BOW STREAM INVESTMENTS LLC

BOW STREAM INVESTMENTS LLC of SOUTHLAKE, TX is an SEC-registered investment adviser (CRD 292230). Regulatory assets under management: $10.4M.

Registration

• CRD: 292230
• Type: Registered investment adviser
• Location: 550 RESERVE STREET, SOUTHLAKE, TX, 76092
• Phone: 646-535-9721
• Latest filing: 2026-03-04
• Regulatory AUM: $10.4M
• Discretionary AUM: $10.4M
• Clients: 1
• Accounts: 12

Business model

Compensation: % of AUM, Performance.

Clients served: High net worth, Pooled vehicles.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 292230 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search