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| Bolthouse Investments LLC
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| 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 ($M) |
|---|
| CIK | Period |
|---|---|
| 0001567013 |
| Sector | Form 13F Holdings | Value ($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 | ||
| Amazon Com Inc | 1.4 | ||
| Chevron Corp | 1.3 | ||
| CVB Financial Corp | 1.2 | ||
| United Technologies Corp /DE/ | 1.1 | ||
| Alphabet Inc | 0.9 | ||
| FPL Group Inc | 0.9 | ||
| American International Group Inc | 0.9 | ||
| Abbott Laboratories | 0.8 | ||
| McDonalds Corp | 0.8 | ||
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| Type | Form D Funds | Date | Sold | AUM |
|---|---|---|---|---|
| Other | Bolthouse Equity Limited Partnership | [2012-02-14] | 12.1 M | 126.9 M |
| Other | Bolthouse Fixed Income Limited Partnership | [2012-02-14] | 1.9 B | 94.1 M |
| 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] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.3B |
| Serves | Institutional, Retail |
| Fund Types | Hedge Fund |
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