BOW Stream Investments LLC

Overview

BOW Stream Investments LLC is a privately held limited liability company that provides portfolio management primarily for individuals, families and small businesses, and also for business or institutional clients. The firm is owned by an individual and serves a concentrated client base of high‑net‑worth individuals and families. Its compensation blends a percentage‑of‑assets model with performance‑based fees. The adviser is registered in California, Montana and Texas. Investment activity skews toward listed equities, and the firm does not identify as an active ESG investor. Advisory services focus on discretionary portfolio management rather than acting as a separate capital allocator or pension consultant.

Assets & Accounts

Public Holdings

Investments & Alternatives