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Bolthouse Investment Management Services

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

Portfolio management Selection of other advisers Consulting and bill pay services

Expertise

Private / alternative investments Real estate investing Options & derivatives strategies Concentrated stock management Active portfolio management

Occupation focus

Founder/Business Owner

Fee options

Percentage

$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

Project-based

Consulting services at hourly rates negotiated at the time of engagement; rates vary depending on client circumstances.

Other

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

Quick links

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