Active
BOLTHOUSE INVESTMENT MANAGEMENT SERVICES
Investment Advice|BAKERSFIELD, CA
TransparentReliable DataUniform StandardsStrategic Decision MakingTransactional EfficiencyTransparentReliable DataUniform StandardsStrategic Decision MakingTransactional EfficiencyTransparentReliable DataUniform StandardsStrategic Decision MakingTransactional Efficiency
Assets Under Management
$544.8M
Total AUM
| Category | Value |
|---|---|
| Discretionary | 496.9M |
| Non-Discretionary | 48.0M |
Adviser Information
| Field | Value |
|---|---|
| CRD Number | 148531 |
| SEC Number | 801-73757 |
| Street Address | 11601 BOLTHOUSE DRIVE |
| Street Address 2 | SUITE 210 |
| Location | BAKERSFIELD, CA 93311 |
| Country | United States |
| Phone | 661-326-6357 |
| Fax | 661-326-6358 |
| Total Employees | 9 |
Client Count by Type (53 Total)
| Category | Value |
|---|---|
| High Net Worth Individual… | 38 |
| Individuals (other than H… | 5 |
| Charitable Organizations | 4 |
| Pooled Investment Vehicle… | 2 |
| Corporations/Businesses | 2 |
| Pension/Profit Sharing Pl… | 1 |
| Other | 1 |
Community Partners
CITY OF ARVIN
CITY OF BAKERSFIELD
CITY OF CALIFORNIA CITY
CITY OF DELANO
CITY OF MARICOPA
CITY OF MCFARLAND
CITY OF RIDGECREST
CITY OF SHAFTER
CITY OF TAFT
CITY OF TEHACHAPI
CITY OF TRACY
CITY OF WASCO
COUNTY OF KERN
CITY OF ARVIN
CITY OF BAKERSFIELD
CITY OF CALIFORNIA CITY
CITY OF DELANO
CITY OF MARICOPA
CITY OF MCFARLAND
CITY OF RIDGECREST
CITY OF SHAFTER
CITY OF TAFT
CITY OF TEHACHAPI
CITY OF TRACY
CITY OF WASCO
COUNTY OF KERN
CITY OF ARVIN
CITY OF BAKERSFIELD
CITY OF CALIFORNIA CITY
CITY OF DELANO
CITY OF MARICOPA
CITY OF MCFARLAND
CITY OF RIDGECREST
CITY OF SHAFTER
CITY OF TAFT
CITY OF TEHACHAPI
CITY OF TRACY
CITY OF WASCO
COUNTY OF KERN
Municipal Government
13 Active
13
Organizations
ARVIN COMMUNITY SERVICES DISTRICT
ARVIN EDISON WATER STORAGE DIST
BEAR MT RECREATION AND PARK DIST
BEAR VALLEY COMMUNITY SERVICES DISTRICT
BELRIDGE WATER STORAGE DIST
BERRENDA MESA WATER DISTRICT
BORON COMMUNITY SERVICES DIST
BUENA VISTA WATER STORAGE DIST
BUTTONWILLOW RECREATION AND PARK DISTRICT
BUTTON WILLOW WATER DISTRICT
California Statewide Communities Development Authority CFD No 2015-02
California Statewide Communities Development Authority CFD No 2024-02
California Statewide Communities Development Authority CFD No 2025-14
California Statewide Communities Development Authority CFD No 2025-15
CAWELO GROUNDWATER SUSTAINABILITY AGENCY
CAWELO WATER DIST
DELANO DISTRICT SKILLED NURSING FACILITY
DELANO MOSQUITO ABATEMENT DISTRICT
DESERT LAKE COMMUNITY SERVICE
EASTERN KERN COUNTY RESOURCE CONSERVATION DISTRICT
ARVIN COMMUNITY SERVICES DISTRICT
ARVIN EDISON WATER STORAGE DIST
BEAR MT RECREATION AND PARK DIST
BEAR VALLEY COMMUNITY SERVICES DISTRICT
BELRIDGE WATER STORAGE DIST
BERRENDA MESA WATER DISTRICT
BORON COMMUNITY SERVICES DIST
BUENA VISTA WATER STORAGE DIST
BUTTONWILLOW RECREATION AND PARK DISTRICT
BUTTON WILLOW WATER DISTRICT
California Statewide Communities Development Authority CFD No 2015-02
California Statewide Communities Development Authority CFD No 2024-02
California Statewide Communities Development Authority CFD No 2025-14
California Statewide Communities Development Authority CFD No 2025-15
CAWELO GROUNDWATER SUSTAINABILITY AGENCY
CAWELO WATER DIST
DELANO DISTRICT SKILLED NURSING FACILITY
DELANO MOSQUITO ABATEMENT DISTRICT
DESERT LAKE COMMUNITY SERVICE
EASTERN KERN COUNTY RESOURCE CONSERVATION DISTRICT
ARVIN COMMUNITY SERVICES DISTRICT
ARVIN EDISON WATER STORAGE DIST
BEAR MT RECREATION AND PARK DIST
BEAR VALLEY COMMUNITY SERVICES DISTRICT
BELRIDGE WATER STORAGE DIST
BERRENDA MESA WATER DISTRICT
BORON COMMUNITY SERVICES DIST
BUENA VISTA WATER STORAGE DIST
BUTTONWILLOW RECREATION AND PARK DISTRICT
BUTTON WILLOW WATER DISTRICT
California Statewide Communities Development Authority CFD No 2015-02
California Statewide Communities Development Authority CFD No 2024-02
California Statewide Communities Development Authority CFD No 2025-14
California Statewide Communities Development Authority CFD No 2025-15
CAWELO GROUNDWATER SUSTAINABILITY AGENCY
CAWELO WATER DIST
DELANO DISTRICT SKILLED NURSING FACILITY
DELANO MOSQUITO ABATEMENT DISTRICT
DESERT LAKE COMMUNITY SERVICE
EASTERN KERN COUNTY RESOURCE CONSERVATION DISTRICT
Special District
120 Active
120
Organizations
ARVIN UNION SCH DIST
BAKERSFIELD ELEM SCH DIST
BEARDSLEY ELEM SCH DIST
BLAKE ELEM SCH DIST
BUTTONWILLOW UNION ELEM SCH DT
CALIENTE UNION ELEM SCH DIST
DELANO JT UNION HIGH SCHOOL DIST
DELANO UNION ELEM SCH DIST
DI GIORGIO ELEM SCH DISTRICT
EDISON ELEM SCH DIST
ELK HILLS ELEM SCH DIST
EL TEJON UNIFIED SCH DIST
FAIRFAX ELEM SCH DIST
FRUITVALE ELEM SCH DIST
GEN SHAFTER ELEM SCH DIST
GREENFIELD UNION SCHOOL DISTRICT
KERN CO CHILD DEVELOPEMENT CO
KERN COMMUNITY COLLEGE DISTRICT
KERN HIGH SCHOOL DISTRICT
KERNVILLE UNION ELEM SCH DIST
ARVIN UNION SCH DIST
BAKERSFIELD ELEM SCH DIST
BEARDSLEY ELEM SCH DIST
BLAKE ELEM SCH DIST
BUTTONWILLOW UNION ELEM SCH DT
CALIENTE UNION ELEM SCH DIST
DELANO JT UNION HIGH SCHOOL DIST
DELANO UNION ELEM SCH DIST
DI GIORGIO ELEM SCH DISTRICT
EDISON ELEM SCH DIST
ELK HILLS ELEM SCH DIST
EL TEJON UNIFIED SCH DIST
FAIRFAX ELEM SCH DIST
FRUITVALE ELEM SCH DIST
GEN SHAFTER ELEM SCH DIST
GREENFIELD UNION SCHOOL DISTRICT
KERN CO CHILD DEVELOPEMENT CO
KERN COMMUNITY COLLEGE DISTRICT
KERN HIGH SCHOOL DISTRICT
KERNVILLE UNION ELEM SCH DIST
ARVIN UNION SCH DIST
BAKERSFIELD ELEM SCH DIST
BEARDSLEY ELEM SCH DIST
BLAKE ELEM SCH DIST
BUTTONWILLOW UNION ELEM SCH DT
CALIENTE UNION ELEM SCH DIST
DELANO JT UNION HIGH SCHOOL DIST
DELANO UNION ELEM SCH DIST
DI GIORGIO ELEM SCH DISTRICT
EDISON ELEM SCH DIST
ELK HILLS ELEM SCH DIST
EL TEJON UNIFIED SCH DIST
FAIRFAX ELEM SCH DIST
FRUITVALE ELEM SCH DIST
GEN SHAFTER ELEM SCH DIST
GREENFIELD UNION SCHOOL DISTRICT
KERN CO CHILD DEVELOPEMENT CO
KERN COMMUNITY COLLEGE DISTRICT
KERN HIGH SCHOOL DISTRICT
KERNVILLE UNION ELEM SCH DIST
School District
52 Active
52
Organizations
1965 BAKERSFIELD COLLEGE EUROPEAN TOUR CHOIR ALUMNI ASSOCIATION
1BOSSMAN
2010270 PRISON RESOURCE POSITION
209 TRACY HIGH SCHOOL WRESTLING BOOSTER CLUB
2312 Bakersfield Breakfast Lions
28676587 WONDERFUL ORCHARDS
2T2 MINISTRIES
3C CAPITAL FUND INC
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
57TH BOMB WING ASSOCIATION
5 DOGS CREEK CAS
746 SPORTS FOUNDATION
805 OG ORIGINAL RIDERS OF BAKERSFIELD
830 SQUAD CLUB
AA CENTRAL SERVICE COMMITTEE OF KERN CO INC
1965 BAKERSFIELD COLLEGE EUROPEAN TOUR CHOIR ALUMNI ASSOCIATION
1BOSSMAN
2010270 PRISON RESOURCE POSITION
209 TRACY HIGH SCHOOL WRESTLING BOOSTER CLUB
2312 Bakersfield Breakfast Lions
28676587 WONDERFUL ORCHARDS
2T2 MINISTRIES
3C CAPITAL FUND INC
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
57TH BOMB WING ASSOCIATION
5 DOGS CREEK CAS
746 SPORTS FOUNDATION
805 OG ORIGINAL RIDERS OF BAKERSFIELD
830 SQUAD CLUB
AA CENTRAL SERVICE COMMITTEE OF KERN CO INC
1965 BAKERSFIELD COLLEGE EUROPEAN TOUR CHOIR ALUMNI ASSOCIATION
1BOSSMAN
2010270 PRISON RESOURCE POSITION
209 TRACY HIGH SCHOOL WRESTLING BOOSTER CLUB
2312 Bakersfield Breakfast Lions
28676587 WONDERFUL ORCHARDS
2T2 MINISTRIES
3C CAPITAL FUND INC
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
57TH BOMB WING ASSOCIATION
5 DOGS CREEK CAS
746 SPORTS FOUNDATION
805 OG ORIGINAL RIDERS OF BAKERSFIELD
830 SQUAD CLUB
AA CENTRAL SERVICE COMMITTEE OF KERN CO INC
Nonprofit Organization
3639 Active
3639
Organizations
Community Partners163 organizations
CITY OF ARVIN
Municipal Government·ARVIN
CITY OF MCFARLAND
Municipal Government·MC FARLAND
COUNTY OF KERN
Municipal Government·BAKERSFIELD
ARVIN COMMUNITY SERVICES DISTRICT
Special District·ARVIN
ARVIN EDISON WATER STORAGE DIST
Special District·ARVIN
BEAR MT RECREATION AND PARK DIST
Special District·LAMONT
BEAR VALLEY COMMUNITY SERVICES DISTRICT
Special District·TEHACHAPI
BUTTONWILLOW RECREATION AND PARK DISTRICT
Special District·BUTTONWILLOW
BUTTON WILLOW WATER DISTRICT
Special District·BUTTONWILLOW
CAWELO GROUNDWATER SUSTAINABILITY AGENCY
Special District·BAKERSFIELD
CAWELO WATER DIST
Special District·BAKERSFIELD
DELANO MOSQUITO ABATEMENT DISTRICT
Special District·DELANO
EASTERN KERN COUNTY RESOURCE CONSERVATION DISTRICT
Special District·RIDGECREST
EAST NILES COMMUNITY SERVICES DISTRICT
Special District·BAKERSFIELD
EASTSIDE POWER AUTHORITY
Special District·LINDSAY
ENOS LANE PUBLIC UTILITY DISTRICT
Special District·BAKERSFIELD
FRAZIER PARK PUBLIC UTILITIES DISTRICT
Special District·FRAZIER PARK
FRAZIER PARK PUB UTILITY DIST
Special District·FRAZIER PARK
GBJPA
Special District·BAKERSFIELD
GOLDEN EMPIRE SCHOOLS FINANCING AUTHORITY
Special District·BAKERSFIELD
GOLDEN HILLS COMMUNITY SERVICES DIST
Special District·TEHACHAPI
GREATER BAKERSFIELD SEPARATION OF GRADE DIST
Special District·BAKERSFIELD
GREENFIELD CO WATER DIST
Special District·BAKERSFIELD
HENRY MILLER WATER DISTRICT
Special District·BAKERSFIELD
INDIAN WELLS VALLEY AIRPORT DISTRICT
Special District·INYOKERN
INDIAN WELLS VALLEY GROUNDWATER AUTHORITY
Special District·RIDGECREST
INDIAN WELLS VALLEY WATER DISTRICT
Special District·RIDGECREST
INYOKERN COMMUNITY SERVICES DISTRICT
Special District·INYOKERN
JAMES WATER BANK AUTHORITY
Special District·BUTTONWILLOW
KERN CO CEMETERY DISTRICT 1
Special District·SHAFTER
KERN CO CITRUS PEST CONTROL DIST
Special District·BAKERSFIELD
KERN COUNTY CHILDREN AND FAMILIES COMMISSION
Special District·BAKERSFIELD
KERN DELTA WATER DISTRICT
Special District·BAKERSFIELD
KERN FAN AUTHORITY
Special District·BUTTONWILLOW
KERN CO CHILD DEVELOPEMENT CO
School District·BAKERSFIELD
LOST HILLS UNION ELEM SCH DIST
School District·LOST HILLS
MILLENNIUM CHARTER
School District·TRACY
TRACY LEARNING CENTER
School District·TRACY
1965 BAKERSFIELD COLLEGE EUROPEAN TOUR CHOIR ALUMNI ASSOCIATION
Nonprofit Organization·BAKERSFIELD
1BOSSMAN
Nonprofit Organization·TRACY
2010270 PRISON RESOURCE POSITION
Nonprofit Organization·Bakersfield
209 TRACY HIGH SCHOOL WRESTLING BOOSTER CLUB
Nonprofit Organization·Tracy
2312 Bakersfield Breakfast Lions
Nonprofit Organization·Bakersfield
28676587 WONDERFUL ORCHARDS
Nonprofit Organization·Shafter
2T2 MINISTRIES
Nonprofit Organization·Tehachapi
3C CAPITAL FUND INC
Nonprofit Organization·BAKERSFIELD
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
Nonprofit Organization·Bakersfield
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
Nonprofit Organization·Bakersfield
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
Nonprofit Organization·Bakersfield
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
Nonprofit Organization·Bakersfield
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
Nonprofit Organization·Bakersfield
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
Nonprofit Organization·Bakersfield
57TH BOMB WING ASSOCIATION
Nonprofit Organization·Bakersfield
5 DOGS CREEK CAS
Nonprofit Organization·Bakersfield
746 SPORTS FOUNDATION
Nonprofit Organization·SHAFTER
805 OG ORIGINAL RIDERS OF BAKERSFIELD
Nonprofit Organization·Bakersfield
830 SQUAD CLUB
Nonprofit Organization·Mojave
AA CENTRAL SERVICE COMMITTEE OF KERN CO INC
Nonprofit Organization·BAKERSFIELD
A AND K ANIMAL RESCUE
Nonprofit Organization·Bakersfield
Aaron Foundation
Nonprofit Organization·Bakersfield
A BABY ISNT TRASH FOUNDATION NEWBORN FOR LIFE WITH THE NOMADIC
Nonprofit Organization·Boron
ABORIGINES HELPING OTHERS
Nonprofit Organization·BAKERSFIELD
ABSOLUTELY FOR THE KIDS
Nonprofit Organization·bakersfield
ABUNDANCE OF GRACE CHURCH
Nonprofit Organization·Delano
ABUNDANT HOUSE TRUST PRIVATE FOUNDATION
Nonprofit Organization·BAKERSFIELD
Acacia Masonic Building Association
Nonprofit Organization·Ridgecrest
ACHIEVE EDUCATIONAL ADVOCACY SERVICES
Nonprofit Organization·Tracy
A CHURCH ALIVE MINISTRIES INC
Nonprofit Organization·Tehachapi
ACTION FOR AUSTIN FOUNDATION
Nonprofit Organization·Bakersfield
ACTION IN MUSIC OF KERN COUNTY
Nonprofit Organization·Bakersfield
ACTIVE 20-30 UNITED STATES AND CANADA
Nonprofit Organization·Bakersfield
Active 20-30 United States & Canada 27
Nonprofit Organization·Bakersfield
ACTIVE BAKERSFIELD ALLIANCE
Nonprofit Organization·BAKERSFIELD
A DREAM SHARED INC
Nonprofit Organization·BAKERSFIELD
ADVANCED CENTER FOR EYECARE
Nonprofit Organization·BAKERSFIELD
ADVANCED CENTER FOR EYECARE GLOBAL
Nonprofit Organization·BAKERSFIELD
ADVANCED DISTRIBUTION
Nonprofit Organization·BAKERSFIELD
Adventist Health Medical Ctr Tehachapi
Nonprofit Organization·Tehachapi
ADVOCATES FOR SPECIAL KIDS OF KERN INC
Nonprofit Organization·BAKERSFIELD
AEROSPACE CAREER CATALYST
Nonprofit Organization·Rosamond
AEROSPACE VALLEY FUTURES INC
Nonprofit Organization·Bakersfield
AEROSPACE VALLEY FUTURES, INC
Nonprofit Organization·BAKERSFIELD
AFFORD FOUNDATION
Nonprofit Organization·Bakersfield
AFRICAN AMERICAN NETWORK OF KERN COUNTY INC
Nonprofit Organization·BAKERSFIELD
AFRICAN ASSOCIATION OF KERN COUNTY
Nonprofit Organization·Bakersfield
African Childrens Schools
Nonprofit Organization·Bakersfield
AFRICAN CHRISTIAN FELLOWSHIP SAN JOSE CALIFORNIA
Nonprofit Organization·Tracy
AFROVEGAS DIASPORA INC
Nonprofit Organization·TRACY