THORNBURG BOW RIVER ADVISERS, LLC.

RIASEC RegisteredEst. 2024
Total AUM
$224M
Discretionary
$224M
100% of AUM
Avg account
$56M
Accounts
4
Employees
29
Advisory reps
11

Firm details

Headquarters
DENVER, Colorado
CRD number
332879
Registered since
September 13, 2024
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Thornburg Bow River Advisers, LLC is an SEC-registered limited liability company that provides portfolio management for pooled investment vehicles and operates with a business profile that includes commodity pool operator/commodity trading advisor (CPO/CTA) activities. The firm targets institutional clients and charges both a percentage-of-assets fee and performance-based fees. It is owned by a combination of a domestic entity and an individual, maintains registrations and affiliations consistent with operating as an adviser and product sponsor, and is not positioned as an active ESG investor.

Assets & Accounts

Investments & Alternatives

Private Funds

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

3 of 4
  • JAMISON DAVIS

    Chief Financial OfficerCRD 2644743

  • BLAIR RICHARDSON

    CEOCRD 375675

  • AMY CALLOW

    Chief Administrative Officer, Managing DirectorCRD 7347720

Unlock 1 more executives

Contacts

3 of 7
  • JANE INGALLS

    PresidentCRD 1872415

  • AARON ARNETT

    Managing DirectorCRD 5387801

  • JAMES KERR

    General CounselCRD 6244744

Unlock 4 more contacts

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

DENVER, CO

DENVER

Location

DENVER, CO

Headquartered in DENVER, CO, anchoring the Denver-Aurora, CO metro in the West.

Metro area
Denver-Aurora, CO
Region
West
County
DENVER
Address
205 Detroit St
Time zone
MT (UTC-7)
Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth