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 investment manager that operates as a limited liability company and describes itself as a multi-strategy fund manager with activity across private equity, venture capital and real estate. The firm focuses on institutional clients and runs pooled investment vehicles; it serves as a sponsor/GP and performs portfolio management for those vehicles. Operationally the firm also engages in CPO/CTA activities. Its fee arrangements include asset-based charges and performance-linked fees among other components. BOW River Capital does not present itself as an active ESG investor and is not characterized as a multi-state adviser.

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

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Client base

Client personas

Owners & executives

2 of 2
  • Blair Richardson

    Blair Richardson

    CEOCRD 375675

  • Jamison Davis

    Chief Financial OfficerCRD 2644743

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

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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
3250 E 2nd Ave
Time zone
MT (UTC-7)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth