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

Read the full firm profile in FINTRX →

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
  • Jose Escalada

    Jose Escalada

    Senior Investment AnalystCRD 7177033

  • Anthony Leggio

    Anthony Leggio

    PresidentCRD 6028113

  • Michelle Campbell

    Michelle Campbell

    Director of Operations & Client ServicesCRD 6313718

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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, anchoring the Bakersfield-Delano, CA metro in the West.

Metro area
Bakersfield-Delano, CA
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