BOW River Advisers, LLC

RIASEC RegisteredEst. 2023
Total AUM
$1.2B
Discretionary
$1.2B
100% of AUM
Avg account
$1.2B
Accounts
1
Employees
27
Advisory reps
7

Firm details

Headquarters
Denver, Colorado
CRD number
325285
Registered since
March 17, 2023
Fee structure
Percentage of AUM
Client types
  • Investment Companies100%
Services
Portfolio Management for Investment Companies

Firm profile

FINTRX

Overview

BOW River Advisers, LLC is an SEC-registered institutional RIA that provides portfolio management services to investment companies and operates with CPO/CTA designations. The firm charges fees based on a percentage of assets under management and serves an institutional client base. Regulatory and firm-level descriptors indicate a broad set of industry affiliations — including connections to broker-dealers, trust companies, insurance companies, pension consultants and roles as sponsor, general partner or managing member of pooled investment vehicles — which suggests the firm participates in structuring and operating investment vehicles in addition to advisory activities. The firm is not flagged as an active ESG investor, is not a multi-state adviser, and does not position itself as a capital allocator to third-party managers.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

2 of 2
  • Blair Richardson

    Blair Richardson

    CEOCRD 375675

  • Jamison Davis

    Chief Financial OfficerCRD 2644743

Contacts

3 of 5
  • Jennifer Levesque

    Jennifer Levesque

    Vice President, Intermediary Distribution GroupCRD 5040068

  • Joseph Stork

    Joseph Stork

    DirectorCRD 6862988

  • James Kerr

    James Kerr

    General CounselCRD 6244744

Unlock 2 more contacts

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Denver, CO

Denver

Location

Denver, CO

Headquartered in Denver, CO, anchoring the Denver-Aurora, CO metro in the West.

Metro area
Denver-Aurora, CO
Region
West
County
Denver
Address
205 Detroit St
Time zone
MT (UTC-7)
Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth