Bowie Capital Management, LLC

RIASEC RegisteredEst. 2014

Total AUM

$2.8B

Discretionary

$2.8B

100% of AUM

Avg account

$156M

Accounts

18

Employees

10

Advisory reps

3

Firm details

Headquarters: Richardson, Texas
CRD number: 171023
Registered since: June 19, 2014
Website: www.bowiecapital.com
Custodians: CHARLES SCHWAB & CO., INC., THE BANK OF NEW YORK MELLON, THE NORTHERN TRUST INTERNATIONAL BANKING CORPORATION, J.P. MORGAN SECURITIES INC.
Fee structure: Percentage of AUM, Performance Based Fees
Client types: Pooled Investment Vehicles85.03%
HNWI11.35%
Other3.62%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Bowie Capital Management, LLC is an SEC-registered hedge-fund–style adviser that has been registered since 2014. It manages pooled investment vehicles and provides discretionary portfolio management and financial planning to both high-net-worth individuals/families and institutional clients. The firm operates as a limited liability company and functions as sponsor/GP/managing member for pooled vehicles, charging a mix of percentage-of-AUM and performance-based fees consistent with hedge fund structures. Bowie does not characterize itself as an active ESG investor and is not flagged as a multi-state or newly formed adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives

Read the full firm profile in FINTRX →

Investment profile

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

CRM & tech providers

TAMPs used

Clients

Client base

Client personas

Asset composition

Exchange Traded Equities79%
US Government Bonds13%
Cash & Cash Equivalents7%
Public Funds/Mutual Funds1%

Owners & executives

2 of 2

Cory Whitaker
Founding Partner and Chief Investment OfficerCRD 6341949
Maegan Anders
Chief Financial OfficerCRD 5037091

Contacts

1 of 1

Jared Balbach
Director of Partner RelationsCRD 5383481

Wealth teams

Newly hired reps

Recent M&A activity

Recent filings

Awards

ETF holdings

1 of 3

Active vs passive

$4.3M in ETFs

Passive

100%

$4.3M

Active

0%

$0

ETF	Provider	Style	Category	Value	Shares	% of portfolio
ISHARES CORE US AGGREGATE BOND ETF (AGG)	BlackRock	Passive	Intermediate Core Bond	$1.9M	19,000	44.00%

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Primary office

Richardson, TX

Dallas

Location

Richardson, TX

Headquartered in Richardson, TX, anchoring the Dallas-Fort Worth, TX-OK metro in the South.

Metro area: Dallas-Fort Worth, TX-OK
Region: South
County: Dallas
Address: 740 E Campbell Rd
Time zone: CT (UTC-6)
Office locations

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