Federal Data Hub › SEC Form ADV · JSON · SEC IAPD ↗

BOLTHOUSE INVESTMENTS, LLC

dba BOLTHOUSE INVESTMENT MANAGEMENT SERVICES · CRD 148531 · Registered Investment Adviser

Custody via related personManages private funds

BOLTHOUSE INVESTMENTS, LLC is a Registered Investment Adviser headquartered in BAKERSFIELD, CA. The firm reports $631,243,365 in regulatory assets under management across 294 accounts, and manages 2 private fund(s). It reports no Form ADV Item 11 disciplinary disclosures.

Regulatory assets under management

Discretionary$574,714,905
Non-discretionary$56,528,460
Total RAUM$631,243,365
Accounts294

Disciplinary history (Form ADV Item 11)

This adviser reports no Form ADV Item 11 disciplinary events.

About this data

Form ADV is the uniform registration form every investment adviser files with the U.S. Securities and Exchange Commission (and state regulators). Part 1A captures the firm's identity, assets under management, client base, custody arrangements, and disciplinary disclosures. This page mirrors the SEC's monthly firm-roster export with citations to the Investment Adviser Public Disclosure (IAPD) system, where the full brochure (Part 2) and disciplinary detail are available.

References

  1. U.S. Securities and Exchange Commission. Investment Adviser Public Disclosure — CRD 148531. adviserinfo.sec.gov/firm/summary/148531.
  2. SEC Form ADV firm roster (FOIA monthly export). sec.gov Form ADV data.

License: CC0 1.0 Universal. Corrections: corrections @ ai-analytics.org.