A complete list of active advisors currently associated with Bow Stream Investments LLC
Warmer can help you find a great advisor at Bow Stream Investments LLC or one who fits your needs even better.
Bow Stream provides discretionary investment management to a small group of clients that includes individuals, high‑net‑worth clients, trusts, charitable organizations, corporations, and managed investment pools. The firm offers portfolio management focused primarily on U.S. common stocks and related advisory services under written investment management agreements and generally bills on an asset‑based basis with quarterly invoicing. The firm’s investment approach emphasizes fundamental and economic analysis with a focus on microcap opportunities (generally companies with market capitalizations under $300 million), concentrated core portfolios (typically ten or fewer positions), and purchases of securities believed to be trading at a discount to fair value. While oriented toward long‑term, concentrated equity holdings, the brochure discloses that the manager may also use options, short positions, futures, and other strategies and may introduce leverage or borrowing as part of separately managed accounts. Distinctive features for a solo independent adviser of this size include its use of performance‑based fee arrangements — including a disclosed 20% performance fee for qualified clients with a high‑water mark and annual calculation — and its provision of portfolio management to institutional or pooled entities in addition to individual clients. The adviser also documents the potential use of borrowing and derivatives in client accounts and the firm’s fee billing practices (including automated custodian billing), which together represent an atypical combination of services and fee structures for a small independent firm.
To learn more about the advisors currently working at Bow Stream Investments LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
Name |
Location |
Years of experience |
|---|---|---|
Southlake, TX
| 8
|
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