BOW STREAM INVESTMENTS LLC

Overview

BOW Stream Investments LLC is a small, equity-focused RIA that manages concentrated portfolios for a handful of individual and family clients. The firm runs discretionary accounts through separately managed structures, favoring exchange-traded equities as the core holding type. Its advisory services cover portfolio management for individuals, small businesses and institutions, and the firm’s fee model includes both a percentage of assets under management and performance-based fees, which aligns incentives for active return generation and allows for alternative manager allocations. Trading and custody are run through an execution-friendly platform, which supports a mix of ETF and individual-stock activity and suggests an approach that can accommodate both buy-and-hold core positions and tactical, trade-driven exposure when warranted. The firm does not present as an ESG-focused or multi-state adviser and does not act as a pension consultant.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices