Bolthouse Investments, LLC is a large advisory firm based in Bakersfield. It manages $360.8 million of regulatory assets for 166 client accounts. It has been registered with the SEC as an adviser since 2012 and has operated in the jurisdiction of California.
Bolthouse Investments provides portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for businesses and institutional clients, selection of other advisers, and consulting services. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Bolthouse Investments, LLC is $360.8 million. The firm's AUM has gone down by -16% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Bolthouse Investments, LLC for their services and products based on a percentage of assets under management and hourly charges. Hourly charges are usually charged for consulting work and special projects. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The firm provides services to charitable organizations, high net worth individuals, and pooled investment vehicles. The largest group of clients of Bolthouse Investments is pooled investment vehicles with 2 clients and $224.9 million of assets under management. Among the 11 most similar advisory firms, Bolthouse Investments has the 4th highest percentage of pooled investment vehicles out of all clients.
The amount of regulatory assets under management is $352.8 million for 32 clients that can include trusts, estates, and 401(k) plans and IRAs of individuals and their family members. None of the firm’s clients are foreign persons or businesses.
Bolthouse Investments also advises several private funds. Namely, two other private funds. The minimum investment commitment required of non-related persons is $3,500 for each fund.
The company employs 8 people that are either part- or full-time employees. 50 percent of the employees work as investment advisers or researchers. No employees are registered as investment adviser representatives with the state securities authorities.
There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.
The principal office where Bolthouse Investments, LLC performs its advisory services is located at 11601 Bolthouse Drive, Bakersfield, CA 93311 The mailing address of the firm is P.O. Box 21476, Bakersfield, CA 93390. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 661-326-6357 or by fax 661-326-6358. The normal business hours are 8:00 - 5:00 on Monday - Friday.