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BOW RIVER CAPITAL
Legal name: BOW RIVER ASSET MANAGEMENT, LLC
CRD 156765File 801-72339
APPROVED
Custody
Filing as of Aug 28, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$4.20B
Top 25% of cohort (national)
Discretionary AUM
$4.20B
Clients
53
53 accounts
Employees
69
Top 10% of cohort in CO
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- DRO
- Registration date
- Apr 27, 2011
- Principal office
- 3250 E. SECOND AVENUE, SUITE 300, DENVER, CO, 80206
- Phone
- 303-861-8466
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $4.20B
- Discretionary AUM
- $4.20B
- Non-discretionary AUM
- $0
- Discretionary accounts
- 53
- Non-discretionary accounts
- 0
- Total accounts
- 53
- AUM per client
- $79.2M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Pooled investment vehicles | 53 | $4.20B |
Compensation & activities
ADV Items 5E, 5GCompensation
- Other
- Other (described) — FEES FROM PORTFOLIO COMPANIES
- Performance-based fees
- A percentage of assets under your management
Advisory activities
- Portfolio management for pooled investment vehicles
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- Yes
- Firm Custody Clients
- Yes
- Firm Custody Securities
- Yes
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- Yes
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Jul 1, 2026 | Employees | 61 | 69 | increased by8 |
| Jul 1, 2026 | Clients | 43 | 53 | increased by10 |
| Jul 1, 2026 | AUM | $3,151,817,210 | $4,195,104,249 | increased by$1,043,287,039 |
| Jul 1, 2026 | Accounts | 43 | 53 | increased by10 |
| Apr 1, 2026 | Employees | 54 | 61 | increased by7 |
| Apr 1, 2026 | Clients | 37 | 43 | increased by6 |
| Apr 1, 2026 | AUM | $2,740,704,879 | $3,151,817,210 | increased by$411,112,331 |
| Apr 1, 2026 | Accounts | 37 | 43 | increased by6 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 43 | 54 | increased by11 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 34 | 37 | increased by3 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $1,759,695,349 | $2,740,704,879 | increased by$981,009,530 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 34 | 37 | increased by3 |
| Apr 1, 2022 | Employees | 31 | 43 | increased by12 |
| Apr 1, 2022 | Clients | 32 | 34 | increased by2 |
| Apr 1, 2022 | AUM | $898,471,848 | $1,759,695,349 | increased by$861,223,501 |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “BOW RIVER” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“BOW RIVER” may also match similarly-named firms). Confirm identity against each filing.
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.