Bolthouse Investments provides portfolio management for individuals and small businesses, portfolio management for pooled vehicles, portfolio management for institutions, and selecting other managers. The firm advises 2 private funds.
Bolthouse Investments reports 45 clients. They include 38 high-net-worth individuals, 5 individual clients and 2 pooled investment vehicles. Of its assets, 91.0% ($575M across 252 accounts) are managed with discretion; $56.5M across 42 accounts are not.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 11% | <1% |
| High-net-worth individuals | 84% | 39% |
| Pooled investment vehicles | 4% | 35% |
| Pension and profit-sharing plans | Fewer than 5 | 1% |
| Charitable organizations | Fewer than 5 | 9% |
| Other client typesCorporations and other businesses; Other | Not reported | 16% |
Client shares use reported counts. Client types without a reported count are excluded from that total.
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 5 | $867K | 0.1% | $173K |
| High-net-worth individuals | 38 | $247M | 39.2% | $6.5M |
| Pooled investment vehicles | 2 | $221M | 35.0% | $111M |
| Pension and profit-sharing plans | Fewer than 5 | $7.54M | 1.2% | — |
| Charitable organizations | Fewer than 5 | $55.1M | 8.7% | — |
| Corporations and other businesses | Fewer than 5 | $99.2M | 15.7% | — |
| Other | Fewer than 5 | $482K | 0.1% | — |
| Total | 45 | $631M | 100% | — |
- Clients
- 5
- Regulatory AUM
- $867K
- AUM share
- 0.1%
- Avg. per client
- $173K
- Clients
- 38
- Regulatory AUM
- $247M
- AUM share
- 39.2%
- Avg. per client
- $6.5M
- Clients
- 2
- Regulatory AUM
- $221M
- AUM share
- 35.0%
- Avg. per client
- $111M
- Clients
- Fewer than 5
- Regulatory AUM
- $7.54M
- AUM share
- 1.2%
- Avg. per client
- —
- Clients
- Fewer than 5
- Regulatory AUM
- $55.1M
- AUM share
- 8.7%
- Avg. per client
- —
- Clients
- Fewer than 5
- Regulatory AUM
- $99.2M
- AUM share
- 15.7%
- Avg. per client
- —
- Clients
- Fewer than 5
- Regulatory AUM
- $482K
- AUM share
- 0.1%
- Avg. per client
- —
Total
- Clients
- 45
- Regulatory AUM
- $631M
- AUM share
- 100%
- Avg. per client
- —
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 0
- Private funds advised
- 2
- Financial planning clients last fiscal year
- 0
Bolthouse Investments charges 0.35%–0.50% a year for its Investment Management Services. The whole portfolio is charged at the rate of its band. The fee is billed in arrears. The brochure also prices one other service, listed under fee details.
| Asset band | Annual rate |
|---|---|
| $0–$5M | 0.50% |
| $5M–$20M | 0.40% |
| $20M and above | 0.35% |
Fee details and sources
Other fees
- Consulting Services
- Consulting is offered at an hourly rate negotiated at the time, depending on the complexity of the client's circumstances; hourly fees are payable quarterly in arrears.
Bolthouse Properties, LLC owns 75% or more of Bolthouse Investments. The leadership team of Bolthouse Investments includes President Brad Jantz, Chief Financial Officer Brian Conner and Chief Compliance Officer Michelle Campbell. It has 9 employees, 5 of them in advisory roles.
Leadership
- Brad JantzVice President, Chief Investment Officer
- Anthony LeggioManager & President
- Brian ConnerChief Financial Officer
- Michelle CampbellChief Compliance Officer
Investment adviser representatives
3 representatives listed in the SEC register as of 9 October 2026.
- Jose Manuel Escalada
- Brad Alan Jantz
- Lisa Diane Kemph
Staff
- 9 employees
- 5 in advisory functions
- 3 state-registered reps
- Owns 75% or more of Bolthouse Investments, LLC
Bolthouse Properties, LLC
Control person · since March 2008
- Owns 5% to 10% of Bolthouse Investments, LLC
Anthony Leggio
Control person · since March 2008
Bolthouse Investments’ regulatory assets grew from $422M (March 2021) to $631M (April 2026); clients rose from 39 to 45 and employees were 9 in both filings.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | Employees | Offices |
|---|---|---|---|---|
| April 2026 | $631M | 45 | 9 | 2 |
| April 2025 | $545M | 53 | 9 | 2 |
| July 2024 | $423M | 52 | 11 | 2 |
| March 2023 | $353M | 42 | 11 | 1 |
| March 2022 | $432M | 41 | 9 | 1 |
| March 2021 | $422M | 39 | 9 | 1 |
Besides its headquarters, Bolthouse Investments has 1 office (1 private residence, listed without an address), with 1 listed address in California.
California · 1 listed address
- 11601 Bolthouse Drive, Suite 210, BakersfieldHQ
Other business names
Bolthouse Investments has reported 1 other business name to the SEC.
- Bolthouse Investment Management Services
Contact and registration details
- Legal name
- Bolthouse Investments, LLC
- Headquarters
- 11601 Bolthouse Drive, Suite 210, Bakersfield, CA 93311
- Website
- Not reported
- Phone
- 661-326-6357
- SEC file
- 801-73757
- Structure
- California LLC
- Fiscal year end
- December
Bolthouse Investments uses Charles Schwab ($551M) as custodian for its separately managed accounts. Bolthouse Investments has custody of $244M in client assets for 13 clients.
- Charles SchwabCharles Schwab & Co., Inc. · San Francisco, CA · $551M100%
At year end, Bolthouse Investments’ separately managed accounts were largely in funds (31%) and cash (28%). Its reported 13F holdings for the quarter ended 30 June 2026 total $123M across 86 positions; the largest are Trico Bancshares (15.4%), State Str SPDR S&P 500 ETF T (9.1%) and iShares TR (6.7%).
What the accounts hold
- Stocks26%
- Funds31%
- Registered funds26%
- Pooled vehicles5%
- Bonds11%
- U.S. government and agency bonds9%
- Investment grade corporate bonds2%
- Cash28%
- Other4%
- Commercial real estate properties4%
Reported 13F holdings
- $123M
- Reported 13F value
- 86
- Positions
- 56.4%
- In the 10 largest
- +11.6%
- Value vs. prior quarter
- Trico Bancshares15.4%
- State Str SPDR S&P 500 ETF T · TR Unit9.1%
- iShares TR · MSCI Eafe ETF6.7%
- Apple Inc.5.3%
- Primoris Svcs Corp.5.1%
- Broadcom Inc.3.5%
- Microsoft Corp.3.4%
- Alphabet Inc. · Cap Stk CL A3.1%
- iShares TR · MSCI Emg Mkt ETF2.3%
- JPMORGAN Chase & CO2.3%
Together, the ten largest are 56.4% of reported value.
How many clients does Bolthouse Investments have?
Bolthouse Investments has 45 clients and manages $631 million for them, as of April 2026. They include 38 high-net-worth individuals, 5 individual clients and 2 pooled investment vehicles.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 24 April 2026
What services does Bolthouse Investments offer?
Bolthouse Investments provides portfolio management for individuals and small businesses, portfolio management for pooled vehicles, portfolio management for institutions, and selecting other managers.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
How much does Bolthouse Investments charge?
Bolthouse Investments charges 0.35%–0.50% a year for its Investment Management Services. The whole portfolio is charged at the rate of its band. The fee is billed in arrears.
Source: FIRM BROCHURE AND BROCHURE SUPPLEMENT, filed 27 March 2026
Which custodians does Bolthouse Investments use?
Bolthouse Investments’ separately managed account assets are held at Charles Schwab & Co., Inc. (San Francisco, CA), with $551M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 24 April 2026
How many financial advisors does Bolthouse Investments have?
Bolthouse Investments has 3 investment adviser representatives registered with state securities authorities, out of 9 employees, and 5 perform investment advisory functions. None are registered representatives of a broker-dealer or licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does Bolthouse Investments invest in?
At the end of its last fiscal year, Bolthouse Investments’ separately managed accounts held 28% cash and equivalents, 26% exchange-traded equities, 26% registered funds (mutual funds, ETFs, BDCs), 9% U.S. government and agency bonds, 5% pooled vehicles (private funds and similar), 4% other and 2% investment grade corporate bonds. The 4% other category is described as: Commercial Real Estate Properties. It advises 2 private funds.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns Bolthouse Investments?
Bolthouse Investments’ direct owners are Bolthouse Properties, LLC (75% or more) and Anthony Leggio (5% to 10%).
Source: Form ADV Part 1A, Schedules A and B, filed 24 April 2026
How does Bolthouse Investments get paid?
Bolthouse Investments is paid through a percentage of assets under management and hourly charges. Its Form ADV lists no commissions or performance-based fees among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
How do I contact Bolthouse Investments?
Bolthouse Investments’ main office is at 11601 Bolthouse Drive, Suite 210, Bakersfield, CA 93311. Its phone number is 661-326-6357.