BOW River Capital

RIASEC RegisteredEst. 2011
Total AUM
$4.2B
Discretionary
$4.2B
100% of AUM
Avg account
$79.2M
Accounts
53
Employees
69
Advisory reps
4

Firm details

Headquarters
Denver, Colorado
CRD number
156765
Registered since
April 27, 2011
Fee structure
Percentage of AUM, Performance Based Fees, Other
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

BOW River Capital is an SEC-registered limited liability company formed in 2011 that operates as a manager of pooled investment vehicles. Filings and firm classifications identify it as a multi-strategy manager with primary activity in private equity, real estate and venture capital fund management. The firm serves institutional clients and functions as sponsor/GP and managing member of pooled funds rather than acting primarily as a capital allocator. Its reported fee model includes asset-based management fees, performance-based (carry-style) fees and other fee arrangements. Regulatory filings also list CPO/CTA activity and portfolio management for pooled investment vehicles among its business activities.

Assets & Accounts

Investments & Alternatives

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
  • Jamison Davis

    Chief Financial OfficerCRD 2644743

  • Blair Richardson

    Blair Richardson

    CEOCRD 375675

Contacts

2 of 2
  • James Kerr

    James Kerr

    General CounselCRD 6244744

  • Jane Ingalls

    Jane Ingalls

    PresidentCRD 1872415

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