BOW WAVE CAPITAL MANAGEMENT, LP

RIASEC RegisteredEst. 2020
Total AUM
$1.9B
Discretionary
$1.9B
100% of AUM
Avg account
$189M
Accounts
10
Employees
3
Advisory reps
2

Firm details

Headquarters
New York, New York
CRD number
305782
Registered since
February 28, 2020
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

BOW Wave Capital Management, LP operates as a private equity-focused limited partnership that manages pooled investment vehicles for institutional clients. Registered with the SEC in 2020, the firm serves as sponsor/GP and provides portfolio management for its funds. It combines AUM-based management fees with performance-based compensation, reflecting a traditional private fund economics that aligns manager incentives with investor returns. The firm’s activity centers on fund-level private investments rather than retail advisory relationships. It also carries CPO/CTA registrations and lists commodity-related activity among its business lines, indicating it can run commodity or futures strategies alongside equity and private placements. BOW Wave is not positioned as an ESG-driven manager and does not operate 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

FINTRX

Client base

Client personas

Owners & executives

2 of 2
  • ITAI LEMBERGER

    Co-Founder and CEOCRD 5194450

  • ALEXANDER FAIT

    Chief Compliance Officer And Chief Financial OfficerCRD 8036550

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

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
122 Hudson St
Time zone
ET (UTC-5)
Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth