BOW RIVER ADVISERS, LLC

RIASEC RegisteredEst. 2023
Total AUM
$1.2B
Discretionary
$1.2B
100% of AUM
Avg account
$1.2B
Accounts
1
Employees
27
Advisory reps
7

Firm details

Headquarters
DENVER, Colorado
CRD number
325285
Registered since
March 17, 2023
Fee structure
Percentage of AUM
Client types
  • Investment Companies100%
Services
Portfolio Management for Investment Companies

Firm profile

FINTRX

Overview

BOW River Advisers, LLC operates as an institutional-focused advisor that combines commodity trading and investment-company portfolio management. The firm is set up to serve institutional mandates and appears to concentrate on managed-futures and pooled-vehicle strategies rather than retail wealth management. Its regulatory profile and business activities indicate it acts as a commodity pool operator/commodity trading advisor while also providing portfolio management services to registered investment companies. The firm charges fees on a percentage-of-assets basis and manages assets on a discretionary basis, which aligns with centralized portfolio control and active trading. It is not positioned as a multi-state or ESG-focused allocator and does not identify itself primarily as a capital allocator — instead it builds and runs strategies directly. Industry affiliations across broker-dealers, trust companies, insurance companies and sponsor roles suggest it can both operate and distribute structured or pooled products.

Assets & Accounts

Investments & Alternatives

Location & Offices

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

2 of 2
  • BLAIR RICHARDSON

    CEOCRD 375675

  • JAMISON DAVIS

    Chief Financial OfficerCRD 2644743

Contacts

3 of 5
  • Jennifer Levesque

    Vice President, Intermediary Distribution GroupCRD 5040068

  • Joseph Stork

    Investment AnalystCRD 6862988

  • JAMES KERR

    General CounselCRD 6244744

Unlock 2 more contacts

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