Bolthouse Investment Management Services
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$631,243,365
Total clients
43
88% high-net worth
Total advisors
3
of 9 employees
Firm size
Team
4-10 advisors or $500M+ in AUM
Average clients per advisor
14
Average account size
$14,680,078
About
Bolthouse Investment Management Services advises individuals (including high-net-worth clients), trusts and estates, retirement-plan participants, pension and profit‑sharing plans, charitable organizations, and institutional clients. The firm provides discretionary and non‑discretionary investment management, financial consulting, bill‑pay services, and acts as investment adviser and general partner to two private pooled investment partnerships available only to accredited investors, together managing roughly $631 million in client assets.
The firm emphasizes diversified, multi‑asset portfolios and typically selects third‑party advisors, mutual funds, and ETFs (using both active and passive strategies) guided by fundamental analysis and a long‑term holding and periodic rebalancing approach. For the proprietary Funds, Bolthouse provides continuous discretionary management and may recommend private placements or IPOs to accredited investors consistent with clients’ objectives and risk tolerances.
Noteworthy differences from many peers include operating as a private fund adviser and serving pooled investment vehicle clients while acting as general partner and custodian of those Funds, with independent annual audits and formal offering documents for investors. The firm also has operational features that are less common for similarly sized teams — an officer’s formal affiliation with a law firm and a regional bank board role, the provision of bill‑pay services, and the use of standing letters of authorization that result in custody considerations.
Client services
Expertise
Occupation focus
Fee options
$0 - $5,000,000: 0.50% per annum $5,000,001 - $20,000,000: 0.40% per annum $20,000,001+: 0.35% per annum
Consulting services at hourly rates negotiated at the time of engagement; rates vary depending on client circumstances.
Account minimum: $500,000 Fee-only: Investment management fees charged as a percentage of assets under management according to tiered schedule; consulting services offered at negotiated hourly rates.
Main office location
Bolthouse Investment Management Services
11601 Bolthouse Drive, Suite 210
Bakersfield CA 93311, United States
Number of offices
2
Most active in
California · Kansas
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Lawyer
They provide legal services, typically billed separately.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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