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BOW RIVER CAPITAL

DENVER, CO · CRD 156765 · IAPD ↗ · bowriverevergreen.com · 303-861-8466

$4.20BRegulatory AUM
36Advisory reps
69Employees
0Clients
n/aPlanning clients
47Private funds
1States
0Disclosures
fundSegment
ApprovedSEC status

Filing changes

40
July 2026 — BOW RIVER CAPITAL added office(s): 2 -> 3 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
51
July 2026 — BOW RIVER CAPITAL reported RAUM up 33% ($3.15B -> $4.20B).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
55
July 2026 — BOW RIVER CAPITAL now reports custody of client assets ($8.39B).
Firm now reports custody of client assets — surprise exams and controls follow.
ComplianceCustodian
40
April 2026 — BOW RIVER CAPITAL added office(s): 0 -> 2 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
62
April 2025 — BOW RIVER CAPITAL grew from 30 to 37 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
60
April 2024 — BOW RIVER CAPITAL grew from 25 to 30 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.