Single Family OfficeRIA · CRD 148531SEC-RegisteredPrivate Fund Adviser

Updated:

Bolthouse Investment Management Services

BOLTHOUSE INVESTMENT MANAGEMENT SERVICES is an SEC-registered investment adviser in BAKERSFIELD, CA, registered since 2012. The firm manages $631 million in...

Bolthouse Investment Management Services

BOLTHOUSE INVESTMENT MANAGEMENT SERVICES is an SEC-registered investment adviser in BAKERSFIELD, CA, registered since 2012. The firm manages $631 million in assets, with $575 million on a discretionary basis. It has 9 employees and 5 investment advisers.

General information

Firm type

Single Family Office

Location

Region

North America

Country

United States

City

Bakersfield

Corporate office

Bakersfield, CA, United States

Principals

William Bolthouse

Founder

Sector focus

Real EstateInfrastructureAgriculturePrivate Credit

Frequently asked questions

Who runs investment decisions at Bolthouse Investment Management Services?

William Bolthouse, the founder and principal, oversees investment decisions. The firm does not publicly list a CIO or other senior investment professionals. The small team structure indicates centralized decision-making (per public record).

How does Bolthouse Investment Management Services source proprietary deal flow?

The firm leverages relationships built through decades of Bolthouse Farms' agricultural operations. This network provides access to land, water rights, and agribusiness opportunities not widely marketed. The office does not publicly describe formal sourcing channels.

Is Bolthouse Investment Management Services structured as a single family office or does it operate more like a venture firm?

It operates as a single family office. The firm does not market to external investors or manage third-party capital. It focuses on direct investments in real assets and credit that align with the family's agricultural heritage.

What investment stages does Bolthouse Investment Management Services typically target?

The firm targets direct investments in real estate, infrastructure, and private credit — typically mature assets rather than venture-stage opportunities. It has been involved in water infrastructure projects (per local press, 2019). Stage preference leans toward income-generating or value-add assets.

Does Bolthouse Investment Management Services maintain philanthropic structures, and how are they separated?

Yes, the Bolthouse Foundation is a separate charitable entity, established for grantmaking. The foundation is operationally distinct from the investment office, though the family's philanthropic priorities may influence capital deployment indirectly.

Where does the underlying wealth come from?

The wealth originates from the Bolthouse family's ownership and 2005 sale of Bolthouse Farms, a major carrot producer and brand that grew into a national grocery staple. The sale provided the capital base for the family office (per public record).

Does Bolthouse Investment Management Services participate in fund commitments or only direct deals?

The firm primarily engages in direct investments in real assets and credit. There is no public evidence of fund commitments. The office's direct approach aligns with its domain expertise in agribusiness and land-based assets.

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