SourcingSourcing

BOWSIDE CAPITAL, LLC

B59
CRD 170509·SEC 801-126065·CHARLESTON, SC
AUM
$230.2M
$100M-$500M
Est. Revenue
$2.3M
@ 1% on AUM
Est. EBITDA
$690K
@ 30% margin
Est. Deal Value
$5.5M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
BOWSIDE CAPITAL, LLC
CRD
170509
SEC file #
801-126065
EIN
820746070
DBA names
—

Economics

AUM
$230.2M
AUM band
$100M-$500M
AUM trajectory
'23'26
$200.2M → $230.2M▲ +15%
Client mix
Pooled Investment Vehicles3

Operations

Employees (total)
2
Advisory staff (per ADV)
2
Advisory staff (5-yr trend)
'23'26
3 advisors → 2 advisors▼ -33%
Primary office
CHARLESTON SC
Branches
—

Custodian & Brokerage

Primary custodian
E*Tradelow confidence
Services offered
Portfolio mgmt — pooled vehicles
Fee basis
% of AUMPerformance-based fees

Filings

Latest ADV filing
03/10/2026
ADV-W filed at
—
Website
bowsidecapital.com

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
ALBERT, CHRISTIAN, H.M
Top Owner Pct
87.5
Top Owner Entity Kind
I
Owner Count
2
Control Persons
ALBERT, CHRISTIAN, H.M
PAUL, CHRISTOPHER, NMN (NO MIDDLE
Solo Advisor Indicator
No
Succession Risk Solo Owner
Yes
Is Parent Owned Subsidiary
No

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
ok
Rdap Domain
BOWSIDECAPITAL.COM
Rdap Domain Creation Date
2009-04-23T14:20:05Z
Rdap Firm Age Years
17
Rdap Firm Age Band
10-20y
Rdap Registrar
Network Solutions, LLC

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
No

SEC EDGAR

Edgar Cik
0001701804
Edgar Registered
Yes
Edgar Filing Count
2
Edgar First Filing Date
2017-04-07
Edgar Last Filing Date
2018-04-05
Edgar Form D Count
2
Edgar Form D Offerings
2018-04-052018-04-05 · 0001701804-18-000001
2017-04-072017-04-07 · 0001701804-17-000001

Compliance & brand

Firm Registration Status
active

All other collected signals (17)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
0
Bc Firm Active IA Count
0
Bc Firm IAR Count
0
Custodian Candidates
Full
E*trade4
Edgar Addresses
Mailing
211 KING STREET, SUITE 204CHARLESTON, SC 29401
Business
211 KING STREET, SUITE 204CHARLESTON, SC 29401
Edgar EIN
820746070
Edgar Recent Filings
D/A2018-04-05 · 0001701804-18-000001
D2017-04-07 · 0001701804-17-000001
Firm Has Custody
Yes
Mailing Office Differs
No
Rdap Domain Expiration Date
2027-04-23T14:20:05Z
Rdap Domain Last Changed
2022-01-06T16:53:51Z
Rdap Nameservers
Ns75.worldnic.comNs76.worldnic.com
Rdap Secure Dns Enabled
No
Rdap Status
Client Transfer Prohibited
Top Owner CRD
6451080
Trust Company Affiliate
No

People (2)

2
CHRISTIAN H.M ALBERT
Direct Owner · 87.5%
6451080
CHRISTOPHER NMN (NO MIDDLE NAME) PAUL
Executive Officer · 2.5%
6963777