The BOLTHOUSE INVESTMENTS, LLC is a privately held investment adviser that advises $630.76mn in regulatory assets under management held in 1 SEC fund types across 2 investment strategies. BOLTHOUSE INVESTMENTS, LLC is a Hybrid A hybrid fund manager is a manager whose total assets under management are spread across multiple investment vehicle types rather than concentrated in one. Fund Manager. Assets increased by 49.41% over the last 5-years.
The Group has been registered with the SEC for 14.35 years and is comprised of 1 filing and 0 relying advisers. They operate out of 2 office locations with their Headquarters at 11601 BOLTHOUSE DRIVE SUITE 210, BAKERSFIELD, CALIFORNIA. The Group has not been subject to regulatory enforcement actions. They are regulated by 1 US and Non-US bodies.
They have 9 employees comprised of 5 investment and 4 non-investment staff. The total number of Employees remained the same over the last few years.
Their $630.76mn in assets advised are owned by 2 private funds, 0 public funds and BDCs and 0 other accounts. Assets of High Net Worth Individuals clients own $247.14mn or 39.18% of Total Assets and Pooled Investment Vehicles (Not IC or BDC) own $221.01mn or 35.04% of Total Assets.
The Group's top investment strategies include Fund of Funds and FI/Credit - Diverse, representing 57.41% and 42.59% of total assets, respectively.
They advise 3 types of clients, top clients are High Net Worth Individuals and Pooled Investment Vehicles (Not IC or BDC).
The Group uses 0 Fund Administrators, 1 Fund Auditors, 0 Prime Brokers, 2 Custodians and 0 Marketers. It does not report a third-party Fund Administrator in 2 private funds with $221.01mn in assets.
The Group discloses advisory fees and management fees.
BOLTHOUSE INVESTMENTS, LLC names 5 sub-advisers ATLANTA CAPITAL, CANNELL & SPEARS LLC, DOLAN MCENIRY CAPITAL MANAGEMENT LLC, FIERA CAPITAL INC., THE INVESTMENT HOUSE LLC to 2 different funds advised by the group. The Group has been named as the sub-adviser to 0 funds.