ONE BOW RIVER ADVISERS, LLC.

RIASEC RegisteredEst. 2025
Total AUM
$564M
Discretionary
$564M
100% of AUM
Avg account
$564M
Accounts
1
Employees
32
Advisory reps
5

Firm details

Headquarters
COLORADO SPRINGS, Colorado
CRD number
333311
Registered since
April 7, 2025
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

One Bow River Advisers, LLC is organized as a limited liability company that operates as a private equity fund manager and registered adviser. The firm is SEC-registered (2025) and serves an institutional client base. Its regulatory and operating profile identifies it as a sponsor/GP and as a CPO/CTA that provides portfolio management for pooled investment vehicles rather than acting primarily as a third‑party capital allocator. Compensation is a mix of percentage-of-AUM and performance-based fees, consistent with a private‑fund manager model that can include carried interest or incentive allocations. The firm is not identified as an active ESG investor and is not reported as a multistate adviser.

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
  • JAMISON DAVIS

    Chief Financial OfficerCRD 2644743

  • KEVIN O'NEIL

    Founder & CEOCRD 7938094

Contacts

3 of 3
  • STEVEN JOANIS

    PartnerCRD 7986053

  • JANE INGALLS

    PresidentCRD 1872415

  • JAMES KERR

    General CounselCRD 6244744

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

COLORADO SPRINGS, CO

EL PASO

Location

COLORADO SPRINGS, CO

Headquartered in COLORADO SPRINGS, CO, in the West of the United States.

Region
West
County
EL PASO
Address
422 E Vermijo Ave
Time zone
MT (UTC-7)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth