One Bow River Advisers, LLC

RIASEC RegisteredEst. 2025
Total AUM
$526M
Discretionary
$526M
100% of AUM
Avg account
$526M
Accounts
1
Employees
34
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 a limited liability company that operates as a private equity fund manager for institutional clients. The firm provides portfolio management for pooled investment vehicles and also serves in sponsor/GP and managing-member capacities. Its stated business activities include functioning as a CPO/CTA, and its compensation model combines a percentage-of-assets fee with performance-based fees. The adviser is SEC-registered (registration year 2025) and does not present itself as an ESG-focused manager.

Assets & Accounts

Investments & Alternatives

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

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

    Jane Ingalls

    PresidentCRD 1872415

  • James Kerr

    James Kerr

    General CounselCRD 6244744

Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

FINTRX

Awards

FINTRX

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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