BOW RIVER ADVISERS, LLC
CRD #325285 SEC #801-127488 DENVER, CO (303) 861-8466
SEC Registered
Total AUM
$705.7M
Discretionary
$705.7M
Employees
23
Clients
--
Accounts
1
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Delaware
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Mar 29, 2025
- Branch Offices
- 0
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| DAVIS, JAMISON, REID | I | CHIEF FINANCIAL OFFICER | NA | Control |
| DAVIS, JAMISON, REID | I | CHIEF FINANCIAL OFFICER | NA | Control |
| DAVIS, JAMISON, REID | I | CHIEF FINANCIAL OFFICER | NA | Control |
| DAVIS, JAMISON, REID | I | CHIEF FINANCIAL OFFICER | NA | Control |
| DAVIS, JAMISON, REID | I | CHIEF FINANCIAL OFFICER | NA | Control |
| HELD, JEREMY, DAVID | I | MANAGING DIRECTOR | NA | Control |
| HELD, JEREMY, DAVID | I | MANAGING DIRECTOR | NA | Control |
| HELD, JEREMY, DAVID | I | MANAGING DIRECTOR | NA | Control |
| INGALLS, JANE, CLAYTON | I | CHIEF OPERATING OFFICER | NA | Control |
| INGALLS, JANE, CLAYTON | I | CHIEF OPERATING OFFICER | NA | Control |
| INGALLS, JANE, CLAYTON | I | CHIEF OPERATING OFFICER | NA | Control |
| INGALLS, JANE, CLAYTON | I | CHIEF OPERATING OFFICER | NA | Control |
| INGALLS, JANE, CLAYTON | I | CHIEF OPERATING OFFICER, PRESIDENT | NA | Control |
| KERR, JAMES, DANIEL | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| KERR, JAMES, DANIEL | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| KERR, JAMES, DANIEL | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| KERR, JAMES, DANIEL | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| KERR, JAMES, DANIEL | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| RICHARDSON, BLAIR, ELLARD | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| RICHARDSON, BLAIR, ELLARD | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| RICHARDSON, BLAIR, ELLARD | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| RICHARDSON, BLAIR, ELLARD | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| RICHARDSON, BLAIR, ELLARD | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| THACKRAY, RICHARD, GUY | I | PRESIDENT | NA | Control |
| TRIHY, MICHAEL, JAMES | I | DIRECTOR | NA | Control |
| TRIHY, MICHAEL, JAMES | I | DIRECTOR | NA | Control |
| TRIHY, MICHAEL, JAMES | I | DIRECTOR | NA | Control |
| TRIHY, MICHAEL, JAMES | I | DIRECTOR | NA | Control |
| TRIHY, MICHAEL, JAMES | I | DIRECTOR | NA | Control |
| Thackray, Richard, Guy | I | PRESIDENT | NA | Control |
| Thackray, Richard, Guy | I | PRESIDENT | NA | Control |
| BOW RIVER ASSET MANAGEMENT, LLC | DE | MEMBER | E | Control |
| BOW RIVER ASSET MANAGEMENT, LLC | DE | MEMBER | E | Control |
| BOW RIVER ASSET MANAGEMENT, LLC | DE | MEMBER | E | Control |
| BOW RIVER ASSET MANAGEMENT, LLC | DE | MEMBER | D | Control |
| BOW RIVER ASSET MANAGEMENT, LLC | DE | MEMBER | D | Control |
| NEW YORK LIFE INVESTMENT MANAGEMENT HOLDINGS LLC | DE | MANAGING MEMBER | C | |
| NEW YORK LIFE INVESTMENT MANAGEMENT HOLDINGS LLC | DE | MANAGING MEMBER | C | |
| HELD, JEREMY, DAVID | I | MANAGING DIRECTOR | B | Control |
| HELD, JEREMY, DAVID | I | MANAGING DIRECTOR | B | Control |
Indirect Owners (Schedule B)
| Name | Type | Entity | Ownership | Control |
|---|---|---|---|---|
| DZMK ADVISORS, INC. | DE | RICHARDSON 2012 TRUST | F | Control |
| DZMK ADVISORS, INC. | DE | RICHARDSON 2012 TRUST | F | Control |
| DZMK ADVISORS, INC. | DE | RICHARDSON 2012 TRUST | F | Control |
| BOW RIVER ASSET MANAGEMENT CORPORATION II | DE | BOW RIVER ASSET MANAGEMENT, LLC | E | Control |
| BOW RIVER ASSET MANAGEMENT CORPORATION II | DE | BOW RIVER ASSET MANAGEMENT, LLC | E | Control |
| BOW RIVER ASSET MANAGEMENT CORPORATION II | DE | BOW RIVER ASSET MANAGEMENT, LLC | E | Control |
| BOW RIVER ASSET MANAGEMENT CORPORATION II | DE | BOW RIVER ASSET MANAGEMENT, LLC | E | Control |
| NEW YORK LIFE INSURANCE COMPANY | DE | NEW YORK LIFE INVESTMENT MANAGEMENT HOLDINGS LLC | E | Control |
| RICHARDSON 2012 TRUST | DE | BOW RIVER ASSET MANAGEMENT CORPORATION II | C | Control |
| RICHARDSON 2012 TRUST | DE | BOW RIVER ASSET MANAGEMENT CORPORATION II | C | Control |
| RICHARDSON 2012 TRUST | DE | BOW RIVER ASSET MANAGEMENT CORPORATION II | C | Control |
| RICHARDSON 2012 TRUST | DE | BOW RIVER ASSET MANAGEMENT CORPORATION II | C | Control |
| RICHARDSON, BLAIR, ELLARD | I | BOW RIVER ASSET MANAGEMENT CORPORATION II | C | Control |
| RICHARDSON, BLAIR, ELLARD | I | BOW RIVER ASSET MANAGEMENT CORPORATION II | C | Control |
| RICHARDSON, BLAIR, ELLARD | I | BOW RIVER ASSET MANAGEMENT CORPORATION II | C | Control |
| RICHARDSON, BLAIR, ELLARD | I | BOW RIVER ASSET MANAGEMENT CORPORATION II | C | Control |
Registrations
Federal
IA
Mar 29, 2025 REGISTERED
Notice Filings (1)
CO
Address
205 DETROIT STSUITE #800
DENVER, CO 80206
United States
Phone: (303) 861-8466