BOW RIVER ADVISERS, LLC
Firm details
- Headquarters
- DENVER, Colorado
- CRD number
- 325285
- Registered since
- March 17, 2023
- Website
- www.bowrivercapital.com
- Fee structure
- Percentage of AUM
- Client types
- Investment Companies100%
- Services
- Portfolio Management for Investment Companies
Firm profile
FINTRXOverview
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
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
2 of 2BLAIR RICHARDSON
CEOCRD 375675
JAMISON DAVIS
Chief Financial OfficerCRD 2644743
Contacts
3 of 5Jennifer Levesque
Vice President, Intermediary Distribution GroupCRD 5040068
Joseph Stork
Investment AnalystCRD 6862988
JAMES KERR
General CounselCRD 6244744
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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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