BOW CAPITAL MANAGEMENT, LLC
Adviser information for BOW CAPITAL MANAGEMENT, LLC 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 | Limited Liability Company |
|---|---|
| Fiscal Year End | DECEMBER |
| Legal Location | Delaware, United States |
Employees
| Total Number of Employees | 6 |
|---|---|
| Investment Advisory/Research | 5 |
| Registered Broker-Dealer Representatives | 0 |
| Registered State Investment Advisers | 0 |
| 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 | 4 | $591.4M |
| Non-Discretionary | 0 | $0 |
| Total | 4 | $591.4M |
Clients
| Type | Number | RAUM |
|---|---|---|
| Individuals | 0 | $0 |
| HNW Individuals | 0 | $0 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles | 4 | $591.4M |
| 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 | 0 |
| No. of Non-U.S. Clients | 0 |
| No. of Financial Planning Clients | 0 |
Services
| Advisory Services | Portfolio management for pooled investment vehicles |
|---|---|
| Compensation | % of AUMPerformance-based fees |
Identifiers
| SEC RIA File Number | 801-122956 |
|---|---|
| SEC ERA File Number | 801-122956 |
| SEC CIK Numbers | None |
| SEC CRD Numbers | 285101 |
| Legal Entity Identifier | None |
Principal Office
2440 SAND HILL ROADSUITE 101
MENLO PARK
CA
United States
Monday - Friday, 9AM- 5PM
Tel: 650-352-4877, Fax: None
Chief Compliance Officer
MURRAY RODE
2440 SAND HILL ROAD
SUITE 101
MENLO PARK
CA
United States
Tel:
650-352-4877
M*****@*************M
(Full email address available in API data)
Regulatory Contact
RAFI YOUSEF SYED
PARTNER
2440 SAND HILL ROAD
SUITE 101
MENLO PARK
CA
United States
Tel:
650-352-4877
R***@*************M
(Full email address available in API data)
Industry Affiliates
| BOW CAPITAL GP I, LLC | Sponsor, GP, manager of pooled investment vehicles |
| BOW CAPITAL GP II, LLC | Sponsor, GP, manager of pooled investment vehicles |
| THE NATIONAL SECURITY GROUP, INC. | Insurance company or agency |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|---|---|---|---|
| BOW CAPITAL FUND I, LP | Venture Capital Fund | $342.5M | $1.0M | 2 |
| BOW CAPITAL FUND II, LP | Venture Capital Fund | $46.5M | $1.0M | 10 |
| UCAL BOW SIDECAR FUND, LP | Venture Capital Fund | $20.0M | $1.0M | 10 |
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| RANADIVE, VIVEK, YESHWANT | Individual | – | GENERAL PARTNER | 06/2016 | > 75% |
| RODE, MURRAY, DEAN | Individual | – | CCO | 11/2021 | < 5% |
| LAHANN, GREGORY, PAUL | Individual | – | CFO | 06/2020 | < 5% |