# Certis Capital Management

Certis Capital Management is a Multi Family Office based in Santa Barbara, United States.

## Overview

- **Organization type:** Multi Family Office
- **Headquarters:** Santa Barbara, United States
- **Region:** North America
- **Address:** Santa Barbara, CA, United States
- **Founded:** 2005
- **Assets under management:** 184 (Altss estimate)
- **Website:** certiscapital.com
- **LinkedIn:** https://www.linkedin.com/company/certis-capital-management-inc-

## Regulatory record

- **CRD number:** 144290
- **SEC file number:** 801-135578
- **Registration status:** Registered
- **Latest Form ADV filing:** 2026-03-26T05:00:00.000Z
- **Reports private funds:** No
- **Private funds reported:** 0
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/144290

## About

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.

## Sectors

- Distressed & Turnaround
- Private Equity
- Real Estate
- Venture Capital

## People

- Bolthouse Family — Founder
- Michael V. Lewis — Business Partner
- Susan Budinger — Business Partner

## 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.

### 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.

## Related profiles

- [Vanheel Management](https://altss.com/profile/vanheel-management)
- [SFG Asset Advisors](https://altss.com/profile/sfg-asset-advisors-llc)

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Last updated: 2026-06-03T20:00:00.000Z

Canonical page: https://altss.com/profile/certis-capital-management

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