BOLTWOOD CAPITAL MANAGEMENT
CRD #110293 SEC #801-27099 WALNUT CREEK, CA 415-433-1550
SEC Registered
Total AUM
$380.6M
Discretionary
$351.7M
Employees
2
Clients
25
Accounts
430
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Apr 2025 | $380.6M | $351.7M | $28.8M | 2 | 0 |
| Jun 2024 | $380.9M | $352.1M | $28.8M | 2 | 0 |
| May 2024 | $380.9M | $352.1M | $28.8M | 2 | 0 |
| Apr 2023 | $319.3M | $292.8M | $26.5M | 2 | 0 |
| May 2022 | $313M | $284.4M | $28.6M | 2 | 0 |
| Jun 2021 | $290M | $265M | $25M | 2 | 0 |
| Jun 2020 | $208.3M | $172.6M | $35.6M | 2 | 0 |
| Apr 2019 | $215.2M | $175.9M | $39.3M | 3 | 0 |
| May 2018 | $217.8M | $186.1M | $31.7M | 3 | 0 |
| Jun 2017 | $207.7M | $186.1M | $21.7M | 3 | 26 |
| Jun 2017 | $207.7M | $186.1M | $21.7M | 3 | 26 |
| Jan 2017 | $182.5M | $162M | $20.4M | 3 | 26 |
| Jun 2016 | $182.5M | $162M | $20.4M | 3 | 26 |
| Jun 2015 | $518.5M | $503.2M | $15.3M | 3 | 26 |
| Mar 2015 | $481.1M | $466.2M | $14.8M | 4 | 26 |
| Jan 2015 | $481.1M | $466.2M | $14.8M | 4 | 26 |
| Jun 2014 | $481.1M | $466.2M | $14.8M | 4 | 26 |
| Jun 2013 | $412.6M | $399.1M | $13.5M | 4 | 26 |
| Mar 2013 | $119M | $105.8M | $13.2M | 5 | 26 |
| Jun 2012 | $119M | $105.8M | $13.2M | 1 | 26 |
| Mar 2012 | $119.7M | $106.7M | $13M | 1 | 26 |
| Jun 2011 | $122.6M | $109.4M | $13.3M | 5 | -- |
| Apr 2010 | $127.1M | $112.2M | $14.9M | 10 | -- |
| Apr 2009 | $121M | $108.1M | $12.9M | 5 | -- |
| May 2004 | $167.4M | $155.5M | $11.9M | 5 | -- |
| Apr 2002 | $191.8M | $178.8M | $13M | 5 | -- |
DateApr 2025
Total AUM$380.6M
Discretionary$351.7M
Non-Disc.$28.8M
Employees2
Clients0
DateJun 2024
Total AUM$380.9M
Discretionary$352.1M
Non-Disc.$28.8M
Employees2
Clients0
DateMay 2024
Total AUM$380.9M
Discretionary$352.1M
Non-Disc.$28.8M
Employees2
Clients0
DateApr 2023
Total AUM$319.3M
Discretionary$292.8M
Non-Disc.$26.5M
Employees2
Clients0
DateMay 2022
Total AUM$313M
Discretionary$284.4M
Non-Disc.$28.6M
Employees2
Clients0
DateJun 2021
Total AUM$290M
Discretionary$265M
Non-Disc.$25M
Employees2
Clients0
DateJun 2020
Total AUM$208.3M
Discretionary$172.6M
Non-Disc.$35.6M
Employees2
Clients0
DateApr 2019
Total AUM$215.2M
Discretionary$175.9M
Non-Disc.$39.3M
Employees3
Clients0
DateMay 2018
Total AUM$217.8M
Discretionary$186.1M
Non-Disc.$31.7M
Employees3
Clients0
DateJun 2017
Total AUM$207.7M
Discretionary$186.1M
Non-Disc.$21.7M
Employees3
Clients26
DateJun 2017
Total AUM$207.7M
Discretionary$186.1M
Non-Disc.$21.7M
Employees3
Clients26
DateJan 2017
Total AUM$182.5M
Discretionary$162M
Non-Disc.$20.4M
Employees3
Clients26
DateJun 2016
Total AUM$182.5M
Discretionary$162M
Non-Disc.$20.4M
Employees3
Clients26
DateJun 2015
Total AUM$518.5M
Discretionary$503.2M
Non-Disc.$15.3M
Employees3
Clients26
DateMar 2015
Total AUM$481.1M
Discretionary$466.2M
Non-Disc.$14.8M
Employees4
Clients26
DateJan 2015
Total AUM$481.1M
Discretionary$466.2M
Non-Disc.$14.8M
Employees4
Clients26
DateJun 2014
Total AUM$481.1M
Discretionary$466.2M
Non-Disc.$14.8M
Employees4
Clients26
DateJun 2013
Total AUM$412.6M
Discretionary$399.1M
Non-Disc.$13.5M
Employees4
Clients26
DateMar 2013
Total AUM$119M
Discretionary$105.8M
Non-Disc.$13.2M
Employees5
Clients26
DateJun 2012
Total AUM$119M
Discretionary$105.8M
Non-Disc.$13.2M
Employees1
Clients26
DateMar 2012
Total AUM$119.7M
Discretionary$106.7M
Non-Disc.$13M
Employees1
Clients26
DateJun 2011
Total AUM$122.6M
Discretionary$109.4M
Non-Disc.$13.3M
Employees5
Clients--
DateApr 2010
Total AUM$127.1M
Discretionary$112.2M
Non-Disc.$14.9M
Employees10
Clients--
DateApr 2009
Total AUM$121M
Discretionary$108.1M
Non-Disc.$12.9M
Employees5
Clients--
DateMay 2004
Total AUM$167.4M
Discretionary$155.5M
Non-Disc.$11.9M
Employees5
Clients--
DateApr 2002
Total AUM$191.8M
Discretionary$178.8M
Non-Disc.$13M
Employees5
Clients--