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Certis Capital Management
Certis Capital Management opened in 2005 as a dedicated office for one California Central Valley family. It later accepted a limited number of additional...
Certis Capital Management
Certis Capital Management opened in 2005 as a dedicated office for one California Central Valley family. It later accepted a limited number of additional families. The original wealth came from the sale of Bolthouse Farms. The firm allocates across public equities, fixed income, private equity, venture capital, distressed debt, real estate, and commodities. It uses fund commitments, direct investments, and co-investments. Geographic exposure includes North America and Asia. Real-asset holdings include Seven Oaks Business Park, Belcourt Village, and Cuyama Valley agricultural land. Team members bring experience in equity management, valuation, venture capital, real estate, insurance, and estate planning. The firm operates from offices in downtown Santa Barbara. It belongs to 1% for the Planet and supports the Bolthouse Foundation and the Rodel Foundations. Certis remains a registered investment adviser that serves three generations of client families through discretionary mandates and succession planning.
General information
Firm type
Multi Family Office
Year founded
2005
Location
Region
North America
Country
United States
City
Santa Barbara
Corporate office
Santa Barbara, CA, United States
Principals
Bolthouse Family
Founder
Michael V. Lewis
Business Partner
Susan Budinger
Business Partner
Sector focus
Frequently asked questions
Who runs investment decisions at Certis Capital Management?
Investment decisions rest with the senior team members who hold decades of experience across equities, fixed income, private equity, and real estate. The firm does not publish a single CIO or lead portfolio manager name.
How does Certis Capital Management source proprietary deal flow?
The firm sources through long-standing relationships with the original Bolthouse family network and through direct real-asset opportunities in California. It also participates in club-style private investments.
Is Certis Capital Management structured as a single family office or does it operate more like a venture firm?
It operates as a multi-family office that began with one family and later added a small number of additional U.S. families. It does not function primarily as a venture firm.
Does Certis Capital Management participate in fund commitments or only direct deals?
The firm uses both fund commitments and direct investments, including real estate and agricultural holdings in California.
Where does the underlying wealth come from?
The founding wealth originated from the sale of Bolthouse Farms, a third-generation family business in California’s Central Valley.
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
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