LONGBOW ASSET MANAGEMENT

Overview

Longbow Asset Management is a small, equity-focused registered investment adviser that provides portfolio management to individuals, families and small businesses. The firm operates as a corporation, is owned by an individual, and registered with the SEC in 2021. Its stated advisory activity is portfolio management for individuals and small businesses; compensation comes through a mix of percentage-of-AUM fees and fixed fees. Longbow does not present itself as an ESG investor and is not structured as a multi-state adviser. The firm's investment posture is tilted toward liquid, listed securities — a preference for exchange-traded equities drives portfolio construction and manager allocation decisions more than private or illiquid strategies.

Assets & Accounts

Public Holdings

Location & Offices