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RIA · CRD 148531SEC-RegisteredPrivate Fund Adviser

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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...

Overview

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

RIA

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

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.

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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