Bow River Asset Management Corporation is a large advisory firm based in Denver. It manages $688.52 million of regulatory assets for 19 client accounts. It has been registered with the SEC as an adviser since 2016 and has operated in the jurisdictions of Colorado and Washington.
Bow River Asset Management Corporation provides portfolio management for pooled investment vehicles. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Bow River Asset Management Corporation is $688.52 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 230% since the beginning of its operation, and $5 of the total AUM is attributable to clients outside of the United States.
The advisory firm has several streams of revenue. Clients pay Bow River Asset Management Corporation for their services and products based on a percentage of assets under management and performance-based fees. The adviser charges an additional fee when a set benchmark is outperformed. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The only and largest group of clients of Bow River Asset Management Corporation is pooled investment vehicles with 19 clients and $688.52 million of assets under management. Among the 6 most similar advisory firms, Bow River Asset Management Corporation has the highest percentage of pooled investment vehicles out of all clients.
The amount of regulatory assets under management is $688.52 million for 19 clients. None of the firm’s clients are foreign persons or businesses.
Bow River Asset Management Corporation also advises several private funds. Namely, five real estate funds and fourteen private equity funds. The minimum investment commitment required of non-related persons ranges from $0 to $1,000,000.
The company employs 24 people that are either part- or full-time employees. 83 percent of the employees work as investment advisers or researchers. No employees are registered as investment adviser representatives with the state securities authorities.
There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.
Eric Bendickson Wolf joined the executive team most recently as the Managing Director.
The principal office where Bow River Asset Management Corporation performs its advisory services is located at 205 Detroit Street, Denver, CO 80206, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 303-861-8466 or by fax 303-861-8557. The normal business hours are 8am - 5pm on Monday - Friday. You can find more information about the New York firm at bowrivercapital.com.