BOW River Capital

RIASEC RegisteredEst. 2011
Total AUM
$3.2B
Discretionary
$3.2B
100% of AUM
Avg account
$73.3M
Accounts
43
Employees
61
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 a privately held investment manager organized as a limited liability company and registered with the SEC since 2011. The firm runs pooled investment vehicles for institutional clients, acting primarily as sponsor, general partner and manager rather than as a pure capital allocator. Its mandate centers on private markets: private equity is the dominant strategy, with dedicated real estate programs and supplemental private credit and private placement activity. The firm operates with a fee mix that includes percentage-of-AUM charges and performance-based fees, and it also serves in CPO/CTA roles for certain pooled vehicles. BOW River Capital does not identify as an active ESG investor.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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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

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Recent M&A activity

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Recent filings

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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

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth