Bow River Advisers, LLC
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Overview
Bow River Advisers, LLC is a financial advisory company that has its headquarters in Denver, Colorado. It has $325.7 million in assets under management across one customer account, making it a mid-tier investment advisory firm in the United States by assets under management (AUM). The company has a small group, including 5 financial advisors. Bow River Advisers, LLC is not a registered broker-dealer, meaning the firm is not able to buy and sell securities for its own accounts as well as its customers' and instead is required to go through a broker-dealer firm to do so. Securities are exchangable financial assets such as stocks, options and bonds.
Bow River Advisers, LLC administers all of its client assets in a discretionary manner. Discretionary management is a structure in which a portfolio manager makes buy and sell judgments for the client's account without needing the customer's permission. The firm manages about $325.7 million in assets for each customer account. An average advisor at Bow River Advisers, LLC oversees fewer than one client account, placing it among the most individualized advisor firms in the country.
Bow River Advisers, LLC's headquarters is located at 205 Detroit St, Denver, Colorado 80206. Bow River Advisers, LLC is legally registered to provide services to customers in the state of Colorado.
Assets Under Management
Number of Advisors
Disclosures
Office Location
Bow River Advisers, LLC by the Numbers
$325.7 million
17
1
$325.7 million
Fee Structure
Fees for financial advice vary depending on which services are provided. However, fees billed by the firm typically consist of the following fee structure: asset-based. Wrap fee programs, or the practice of bundling services for a single fee, are not offered by the company.
Available
-
Offered by 69% of firms
Percentage of Assets
Unavailable
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Find one of the 21% of firms that offer this fee type
Hourly
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Find one of the 1% of firms that offer this fee type
Commissions
-
Find one of the 26% of firms that offer this fee type
Performance-based
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Find one of the 0% of firms that offer this fee type
Subscription
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Find one of the 32% of firms that offer this fee type
Fixed
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Find one of the 10% of firms that offer this fee type
Other
Types of Clients
The company works with investment companies. Bow River Advisers, LLC's largest client is investment companies. None of its clients are represented by non-U.S. persons.
- High-Net-Worth Individuals* - 0%
- Other Individuals - 0%
- Corporations - 100%
- Charitable Organizations - 0%
* The U.S. Securities and Exchange Commission (SEC) defines a high-net-worth individual as someone who has at least $750,000 under management.
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Disclosures
Bow River Advisers, LLC does not have any disclosures.
Please visit its Form ADV for more details.
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