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Bolthouse Equity Limited Partnership

Other Private FundFund ID 805-2758781897California, United States
Gross assets
$126.9M
Min. investment
$10K
Beneficial owners
30
Size rank
Top 39%
Audited
Yes
Structure
Standalone

About this fund

Bolthouse Equity Limited Partnership is a other private fund managed by Bolthouse Investments, LLC. The fund reports $126.9 million in gross assets, placing it among the top 39% of private funds by size. The stated minimum investment is $10,000. Its financial statements are audited annually. Private funds are not required to publicly disclose returns; Form ADV reports assets, structure, and service providers, shown above.

Fund details

Fund ID805-2758781897
Fund typeOther Private Fund — MARKETABLE SECURITIES
3(c)(1) exclusionYes
3(c)(7) exclusionNo
Master fundNo
Feeder fundNo
Fund of fundsNo
Relies on exemption from registrationYes
Annual auditYes
Prepared per GAAPYes
Sub-advisedNo
Sales limited to qualified investorsYes
% of assets independently valued100%

Other funds from this manager

FundTypeGross assets
Bolthouse Fixed Income Limited PartnershipOther Private$94.1M

Frequently asked questions

How large is Bolthouse Equity Limited Partnership?

Bolthouse Equity Limited Partnership reports $126.9 million in gross assets, among the top 39% of private funds by size.

What is the minimum investment for Bolthouse Equity Limited Partnership?

The stated minimum investment is $10,000.

Who manages Bolthouse Equity Limited Partnership?

Bolthouse Equity Limited Partnership is managed by Bolthouse Investments, LLC.

Does Bolthouse Equity Limited Partnership disclose returns?

No. Private funds are not required to publicly disclose performance. Form ADV reports assets, structure, and service providers.

Manager

Service providers

Prime broker
None reported

Reported gross assets

$126.9M▼ 13%
Mar '25 — $145.4MApr '25 — $145.4MMay '25 — $145.4MJun '25 — $145.4MJul '25 — $145.4MAug '25 — $145.4MSep '25 — $145.4MOct '25 — $145.4MNov '25 — $145.4MDec '25 — $145.4MJan '26 — $145.4MFeb '26 — $145.4MMar '26 — $126.9MApr '26 — $126.9MMay '26 — $126.9MJun '26 — $126.9M
Mar '25Form ADV, monthlyJun '26

How this fund compares

Gross assetsTop 39%
Larger than 61% of 67,041 private funds
Gross assets vs Other Private FundsTop 36%
Larger than 64% of 8,892 other private funds
Minimum investmentTop 94%
Higher than 6% of funds reporting a minimum

Investor base

Adviser & related persons%
Funds of funds%
Non-U.S. persons%
Share of the fund's beneficial ownership reported on Form ADV. Categories can overlap.