Bolthouse Investment Management Services

RIASEC Registered
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 LLC is an institutional registered investment adviser that markets itself as a capital allocator to both high-net-worth individuals/families and institutional clients. The firm is SEC registered (initially registered in 2012) and operates under a mixed fee approach that includes percentage-of-AUM billing and hourly charges. Its advisory work spans discretionary portfolio management for individuals and small businesses, management of pooled vehicles, advisory services for institutions and businesses, and the selection of other advisers. The firm does not identify as an active 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