Bolthouse Investments, LLC
● SEC registered since 2012CRD 148531SEC# 801-73757Bakersfield, CA
Ranks #3,582 of 6,030 private fund managers by regulatory AUM.
Reg. AUM
$631.2M
Fund GAV
$221M
Private funds
2
Employees
9
Accounts
294
Location
Bakersfield, CA
Bolthouse Investments, LLC assets under management
Bolthouse Investments, LLC is a registered investment adviser overseen by the SEC based in Bakersfield, CA. The firm has been registered since 2012. It reports $631.2 million in regulatory assets under management and employs 9 people. Bolthouse Investments, LLC manages 2 private funds with combined gross assets of $221 million, including Bolthouse Equity Limited Partnership. By regulatory assets, it ranks 3,582 of 6,030 private fund managers.
Bolthouse Investments, LLC private funds
2 funds · $221M GAV| Fund | Type | Gross assets | Min. |
|---|---|---|---|
| Bolthouse Equity Limited Partnership | Other Private | $126.9M | $10K |
| Bolthouse Fixed Income Limited Partnership | Other Private | $94.1M | $10K |
Bolthouse Investments, LLC owners & executives
6 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Anthony Leon Leggio Control | Manager & President | 5-10% | 2008 |
| Bolthouse Properties, LLC Control | Sole Member | Over 75% | 2008 |
| Brad Alan Jantz Control | Vice President, Chief Investment Officer | Under 5% | 2021 |
| Brian Steven Conner Control | Chief Financial Officer | Under 5% | 2017 |
| Michelle Leslie Campbell Control | Chief Compliance Officer | Under 5% | 2019 |
| Anthony Leon Leggio Control | Elected Manager | — | 2005 |
Frequently asked questions
How much does Bolthouse Investments, LLC manage?
Bolthouse Investments, LLC reports $631.2 million in regulatory assets under management on its Form ADV.
How many private funds does Bolthouse Investments, LLC manage?
Bolthouse Investments, LLC manages 2 private funds with combined gross assets of $221 million.
How many employees does Bolthouse Investments, LLC have?
Bolthouse Investments, LLC reports 9 employees.
Where is Bolthouse Investments, LLC located?
Bolthouse Investments, LLC is based in Bakersfield, CA and has been SEC-registered since 2012.
Does Bolthouse Investments, LLC disclose fund performance?
Bolthouse Investments, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 11601 Bolthouse Drive, Suite 210, Bakersfield, CA 93311 |
| Phone | 661-326-6357 |
| Fax | 661-326-6358 |
| Office hours | 8:00 - 5:00 |
| SEC region | Los Angeles Regional Office (LARO) |
| CIK | 1567013 |
| Discloses disciplinary history | No |
Regulatory AUM
$631.2M▲ 16%
Mar '25Form ADV, monthlyJul '26
How this firm compares
Regulatory AUMTop 42%
Larger than 58% of 16,306 advisers
AUM vs fund managersTop 59%
Larger than 41% of 6,030 private-fund managers
Number of fundsTop 63%
More funds than 37% of fund managers
EmployeesTop 43%
More than 57% of 16,824 advisers
Assets under management
$631.2Mregulatory AUM
Discretionary $574.7MNon-discretionary $56.5M
Service providers
Auditor
Custodian