Managing Director · BOW River Advisers, LLC
Jeremy D. Held
CRD 2833144 · Named on Form ADV at one SEC-registered adviser
At a glance
BOW River Advisers, LLC, an SEC-registered asset manager based in Denver, CO with $1.2 billion in regulatory assets, lists Jeremy D. Held on its Form ADV as Managing Director, a control person.
Firms and roles
- BOW River Advisers, LLCManaging DirectorAsset manager · Denver, CO · $1.2B in regulatory assets
AtlasMembers
Jeremy’s stakes and control
What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.
- Ownership stake at the firm
- Locked
- Control-person status
- 1 firmLocked
- When each role began
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- Each firm’s assets and growth
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Colleagues named on the same filings (6)
- Blair E. RichardsonChief Executive Officer, BOW River Advisers, LLC
- Jamison R DavisChief Financial Officer, BOW River Advisers, LLC
- James D. KerrChief Compliance Officer, BOW River Advisers, LLC
- Jane C. IngallsChief Operating Officer, President, BOW River Advisers, LLC
- Joseph D. StorkDirector, BOW River Advisers, LLC
1 more person named with Jeremy on the same filings, with titles and firms. Free in Atlas with a free account.
See all 6 freeSomething wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Jeremy’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.