BOW STREET LLC

RIASEC RegisteredEst. 2017
Total AUM
$885M
Discretionary
$885M
100% of AUM
Avg account
$111M
Accounts
8
Employees
15
Advisory reps
3

Firm details

Headquarters
New York, New York
CRD number
158043
Registered since
August 30, 2017
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 Street LLC is a limited liability company that operates as a manager of pooled investment vehicles, with SEC registration dating to 2017. The firm combines hedge fund and private equity activities under a multi-faceted manager structure and primarily serves institutional clients. Its business model includes acting in commodity pool/CTA capacities and serving as sponsor, general partner, or managing member of pooled funds. The firm’s compensation model blends asset-based fees with performance-based fees and other fee arrangements typical for alternative managers. BOW Street does not present itself as an ESG-focused investor and is organized under domestic ownership with individual and entity ownership components.

Assets & Accounts

Investments & Alternatives

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

1 of 1
  • Daniel Beary

    Chief Financial OfficerCRD 7973855

Contacts

2 of 2
  • AHARON KATZ

    Managing PartnerCRD 5928490

  • HOWARD SHAINKER

    Co-Founder & Managing PartnerCRD 4451391

Wealth teams

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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

New York, NY

NEW YORK

Location

New York, NY

Headquartered in New York, NY, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.

Metro area
New York-Newark, NY-NJ-CT-PA
Region
Northeast
County
NEW YORK
Address
595 Madison Ave
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth