BOWSIDE CAPITAL, LLC

RIASEC RegisteredEst. 2022
Total AUM
$230M
Discretionary
$230M
100% of AUM
Avg account
$76.7M
Accounts
3
Employees
2
Advisory reps
2

Firm details

Headquarters
CHARLESTON, South Carolina
CRD number
170509
Registered since
July 8, 2022
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Bowside Capital, LLC is an SEC-registered adviser formed to manage pooled private funds on behalf of institutional investors. The firm is structured as a limited liability company and is classified as a private equity fund manager; it registers with the SEC (2022) and operates as an owner-managed business. Bowside’s advisory mandate centers on running pooled investment vehicles where it frequently serves as sponsor, general partner and managing member, which indicates the firm both sources transactions and constructs fund-level vehicles to hold those investments. The firm targets institutional capital and structures its economics around a combination of asset-based fees and performance-based compensation. Bowside is not positioned as an active ESG investor, and it does not identify as a multi-state adviser or pension consultant. Its stated advisory activity is portfolio management for pooled investment vehicles rather than separate account management.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

1 of 1
  • Christopher Paul

    CFO, PartnerCRD 6963777

Contacts

1 of 1
  • CHRISTIAN ALBERT

    Managing PartnerCRD 6451080

Wealth teams

FINTRX

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

CHARLESTON, SC

CHARLESTON

Location

CHARLESTON, SC

Headquartered in CHARLESTON, SC, in the South of the United States.

Region
South
County
CHARLESTON
Address
211 King St
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth