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 organized as a limited liability company and operates as an institutional registered investment adviser. The firm focuses on managing pooled investment vehicles and performs duties consistent with a CPO/CTA, acting as portfolio manager for funds rather than offering traditional retail advisory services. Its client base is institutional, and its owner structure is listed as a combination of a domestic entity and individual ownership. The firm charges fees both as a percentage of assets under management and through performance-based arrangements, reflecting a manager-of-managers or fund-centric commercial model. Thornburg Bow River Advisers registered with the SEC in 2024 and does not identify as an active ESG investor or a multi-state adviser. It is not classified as a capital allocator and does not appear to function as a pension consultant.

Assets & Accounts

Investments & Alternatives

Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Owners & executives

3 of 4
  • Jamison Davis

    Chief Financial OfficerCRD 2644743

  • Blair Richardson

    Blair Richardson

    CEOCRD 375675

  • Amy Callow

    Amy Callow

    Chief Administrative Officer, Managing DirectorCRD 7347720

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Contacts

3 of 7
  • Jane Ingalls

    Jane Ingalls

    PresidentCRD 1872415

  • Aaron Arnett

    Aaron Arnett

    Managing DirectorCRD 5387801

  • James Kerr

    James Kerr

    General CounselCRD 6244744

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Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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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

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth