BOWIE CAPITAL MANAGEMENT, LLC

RIASEC RegisteredEst. 2014

Total AUM

$2.8B

Discretionary

$2.8B

100% of AUM

Avg account

$156M

Accounts

Employees

Advisory reps

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 a hedge-fund–style RIA that combines traditional discretionary portfolio management for individuals, businesses and pooled vehicles with sponsor/GP roles in private pooled funds. The firm is organized as an LLC and has been SEC-registered since 2014. Its client base spans high-net-worth individuals and families as well as institutional accounts. Compensation includes both asset-based fees and performance-based fees, consistent with an active-manager hedge fund orientation. Bowie’s stated advisory services include financial planning and portfolio management across individual/small business accounts, pooled investment vehicles and institutional/business mandates. The firm does not identify as an active ESG investor.