SourcingSourcing

ONE BOW RIVER ADVISERS, LLC.

C36
CRD 333311·SEC 801-132352·COLORADO SPRINGS, CO
AUM
$564.4M
$500M-$1B
Est. Revenue
$5.6M
@ 1% on AUM
Est. EBITDA
$1.7M
@ 30% margin
Est. Deal Value
$13.5M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
ONE BOW RIVER ADVISERS, LLC.
CRD
333311
SEC file #
801-132352
EIN
993956758
DBA names
—

Economics

AUM
$564.4M
AUM band
$500M-$1B
AUM trajectory
'25'26
$519.0M → $564.4M▲ +9%
Client mix
Pooled Investment Vehicles1

Operations

Employees (total)
32
Advisory staff (per ADV)
9
Advisory staff (5-yr trend)
'25'26
8 advisors → 9 advisors▲ +13%
Primary office
COLORADO SPRINGS CO
Branches
—

Custodian & Brokerage

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

Filings

Latest ADV filing
03/30/2026
ADV-W filed at
—
Website
onebowriver.com

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
BOW RIVER ASSET MANAGEMENT, LLC.
Top Owner Pct
62.5
Top Owner Entity Kind
DE
Owner Count
7
Control Persons
BOW RIVER ASSET MANAGEMENT, LLC.
THE O'NEIL GROUP COMPANY, LLC.
Solo Advisor Indicator
No
Succession Risk Solo Owner
No
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
ONEBOWRIVER.COM
Rdap Domain Creation Date
2024-04-29T16:10:59Z
Rdap Firm Age Years
2
Rdap Firm Age Band
<5y
Rdap Registrar
GoDaddy.com, LLC

Retirement-plan book (Form 5500) ★

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

Retirement Plan Book
No

SEC EDGAR

Edgar Cik
0002037241
Edgar Registered
Yes
Edgar Filing Count
2
Edgar First Filing Date
2024-09-19
Edgar Last Filing Date
2024-12-18
Edgar Form D Count
2
Edgar Form D Offerings
2024-12-182024-12-18 · 0002037241-24-000002
2024-09-192024-09-19 · 0002037241-24-000001

Compliance & brand

Firm Registration Status
active

All other collected signals (16)

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
422 E. VERMIJO AVE.COLORADO SPRINGS, CO 80903
Business
422 E. VERMIJO AVE.COLORADO SPRINGS, CO 80903
Edgar EIN
993956758
Edgar Recent Filings
D/A2024-12-18 · 0002037241-24-000002
D2024-09-19 · 0002037241-24-000001
Firm Has Custody
Yes
Mailing Office Differs
Yes
Rdap Domain Expiration Date
2034-04-29T16:10:59Z
Rdap Domain Last Changed
2024-05-08T21:02:33Z
Rdap Nameservers
Ns21.domaincontrol.comNs22.domaincontrol.com
Rdap Secure Dns Enabled
No
Rdap Status
Client Delete ProhibitedClient Renew ProhibitedClient Transfer ProhibitedClient Update Prohibited
Trust Company Affiliate
Yes

People (5)

5
DAVIS, JAMISON, REID
Executive Officer · 2.5%
2644743
INGALLS, JANE, CLAYTON
Executive Officer · 2.5%
1872415
JOANIS, STEVEN, TYLER
Executive Officer · 2.5%
7986053
KERR, JAMES, DANIEL
Executive Officer · 2.5%
6244744
O'NEIL, KEVIN, WAYNE
Executive Officer · 2.5%
7938094