Bolthouse Investments, Llc
- Regulatory AUM
- $631M
- Discretionary
- $575M
- Clients
- 45
- Avg AUM / client
- $14.0M
- Accounts
- 294
- Employees
- 9
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Apr 24, 2026
Investments (13F portfolio — 70 positions, $110,616,965)
13F period Mar 31, 2026| # | Issuer | Class | Value | Shares | % of 13F | % of AUM |
|---|---|---|---|---|---|---|
| 1 | Trico Bancshares | COM | $16,815,754 | 353,718 | 15.2% | 2.66% |
| 2 | Primoris Svcs Corp | COM | $10,728,000 | 75,000 | 9.7% | 1.7% |
| 3 | State Str Spdr S&P 500 Etf T | TR UNIT | $9,564,552 | 14,707 | 8.65% | 1.52% |
| 4 | Ishares Tr | MSCI EAFE ETF | $7,704,450 | 79,321 | 6.97% | 1.22% |
| 5 | Apple Inc | COM | $5,686,419 | 22,406 | 5.14% | 0.9% |
| 6 | Microsoft Corp | COM | $4,207,188 | 11,365 | 3.8% | 0.67% |
| 7 | Broadcom Inc | COM | $3,553,175 | 11,480 | 3.21% | 0.56% |
| 8 | Alphabet Inc | CAP STK CL A | $3,090,695 | 10,748 | 2.79% | 0.49% |
| 9 | J P Morgan Exchange Traded F | ULTRA SHRT ETF | $2,631,620 | 51,998 | 2.38% | 0.42% |
| 10 | Jpmorgan Chase & Co | COM | $2,589,255 | 8,802 | 2.34% | 0.41% |
| 11 | Ishares Tr | MSCI EMG MKT ETF | $2,402,216 | 42,300 | 2.17% | 0.38% |
| 12 | Visa Inc | COM CL A | $2,202,180 | 7,286 | 1.99% | 0.35% |
| 13 | Nvidia Corporation | COM | $1,987,462 | 11,396 | 1.8% | 0.31% |
| 14 | Ishares Tr | CORE S&P500 ETF | $1,947,873 | 2,982 | 1.76% | 0.31% |
| 15 | First Tr Exchange Traded Fd | SMID RISNG ETF | $1,869,809 | 47,421 | 1.69% | 0.3% |
| 16 | J P Morgan Exchange Traded F | ULTRA SHT MUNCPL | $1,857,966 | 36,445 | 1.68% | 0.29% |
| 17 | Berkshire Hathaway Inc Del | CL B NEW | $1,821,440 | 3,801 | 1.65% | 0.29% |
| 18 | Costco Wholesale Corporation | COM | $1,630,225 | 1,636 | 1.47% | 0.26% |
| 19 | Amazon Com Inc | COM | $1,431,440 | 6,873 | 1.29% | 0.23% |
| 20 | Chevron Corporation | COM | $1,310,832 | 6,336 | 1.19% | 0.21% |
| 21 | Cvb Finl Corp | COM | $1,163,504 | 60,005 | 1.05% | 0.18% |
| 22 | Rtx Corporation | COM | $1,077,153 | 5,584 | 0.97% | 0.17% |
| 23 | Alphabet Inc | CAP STK CL C | $938,032 | 3,270 | 0.85% | 0.15% |
| 24 | Exxon Mobil Corp | COM | $935,861 | 5,516 | 0.85% | 0.15% |
| 25 | Nextera Energy Inc | COM | $891,648 | 9,600 | 0.81% | 0.14% |
Top 25 of 70 positions from the manager's latest Form 13F · source filing (EDGAR) ↗. 13F covers long US-listed positions only. "% of AUM" is share of the firm's total regulatory AUM (Form ADV Item 5.F).
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 5 | $867K | 0.14% |
| High net worth individuals | 38 | $247M | 39.2% |
| Pooled investment vehicles (non-investment companies) | 2 | $221M | 35.0% |
| Pension and profit sharing plans | Fewer than 5 clients | $7.5M | 1.19% |
| Charitable organizations | Fewer than 5 clients | $55.1M | 8.72% |
| Corporations and other businesses | Fewer than 5 clients | $99.2M | 15.7% |
| Other | Fewer than 5 clients | $482K | 0.08% |
Private funds (2)
Reported in Form ADV Section 7.B.(1), filing of Jul 2024 · $236M combined gross assets
| Fund | Type | Domicile | Gross assets | Owners |
|---|---|---|---|---|
| Bolthouse Equity Limited Partnership | Other Private Fund | California | $136M | 32 |
| Bolthouse Fixed Income Limited Partnership | Other Private Fund | California | $99.8M | 35 |
People (6)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Leggio, Anthony, Leon | Manager & President | Mar 2005 (21y) | 5% – 10% | |
| Conner, Brian, Steven | Chief Financial Officer | Sep 2017 (9y) | Less than 5% | |
| Campbell, Michelle, Leslie | Chief Compliance Officer | Nov 2019 (7y) | Less than 5% | |
| Brad Alan Jantz | Vice President, Chief Investment Officer | CFA | Sep 2021 (5y) | Less than 5% |
| Jose Manuel Escalada | Registered representative | CFA | Jan 2020 (7y) | |
| Lisa Diane Kemph | Registered representative | Jun 2025 (1y) |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Bolthouse Properties, Llc | Sole Member | Mar 2008 | A | 75% or more |
Undisclosed: 0% – 20% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Private funds (2, $236M gross assets)
| Fund | Type | Gross assets | Min. investment | Owners |
|---|---|---|---|---|
| Bolthouse Equity Limited Partnership | Other Private Fund | $136M | $1.0K | 32 |
| Bolthouse Fixed Income Limited Partnership | Other Private Fund | $99.8M | $1.0K | 35 |
From Form ADV Section 7.B private fund reporting.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 04/24/2026 | 1.36 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Hourly charges
Services
- • Portfolio management for individuals/small businesses
- • Portfolio management for pooled investment vehicles
- • Portfolio management for businesses/institutional clients
- • Selection of other advisers
- • Other services
Custody
Reported custodians
- Charles Schwab & Co. $551M (87% of AUM) Apr 2026
- Valley Republic Bank $16.3M (4% of AUM) Mar 2018
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Apr 24, 2026.
View current Form ADV (SEC/IAPD) ↗