Bolthouse Investment Management Services

RIASEC Registered

Total AUM

$631M

Discretionary

$575M

91% of AUM

Avg account

$2.1M

Accounts

294

Employees

Advisory reps

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.