| Fund | Type | Gross assets | Min. |
|---|---|---|---|
| Bolthouse Equity Limited Partnership | Other Private | $145.4M | $10K |
| Bolthouse Fixed Income Limited Partnership | Other Private | $95.6M | $10K |
| Name | Title | Ownership | Since |
|---|---|---|---|
| Anthony Leon Leggio Control | Manager & President | 5-10% | 2008 |
| Bolthouse Properties, LLC Control | Sole Member | Over 75% | 2008 |
| Brad Alan Jantz Control | Vice President, Chief Investment Officer | Under 5% | 2021 |
Bolthouse Investments, LLC reports $544.8 million in regulatory assets under management on its Form ADV.
Bolthouse Investments, LLC manages 2 private funds with combined gross assets of $241 million.
Bolthouse Investments, LLC reports 9 employees.
Bolthouse Investments, LLC is based in Bakersfield, CA and has been SEC-registered since 2012.
Bolthouse Investments, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Address | 11601 Bolthouse Drive, Suite 210, Bakersfield, CA 93311 |
| Phone | 661-326-6357 |
| Fax | 661-326-6358 |
| Office hours | 8:00 - 5:00 |
| SEC region | Los Angeles Regional Office (LARO) |
| CIK | 1567013 |
| Discloses disciplinary history | No |
| Discretionary | $496.9M |
| Non-discretionary | $48M |
| Total (RAUM) | $544.8M |