co | 2.4 | ||
| VISA Inc | 2.4 | ||
| Costco Wholesale Corp /NEW | 2.0 | ||
| Alphabet Inc | 1.9 | ||
| Nvidia Corp | 1.8 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| Type | Form D Funds | Date | Sold ($M) | AUM ($M) |
|---|---|---|---|---|
| Other | Bolthouse Equity Limited Partnership | [2012-02-14] | 12.1 | 145.4 |
| Other | Bolthouse Fixed Income Limited Partnership | [2012-02-14] | 1,880.7 | 95.6 |
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 5 | 0.8 |
| (b) Individuals (high net worth individuals) | 38 | 211.9 |
| (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 | 241.0 |
| (g) Pension and profit sharing plans | 1 | 7.1 |
| (h) Charitable organizations | 4 | 34.8 |
| (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 | 2 | 48.7 |
| (n) Other | 1 | 0.6 |
| Total | 269 | 544.8 |
| By Discretionary | ||
| Discretionary | 238 | 496.9 |
| Non-Discretionary | 31 | 48.0 |
| Total | 269 | 544.8 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 544.8 | |
| Total | 269 | 544.8 |
| Form D Directors | # Filings | # Firms | 2011 - 2025 |
|---|---|---|---|
| Anthony Leggio | 6 | ||
| Stewart Fleeman | 4 | ||
| Charles Green Jr | 4 | ||
| Jane Couperus | 4 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001567013] |
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