Data / Investment advisers / California / Bolthouse Investment Management Services
Bolthouse Investment Management Services, Bakersfield, CA: $631 million AUM, SEC registered investment adviser
Updated November 7, 2026. Source: the SEC's Form ADV data files for investment advisers.
Bolthouse Investment Management Services is an SEC registered investment adviser with its main office in Bakersfield, California and reports $631 million in regulatory assets under management in its Form ADV filed April 24, 2026. Its clients include high net worth individuals, pooled investment vehicles and corporations and other businesses. It is paid through a percentage of assets under management and hourly charges. It advises 2 private funds.
The request: Watch Bolthouse Investment Management Services (CRD number 148531): each new Form ADV amendment, with AUM, clients and private funds. $10 of work on sign-up, no card.
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- Registration
- SEC registered investment adviser
- CRD number
- 148531
- SEC file number
- 801-73757
- SEC status
- Approved, effective March 30, 2012
- Legal name
- Bolthouse Investments, LLC
- Main office
- 11601 Bolthouse Drive Suite 210, Bakersfield, CA 93311
- Phone
- (661) 326-6357
- Regulatory AUM
- $631,243,365 in the Form ADV filed April 24, 2026
- Discretionary AUM
- $574,714,905
- Non discretionary AUM
- $56,528,460
- Accounts
- 294
- Employees
- 9, of which 5 give investment advice
- Form of organization
- Limited Liability Company
- Paid through
- a percentage of assets under management, hourly charges
- Private funds
- 2: 2 other private funds
- Gross assets of private funds
- $221,007,805
- Other offices
- 1
- Form ADV Item 11 disclosures
- None reported
- Latest Form ADV filing
- April 24, 2026
- SEC record
- Investment Adviser Public Disclosure
Clients
Client types the adviser reports in Form ADV item 5.D, with the AUM it attributes to each.
| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 38 | $247.1 million |
| Pooled investment vehicles | 2 | $221 million |
| Corporations or other businesses | Fewer than 5 | $99.2 million |
| Charitable organizations | Fewer than 5 | $55.1 million |
| Pension and profit sharing plans | Fewer than 5 | $7.5 million |
| Individuals (other than high net worth individuals) | 5 | $866,569 |
AUM in the SEC's monthly files
Each change in the AUM the adviser reported across the monthly SEC files held here, with the first file that shows the new value.
| First in the file of | AUM | Form ADV filed |
|---|---|---|
| April 1, 2026 | $631.2 million | March 27, 2026 |
| December 1, 2025 | $544.8 million | April 24, 2025 |
Other advisers in California
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| Vivo Capital, LLC | Palo Alto | $6.10 billion | 16 | adviserinfo.sec.gov |
| Snyder Capital Management LP | San Francisco | $6.09 billion | 2 | adviserinfo.sec.gov |
| KCM Investment Advisors | Greenbrae | $6.02 billion | Not listed | adviserinfo.sec.gov |
| Capital Research & Consulting LLC | Pasadena | $5.99 billion | Not listed | adviserinfo.sec.gov |
| Parallax Volatility Advisers, L.P. | San Francisco | $5.98 billion | 1 | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in California
- Advisers with $500 million to $1 billion in AUM
- Advisers serving high net worth individuals
- Advisers serving pooled investment vehicles
- Advisers that manage private funds
- Bolthouse Investment Management Services on the SEC's adviser search
Public data published by the US Securities and Exchange Commission (US government work). Advisers report these values themselves in Form ADV, and neither the SEC nor the states approve or guarantee them. AUM is regulatory assets under management as the adviser reported it in Form ADV item 5.F, which can differ from the AUM a firm quotes elsewhere. Exempt reporting advisers do not report AUM. Office address, phone and website are the adviser's main office as filed; a firm that files its main office as a private residence shows no street address or phone. An Item 11 disclosure is a reported event, not a finding about the firm today. Details for each firm are on the SEC's Investment Adviser Public Disclosure site. This page uses SEC data and is not endorsed or certified by the SEC. Free to reuse with credit to SpecStream under CC BY 4.0. Spot a wrong value? Write to [email protected] with the link to this page.