Bolthouse Investment Management Services

RIASEC RegisteredEst. 2012
Total AUM
$631M
Discretionary
$575M
91% of AUM
Avg account
$2.1M
Accounts
294
Employees
9
Advisory reps
6

Firm details

Headquarters
Bakersfield, California
CRD number
148531
Registered since
March 30, 2012
Website
bolthouseproperties.com
Custodians
CHARLES SCHWAB & CO., INC.
Fee structure
Percentage of AUM, Hourly Charges
Client types
  • HNWI39.15%
  • Pooled Investment Vehicles35.01%
  • Corporations / Businesses15.71%
  • Charitable Organizations8.72%
  • Pension & Profit Sharing Plans1.19%
Services
Portfolio Management for IndividualsPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional ClientsSelection of Other Advisers

Firm profile

FINTRX

Overview

Bolthouse Investment Management Services is an SEC-registered LLC that provides discretionary and non-discretionary portfolio management for individuals, families, pooled vehicles and institutional clients. The firm acts as a capital allocator and also performs manager selection, which suggests it blends direct portfolio management with allocations to third-party managers. Fee arrangements include both percentage-of-AUM billing and hourly charges. The firm identifies individual and family clients alongside institutional relationships and has an industry affiliation with a law firm. Bolthouse is not positioned as an ESG investor.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

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Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 32%, Public Funds/Mutual Funds 24%, Cash & Cash Equivalents 21%, US Government Bonds 8%, Private Funds 5%, Other 4%, Investment Grade Corp Bonds 3%, State & Local Bonds 2%, Non-Exchange Traded Equities 1%32%
  • Exchange Traded Equities32%
  • Public Funds/Mutual Funds24%
  • Cash & Cash Equivalents21%
  • US Government Bonds8%
  • Private Funds5%

Owners & executives

2 of 2
  • Brian Conner

    Brian Conner

    CFOCRD 6931797

  • Brad Jantz

    Brad Jantz

    Vice President, Chief Investment OfficerCRD 4548320

Contacts

3 of 4
  • Lisa Kemph

    Lisa Kemph

    Senior AccountantCRD 2502325

  • Jose Escalada

    Jose Escalada

    Senior Investment AnalystCRD 7177033

  • Anthony Leggio

    Anthony Leggio

    PresidentCRD 6028113

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Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

ETF holdings

1 of 21

Active vs passive

$40.4M in ETFs

Passive

86%

$34.8M

Active

12%

$5.6M

ETFProviderStyleCategoryValueShares% of portfolio
SPDR S&P 500 ETF TRUST (SPY)State StreetPassiveLarge Blend$11.3M15,11627.96%
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Location

Primary office

Bakersfield, CA

Kern

Location

Bakersfield, CA

Headquartered in Bakersfield, CA, in the West of the United States.

Region
West
County
Kern
Address
11601 Bolthouse Dr
Time zone
PT (UTC-8)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth