BOLTHOUSE INVESTMENTS, LLC
Legal name: BOLTHOUSE INVESTMENT MANAGEMENT SERVICES
CRD #148531 SEC #801-73757 BAKERSFIELD, CA 661-326-6357
SEC Registered Private Funds
Total AUM
$544.8M
Discretionary
$496.9M
Employees
9
Clients
0
Accounts
269
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- California
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Apr 24, 2025
- Branch Offices
- 1
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| BIANCHI, JOHNNY, CARLO | I | CHIEF FINANCIAL OFFICER | NA | Control |
| BIANCHI, JOHNNY, CARLO | I | CHIEF FINANCIAL OFFICER | NA | Control |
| BIANCHI, JOHNNY, CARLO | I | CHIEF FINANCIAL OFFICER | NA | Control |
| BIANCHI, JOHNNY, CARLO | I | CHIEF FINANCIAL OFFICER | NA | Control |
| BIANCHI, JOHNNY, CARLO | I | CHIEF FINANCIAL OFFICER | NA | Control |
| Bianchi, John, C | I | CHIEF FINANCIAL OFFICER | NA | Control |
| CAMPBELL, MICHELLE | I | CHIEF COMPLIANCE OFFICER | NA | |
| CAMPBELL, MICHELLE, LESLIE | I | CHIEF COMPLIANCE OFFICER | NA | |
| CAMPBELL, MICHELLE, LESLIE | I | CHIEF COMPLIANCE OFFICER | NA | |
| CAMPBELL, MICHELLE, LESLIE | I | CHIEF COMPLIANCE OFFICER | NA | |
| CAMPBELL, MICHELLE, LESLIE | I | CHIEF COMPLIANCE OFFICER | NA | |
| CAMPBELL, MICHELLE, LESLIE | I | CHIEF COMPLIANCE OFFICER | NA | |
| CAMPBELL, MICHELLE, LESLIE | I | CHIEF COMPLIANCE OFFICER | NA | |
| CAMPBELL, MICHELLE, LESLIE | I | CHIEF COMPLIANCE OFFICER | NA | |
| CAMPBELL, MICHELLE, LESLIE | I | CHIEF COMPLIANCE OFFICER | NA | |
| CAMPBELL, MICHELLE, LESLIE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| CAMPBELL, MICHELLE, LESLIE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| CAMPBELL, MICHELLE, LESLIE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| CAMPBELL, MICHELLE, LESLIE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| CAMPBELL, MICHELLE, LESLIE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| CAMPBELL, MICHELLE, LESLIE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| CAMPBELL, MICHELLE, LESLIE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| CAMPBELL, MICHELLE, LESLIE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| CAMPBELL, MICHELLE, LESLIE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| CAMPBELL, MICHELLE, LESLIE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| CAMPBELL, MICHELLE, LESLIE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| CAMPBELL, MICHELLE, LESLIE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| CAMPBELL, MICHELLE, LESLIE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| CAMPBELL, MICHELLE, LESLIE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| CAMPBELL, MICHELLE, LESLIE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| CAMPBELL, MICHELLE, LESLIE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| CAMPBELL, MICHELLE, LESLIE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| CONNER, BRIAN, STEVEN | I | CHIEF FINANCIAL OFFICER | NA | Control |
| CONNER, BRIAN, STEVEN | I | CHIEF FINANCIAL OFFICER | NA | Control |
| CONNER, BRIAN, STEVEN | I | CHIEF FINANCIAL OFFICER | NA | Control |
| CONNER, BRIAN, STEVEN | I | CHIEF FINANCIAL OFFICER | NA | Control |
| CONNER, BRIAN, STEVEN | I | CHIEF FINANCIAL OFFICER | NA | Control |
| CONNER, BRIAN, STEVEN | I | CHIEF FINANCIAL OFFICER | NA | Control |
| CONNER, BRIAN, STEVEN | I | CHIEF FINANCIAL OFFICER | NA | Control |
| CONNER, BRIAN, STEVEN | I | CHIEF FINANCIAL OFFICER | NA | Control |
| CONNER, BRIAN, STEVEN | I | CHIEF FINANCIAL OFFICER | NA | Control |
| CONNER, BRIAN, STEVEN | I | CHIEF FINANCIAL OFFICER | NA | Control |
| CONNER, BRIAN, STEVEN | I | CHIEF FINANCIAL OFFICER | NA | Control |
| CONNER, BRIAN, STEVEN | I | CHIEF FINANCIAL OFFICER | NA | Control |
| CONNER, BRIAN, STEVEN | I | CHIEF FINANCIAL OFFICER | NA | Control |
| CONNER, BRIAN, STEVEN | I | CHIEF FINANCIAL OFFICER | NA | Control |
| CONNER, BRIAN, STEVEN | I | CHIEF FINANCIAL OFFICER | NA | Control |
| CONNER, BRIAN, STEVEN | I | CHIEF FINANCIAL OFFICER | NA | Control |
| CONNER, BRIAN, STEVEN | I | CHIEF FINANCIAL OFFICER | NA | Control |
| CONNER, BRIAN, STEVEN | I | CHIEF FINANCIAL OFFICER | NA | Control |
| COUPERUS, JANE, ESTHER | I | VICE PRESIDENT OF INVESTMENTS | NA | Control |
| COUPERUS, JANE, ESTHER | I | VICE PRESIDENT OF INVESTMENTS | NA | Control |
| COUPERUS, JANE, ESTHER | I | VICE PRESIDENT OF INVESTMENTS | NA | Control |
| COUPERUS, JANE, ESTHER | I | VICE PRESIDENT OF INVESTMENTS | NA | Control |
| COUPERUS, JANE, ESTHER | I | VICE PRESIDENT OF INVESTMENTS | NA | Control |
| COUPERUS, JANE, ESTHER | I | VICE PRESIDENT OF INVESTMENTS | NA | Control |
| COUPERUS, JANE, ESTHER | I | VICE PRESIDENT OF INVESTMENTS | NA | Control |
| COUPERUS, JANE, ESTHER | I | VICE PRESIDENT OF INVESTMENTS | NA | Control |
| COUPERUS, JANE, ESTHER | I | VICE PRESIDENT OF INVESTMENTS | NA | Control |
| COUPERUS, JANE, ESTHER | I | ASSISTANT VICE PRESIDENT OF INVESTMENTS/CCO | NA | Control |
| Conner, Brian | I | CHIEF FINANCIAL OFFICER | NA | Control |
| FLEEMAN, STEWART, WILLIAM | I | CHIEF FINANCIAL OFFICER | NA | Control |
| FLEEMAN, STEWART, WILLIAM | I | CHIEF FINANCIAL OFFICER | NA | Control |
| FLEEMAN, STEWART, WILLIAM | I | CHIEF FINANCIAL OFFICER | NA | Control |
| FLEEMAN, STEWART, WILLIAM | I | CHIEF FINANCIAL OFFICER | NA | Control |
| FLEEMAN, STEWART, WILLIAM | I | INVESTMENT COMMITTEE MEMBER | NA | Control |
| FLEEMAN, STEWART, WILLIAM | I | INVESTMENT COMMITTEE MEMBER | NA | Control |
| FLEEMAN, STEWART, WILLIAM | I | INVESTMENT COMMITTEE MEMBER | NA | Control |
| FLEEMAN, STEWART, WILLIAM | I | INVESTMENT COMMITTEE MEMBER | NA | Control |
| FLEEMAN, STEWART, WILLIAM | I | INVESTMENT COMMITTEE MEMBER | NA | Control |
| FLEEMAN, STEWART, WILLIAM | I | INVESTMENT COMMITTEE MEMBER | NA | Control |
| GREEN, CHARLES, FREDERIC | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| GREEN, CHARLES, FREDERIC | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| GREEN, CHARLES, FREDERIC | I | INVESTMENT AND COMPLIANCE ADVISOR, AND SECRETARY | NA | Control |
| GREEN, CHARLES, FREDERIC | I | INVESTMENT AND COMPLIANCE OFFICER, AND SECRETARY | NA | Control |
| GREEN, CHARLES, FREDERIC | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| GREEN, CHARLES, FREDERIC | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| GREEN, CHARLES, FREDERIC | I | INVESTMENT AND COMPLIANCE ADVISOR, AND SECRETARY | NA | Control |
| GREEN, CHARLES, FREDERIC | I | INVESTMENT AND COMPLIANCE ADVISOR, AND SECRETARY | NA | Control |
| GREEN, CHARLES, FREDERIC | I | INVESTMENT AND COMPLIANCE ADVISOR AND SECRETARY | NA | Control |
| GREEN, CHARLES, FREDERIC | I | INVESTMENT AND COMPLIANCE ADVISOR, AND SECRETARY | NA | Control |
| GREEN, CHARLES, FREDERIC | I | INVESTMENT AND COMPLIANCE ADVISOR AND SECRETARY | NA | Control |
| GREEN, CHARLES, FREDERIC | I | INVESTMENT AND COMPLIANCE ADVISOR AND SECRETARY | NA | Control |
| GREEN, CHARLES, FREDERIC | I | INVESTMENT AND COMPLIANCE ADVISOR AND SECRETARY | NA | Control |
| HOLAN, SCOTT, ANDREW | I | VICE PRESIDENT OF INVESTMENTS | NA | |
| HOLAN, SCOTT, ANDREW | I | VICE PRESIDENT OF INVESTMENTS | NA | |
| HOLAN, SCOTT, ANDREW | I | VICE PRESIDENT OF INVESTMENTS | NA | |
| HOLAN, SCOTT, ANDREW | I | VICE PRESIDENT OF INVESTMENTS | NA | |
| HOLAN, SCOTT, ANDREW | I | VICE PRESIDENT OF INVESTMENTS | NA | |
| HOLAN, SCOTT, ANDREW | I | VICE PRESIDENT, CHIEF FINANCIAL OFFICER | NA | |
| JANTZ, BRAD, ALAN | I | VICE PRESIDENT OF INVESTMENTS & CHIEF INVESTMENT OFFICER | NA | Control |
| JANTZ, BRAD, ALAN | I | VICE PRESIDENT, CHIEF INVESTMENT OFFICER | NA | Control |
| JANTZ, BRAD, ALAN | I | VICE PRESIDENT, CHIEF INVESTMENT OFFICER | NA | Control |
| JANTZ, BRAD, ALAN | I | VICE PRESIDENT, CHIEF INVESTMENT OFFICER | NA | Control |
| JANTZ, BRAD, ALAN | I | VICE PRESIDENT, CHIEF INVESTMENT OFFICER | NA | Control |
| JANTZ, BRAD, ALAN | I | VICE PRESIDENT, CHIEF INVESTMENT OFFICER | NA | Control |
| JANTZ, BRAD, ALAN | I | VICE PRESIDENT, CHIEF INVESTMENT OFFICER | NA | Control |
| JANTZ, BRAD, ALAN | I | VICE PRESIDENT, CHIEF INVESTMENT OFFICER | NA | Control |
| JANTZ, BRAD, ALAN | I | VICE PRESIDENT, CHIEF INVESTMENT OFFICER | NA | Control |
| JANTZ, BRAD, ALAN | I | VICE PRESIDENT, CHIEF INVESTMENT OFFICER | NA | Control |
| JANTZ, BRAD, ALAN | I | VICE PRESIDENT, CHIEF INVESTMENT OFFICER | NA | Control |
| JANTZ, BRAD, ALAN | I | VICE PRESIDENT, CHIEF INVESTMENT OFFICER | NA | Control |
| LEGGIO, ANTHONY, LEON | I | MANAGER & PRESIDENT | NA | Control |
| LEGGIO, ANTHONY, LEON | I | MANAGER & PRESIDENT | NA | Control |
| LEGGIO, ANTHONY, LEON | I | MANAGER & PRESIDENT | NA | Control |
| LEGGIO, ANTHONY, LEON | I | MANAGER & PRESIDENT | NA | Control |
| LEGGIO, ANTHONY, LEON | I | MANAGER & PRESIDENT | NA | Control |
| LEGGIO, ANTHONY, LEON | I | MANAGER & PRESIDENT | NA | Control |
| LEGGIO, ANTHONY, LEON | I | MANAGER & PRESIDENT | NA | Control |
| LEGGIO, ANTHONY, LEON | I | MANAGER & PRESIDENT | NA | Control |
| LEGGIO, ANTHONY, LEON | I | MANAGER & PRESIDENT | NA | Control |
| LEGGIO, ANTHONY, LEON | I | MANAGER & PRESIDENT | NA | Control |
| LEGGIO, ANTHONY, LEON | I | MANAGER & PRESIDENT | NA | Control |
| LEGGIO, ANTHONY, LEON | I | MANAGER & PRESIDENT | NA | Control |
| LEGGIO, ANTHONY, LEON | I | MANAGER & PRESIDENT | NA | Control |
| WEAVER, DUSTIN, HARTLEY | I | DIRECTOR OF FINANCIAL PLANNING | NA | Control |
| WEAVER, DUSTIN, HARTLEY | I | DIRECTOR OF FINANCIAL PLANNING | NA | Control |
| WEAVER, DUSTIN, HARTLEY | I | DIRECTOR OF FINANCIAL PLANNING | NA | Control |
| WEAVER, DUSTIN, HARTLEY | I | DIRECTOR OF FINANCIAL PLANNING | NA | Control |
| WEAVER, DUSTIN, HARTLEY | I | DIRECTOR OF FINANCIAL PLANNING | NA | Control |
| WEAVER, DUSTIN, HARTLEY | I | DIRECTOR OF FINANCIAL PLANNING | NA | Control |
| BOLTHOUSE PROPERTIES, LLC | DE | SOLE MEMBER | E | Control |
| BOLTHOUSE PROPERTIES, LLC | DE | SOLE MEMBER | E | Control |
| BOLTHOUSE PROPERTIES, LLC | DE | SOLE MEMBER | E | Control |
| BOLTHOUSE PROPERTIES, LLC | DE | SOLE MEMBER | E | Control |
| BOLTHOUSE PROPERTIES, LLC | DE | SOLE MEMBER | E | Control |
| BOLTHOUSE PROPERTIES, LLC | DE | SOLE MEMBER | E | Control |
| BOLTHOUSE PROPERTIES, LLC | DE | SOLE MEMBER | E | Control |
| BOLTHOUSE PROPERTIES, LLC | DE | SOLE MEMBER | E | Control |
| BOLTHOUSE PROPERTIES, LLC | DE | SOLE MEMBER | E | Control |
| BOLTHOUSE PROPERTIES, LLC | DE | SOLE MEMBER | E | Control |
| BOLTHOUSE PROPERTIES, LLC | DE | SOLE MEMBER | E | Control |
| BOLTHOUSE PROPERTIES, LLC | DE | SOLE MEMBER | E | Control |
| BOLTHOUSE PROPERTIES, LLC | DE | SOLE MEMBER | E | Control |
| BOLTHOUSE PROPERTIES, LLC | DE | SOLE MEMBER | E | Control |
| BOLTHOUSE PROPERTIES, LLC | DE | SOLE MEMBER | E | Control |
| BOLTHOUSE PROPERTIES, LLC | DE | SOLE MEMBER | E | Control |
| BOLTHOUSE PROPERTIES, LLC | DE | SOLE MEMBER | E | Control |
| BOLTHOUSE PROPERTIES, LLC | DE | SOLE MEMBER | E | Control |
| BOLTHOUSE PROPERTIES, LLC | DE | SOLE MEMBER | E | Control |
| BOLTHOUSE PROPERTIES, LLC | DE | SOLE MEMBER | E | Control |
| BOLTHOUSE PROPERTIES, LLC | DE | SOLE MEMBER | E | Control |
| BOLTHOUSE PROPERTIES, LLC | DE | SOLE MEMBER | E | Control |
| BOLTHOUSE PROPERTIES, LLC | DE | SOLE MEMBER | E | Control |
| BOLTHOUSE PROPERTIES, LLC | DE | SOLE MEMBER | E | Control |
| BOLTHOUSE PROPERTIES, LLC | DE | SOLE MEMBER | E | Control |
| BOLTHOUSE PROPERTIES, LLC | DE | SOLE MEMBER | E | Control |
| BOLTHOUSE PROPERTIES, LLC | DE | SOLE MEMBER | E | Control |
| BOLTHOUSE PROPERTIES, LLC | DE | SOLE MEMBER | E | Control |
| BOLTHOUSE PROPERTIES, LLC | DE | SOLE MEMBER | E | Control |
| BOLTHOUSE PROPERTIES, LLC | DE | SOLE MEMBER | E | Control |
| BOLTHOUSE PROPERTIES, LLC | DE | SOLE MEMBER | E | Control |
| LEGGIO, ANTHONY, LEON | I | MANAGER & PRESIDENT | A | Control |
| LEGGIO, ANTHONY, LEON | I | MANAGER & PRESIDENT | A | Control |
| LEGGIO, ANTHONY, LEON | I | MANAGER & PRESIDENT | A | Control |
| LEGGIO, ANTHONY, LEON | I | MANAGER & PRESIDENT | A | Control |
| LEGGIO, ANTHONY, LEON | I | MANAGER & PRESIDENT | A | Control |
| LEGGIO, ANTHONY, LEON | I | MANAGER & PRESIDENT | A | Control |
| LEGGIO, ANTHONY, LEON | I | MANAGER & PRESIDENT | A | Control |
| LEGGIO, ANTHONY, LEON | I | MANAGER & PRESIDENT | A | Control |
| LEGGIO, ANTHONY, LEON | I | MANAGER & PRESIDENT | A | Control |
| LEGGIO, ANTHONY, LEON | I | MANAGER & PRESIDENT | A | Control |
| LEGGIO, ANTHONY, LEON | I | MANAGER & PRESIDENT | A | Control |
| LEGGIO, ANTHONY, LEON | I | MANAGER & PRESIDENT | A | Control |
| LEGGIO, ANTHONY, LEON | I | MANAGER & PRESIDENT | A | Control |
| LEGGIO, ANTHONY, LEON | I | MANAGER & PRESIDENT | A | Control |
| LEGGIO, ANTHONY, LEON | I | MANAGER & PRESIDENT | A | Control |
| LEGGIO, ANTHONY, LEON | I | MANAGER & PRESIDENT | A | Control |
| LEGGIO, ANTHONY, LEON | I | MANAGER & PRESIDENT | A | Control |
| LEGGIO, ANTHONY, LEON | I | MANAGER & PRESIDENT | A | Control |
Indirect Owners (Schedule B)
| Name | Type | Entity | Ownership | Control |
|---|---|---|---|---|
| LEGGIO, ANTHONY, LEON | I | BOLTHOUSE PROPERTIES, LLC | F | Control |
| LEGGIO, ANTHONY, LEON | I | BOLTHOUSE PROPERTIES, LLC | F | Control |
| LEGGIO, ANTHONY, LEON | I | BOLTHOUSE PROPERTIES, LLC | F | Control |
| LEGGIO, ANTHONY, LEON | I | BOLTHOUSE PROPERTIES, LLC | F | Control |
| LEGGIO, ANTHONY, LEON | I | BOLTHOUSE PROPERTIES, LLC | F | Control |
| LEGGIO, ANTHONY, LEON | I | BOLTHOUSE PROPERTIES, LLC | F | Control |
| LEGGIO, ANTHONY, LEON | I | BOLTHOUSE PROPERTIES, LLC | F | Control |
| LEGGIO, ANTHONY, LEON | I | BOLTHOUSE PROPERTIES, LLC | F | Control |
| LEGGIO, ANTHONY, LEON | I | BOLTHOUSE PROPERTIES, LLC | F | Control |
| LEGGIO, ANTHONY, LEON | I | BOLTHOUSE PROPERTIES, LLC | F | Control |
| LEGGIO, ANTHONY, LEON | I | BOLTHOUSE PROPERTIES, LLC | F | Control |
| LEGGIO, ANTHONY, LEON | I | BOLTHOUSE PROPERTIES, LLC | F | Control |
| LEGGIO, ANTHONY, LEON | I | BOLTHOUSE PROPERTIES, LLC | F | Control |
| LEGGIO, ANTHONY, LEON | I | BOLTHOUSE PROPERTIES, LLC | F | Control |
| LEGGIO, ANTHONY, LEON | I | BOLTHOUSE PROPERTIES, LLC | F | Control |
| LEGGIO, ANTHONY, LEON | I | BOLTHOUSE PROPERTIES, LLC | F | Control |
| LEGGIO, ANTHONY, LEON | I | BOLTHOUSE PROPERTIES, LLC | F | Control |
| LEGGIO, ANTHONY, LEON | I | BOLTHOUSE PROPERTIES, LLC | F | Control |
| LEGGIO, ANTHONY, LEON | I | BOLTHOUSE PROPERTIES, LLC | F | Control |
| LEGGIO, ANTHONY, LEON | I | BOLTHOUSE PROPERTIES, LLC | F | Control |
| LEGGIO, ANTHONY, LEON | I | BOLTHOUSE PROPERTIES, LLC | F | Control |
| LEGGIO, ANTHONY, LEON | I | BOLTHOUSE PROPERTIES, LLC | F | Control |
| LEGGIO, ANTHONY, LEON | I | BOLTHOUSE PROPERTIES, LLC | F | Control |
| LEGGIO, ANTHONY, LEON | I | BOLTHOUSE PROPERTIES, LLC | F | Control |
| LEGGIO, ANTHONY, LEON | I | BOLTHOUSE PROPERTIES, LLC | F | Control |
| LEGGIO, ANTHONY, LEON | I | BOLTHOUSE PROPERTIES, LLC | F | Control |
| LEGGIO, ANTHONY, LEON | I | BOLTHOUSE PROPERTIES, LLC | F | Control |
| LEGGIO, ANTHONY, LEON | I | BOLTHOUSE PROPERTIES, LLC | F | Control |
| LEGGIO, ANTHONY, LEON | I | BOLTHOUSE PROPERTIES, LLC | F | Control |
Registrations
Federal
IA
Apr 24, 2025 REGISTERED
Notice Filings (2)
CA KS
Address
11601 BOLTHOUSE DRIVESUITE 210
BAKERSFIELD, CA 93311
United States
Phone: 661-326-6357