LONGBOW ASSET MANAGEMENT
Adviser information for LONGBOW ASSET MANAGEMENT last updated from Form ADV on March 28th, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.
Advisory Business
| Type of Organization | Corporation |
|---|---|
| Fiscal Year End | DECEMBER |
| Legal Location | Delaware, United States |
Employees
| Total Number of Employees | 2 |
|---|---|
| Investment Advisory/Research | 2 |
| Registered Broker-Dealer Representatives | 0 |
| Registered State Investment Advisers | 2 |
| Licensed Agents of an Insurance Company | 0 |
| No. of Firms/People that Solicit Clients | 0 |
RAUM
| Provides Management of Securities Portfolios | Yes |
|---|
| Type | Accounts | RAUM |
|---|---|---|
| Discretionary | 359 | $111.9M |
| Non-Discretionary | 97 | $8.5M |
| Total | 456 | $120.4M |
Clients
| Type | Number | RAUM |
|---|---|---|
| Individuals | 113 | $52.2M |
| HNW Individuals | 32 | $68.2M |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles | 0 | $0 |
| Pension and profit sharing plans | 0 | $0 |
| Charitable organizations | 0 | $0 |
| State or municipal gov entities | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses | 0 | $0 |
| Other | 0 | $0 |
| Type | Number |
|---|---|
| No. of Non-RAUM Clients | 145 |
| No. of Non-U.S. Clients | 0 |
| No. of Financial Planning Clients | 0 |
Services
| Advisory Services | Portfolio management for individuals and/or small businesses |
|---|---|
| Compensation | % of AUMFixed fees |
Identifiers
| SEC RIA File Number | 801-121112 |
|---|---|
| SEC ERA File Number | 801-121112 |
| SEC CIK Numbers | None |
| SEC CRD Numbers | 126193 |
| Legal Entity Identifier | None |
Principal Office
401 SOUTH BOSTON AVENUESUITE 100
TULSA
OK
United States
Monday - Friday, 9:30 A.M. TO 3:30 P.M.
Tel: 918-295-9929, Fax: 918-295-9928
Chief Compliance Officer
MICHAEL J. DOLLARHIDE
CHIEF EXECUTIVE OFFICER
401 SOUTH BOSTON AVENUE
SUITE 100
TULSA
OK
United States
Tel:
918-295-9929
Fax:
918-295-9928
J*************@********M
(Full email address available in API data)
Industry Affiliates
| None |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|
None
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| DOLLARHIDE, MICHAEL, JACOB | Individual | – | CHIEF EXECUTIVE OFFICER AND CHIEF COMPLIANCE OFFICER | 12/2003 | 25-50% |
| BOTTOMLEY, DWIGHT, THOMAS | Individual | – | CHAIRMAN AND PRESIDENT | 01/2003 | 50-75% |