DFX Intelligence
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SEC-registered adviser
B•••• C•••••• M••••••••• L••
Latest filing Apr 29, 2026
First filing on the tape Jun 6, 2014 · 31 filings
SEC status approved since Jun 19, 2014
RAUM
$2.8B
reported, Item 5.F
Discretionary
100%
of RAUM
Private clients
11%
$319M individuals and HNW
Advisors
2
registered through the firm on IAPD
RAUM per advisor
$1.4B
derived; firm RAUM over IAPD count
Employees
10
4 advisory (5.B.1)
Offices
0
beyond the principal office
Private funds
2
reported on Schedule D
History
31 filings and snapshots on the tape
RAUM$2.8B as of Apr 29, 2026
Apr 1, 2015$171M then
HNW client RAUM$319M as of Apr 29, 2026
Mar 29, 2018$92.9M then
State-registered IARs (5.B.3)2 as of Apr 29, 2026
Apr 1, 20151 then
Employees (5.A)10 as of Apr 29, 2026
Apr 1, 20154 then
Private funds2 as of Apr 29, 2026
Apr 1, 20151 then
RAUM +27% over the last fiscal year+52% a year over threeIARs 2 to 2
Practice profile
derived from the filing of Apr 29, 2026; every figure names its basis
- RAUM per advisor
- $1.4BderivedRAUM over IAPD advisors; not a book size
- Clients per advisor
- unknownderivedindividual and HNW clients (5.D) over advisors
- Average HNW client
- $45.5MderivedHNW RAUM over HNW clients
- Average account
- $156MderivedRAUM over accounts (5.F.2.f)
- Discretionary
- 100%derivedof RAUM
- Institutional
- 0.0%derivedpensions, charities, corporations, government, insurance, banks, other advisers
- Employees per advisor
- 5.0derivedItem 5.A over advisors
- Advisors per office
- 2.0derived1 offices incl. principal (1.F.5)
- RAUM growth, one year
- +27%derivedbetween the last two annual amendments
- Advisor growth, one year
- +0.0%derivedItem 5.B.3 between annual amendments
- Client growth, one year
- unknownderived
- Compensation
- percentage of assets, performance-basedreportedItem 5.E
- Advisory activities
- financial planning, portfolio management for individuals, portfolio management for businesses and institutions, portfolio management for pooled vehiclesreportedItem 5.G
- Ownership
- no PE, bank or public-company owner found on Schedule Aderived
- Advisor book size
- not public; not estimatedreported
Also answered yes on Form ADV
- buys or sells securities as principal to or from clients (8.A.2)
- has discretionary authority over which securities are bought or sold (8.C.1)
- receives research or other products from a broker-dealer, soft dollars (8.E)
- compensates persons for client referrals (8.G.1)
- compensates non-employees for client referrals (8.G.2)
- a related person has custody of client cash (9.B.1.a)
- a related person has custody of client securities (9.B.1.b)
Where the RAUM sits
Form ADV Item 5.D, latest filing
- Pooled investment vehicles$2.4B88%
- High-net-worth individuals$319M12%
- Individual clients
- n/areported
- HNW clients
- 7reported
- Pension plan clients
- n/areported
- Charitable clients
- n/areported
- Accounts
- 18reported
- Financial planning clients
- 1-10reported
- Wrap fee programs
- noreported
- Custody of client assets
- noreported
- Compensation
- % of AUM, performancereported
- Class basis
- private_client_share=0.11 fund_share=0.85 institutional_share=0.0 related_bd=false related_bank=false bd_reps=0.0derived
Advisors registered through the firm
2 on IAPD today, longest tenure first
| Name | Branch | Here since | In industry | Prior firms |
|---|---|---|---|---|
| C••• L••• W•••••••Chartered Financial Analyst | Richardson, Tx | May 29, 2015 | 12 y | 0 |
| J•••• C••• E••••• B•••••• | Richardson, Tx | Aug 20, 2020 | 16 y | 0 |
Advisor movement
0 left, 0 joined in 12 months
net 0 in 12 months0 left in 90 days0 joined in 90 daysdeparture rate 0.0% of current headcount0 left over 36 months
Left, latest
none on the tape
Joined, latest
none on the tape
Private funds
3 reported on Schedule D 7.B.(1)
| Fund | Type | Gross assets | Owners | First reported |
|---|---|---|---|---|
| B•••• I••••••••• F•••• L• | Hedge Fund | $724M | 107 | Nov 1, 2021 |
| B•••• C•••••• P•••••••• L•no longer reported | Hedge Fund | $510M | 55 | Jun 6, 2014 |
| B•••• H••••• V•• L•no longer reported | Venture Capital Fund | $3.0M | 15 | Jul 28, 2017 |
Owners and control persons
Schedule A and B, latest filing
- A•••••• M•••••• M•••• · Chief Financial Officer, Chief Compliance Officercontrolsince 09/2014 · owns less than 5%
- W•••••••• C•••• L••• · Managing Membercontrolsince 05/2014 · owns 75% or more
Related persons
Schedule D 7.A
- B•••• C•••••• G•• L•pooled vehicle sponsory
- B•••• E•••••• L••pooled vehicle sponsory
Office movement
IAPD branch city; joins and departures in 12 months
| Office | Advisors | Joined | Left | Teams out | Forming |
|---|---|---|---|---|---|
| Richardson, Tx · principal | 2 | 0 | 0 |
Offices
Schedule D 1.F, the 25 largest
No branch office listed.
What changed
consecutive filings, newest first
- Employees · 8 to 10Apr 16, 2025 to Mar 26, 2026
- Discretionary RAUM · $2.2B to $2.8BApr 16, 2025 to Mar 26, 2026
- HNW RAUM · $309M to $319MApr 16, 2025 to Mar 26, 2026
- Pooled vehicle RAUM · $1.8B to $2.4BApr 16, 2025 to Mar 26, 2026
- RAUM · $2.2B to $2.8BApr 16, 2025 to Mar 26, 2026
- Accounts · 22 to 18Feb 26, 2025 to Apr 16, 2025
- HNW clients · 8 to 7Feb 26, 2025 to Apr 16, 2025
- Pooled vehicle clients · 1 to 3Feb 26, 2025 to Apr 16, 2025
- Financial planning clients · 1-10 to 1-10Feb 26, 2025 to Apr 16, 2025
- Discretionary RAUM · $1.0B to $2.2BFeb 26, 2025 to Apr 16, 2025
- HNW RAUM · $174M to $309MFeb 26, 2025 to Apr 16, 2025
- Non-discretionary RAUM · $250,000 to $0Feb 26, 2025 to Apr 16, 2025
- Pooled vehicle RAUM · $724M to $1.8BFeb 26, 2025 to Apr 16, 2025
- RAUM · $1.0B to $2.2BFeb 26, 2025 to Apr 16, 2025
- Private funds · 1 to 2Jan 13, 2025 to Feb 26, 2025
- Accounts · 20 to 22Aug 17, 2023 to Mar 26, 2024
- HNW clients · 7 to 8Aug 17, 2023 to Mar 26, 2024
- Discretionary RAUM · $798M to $1.0BAug 17, 2023 to Mar 26, 2024
- HNW RAUM · $156M to $174MAug 17, 2023 to Mar 26, 2024
- Non-discretionary RAUM · $0 to $250,000Aug 17, 2023 to Mar 26, 2024
- Pooled vehicle RAUM · $548M to $724MAug 17, 2023 to Mar 26, 2024
- RAUM · $798M to $1.0BAug 17, 2023 to Mar 26, 2024
- Discretionary RAUM · $798M to $798MMar 29, 2023 to Apr 28, 2023
- Pooled vehicle RAUM · $547M to $548MMar 29, 2023 to Apr 28, 2023
- RAUM · $798M to $798MMar 29, 2023 to Apr 28, 2023
- Accounts · 28 to 20Mar 25, 2022 to Mar 29, 2023
- HNW clients · 9 to 7Mar 25, 2022 to Mar 29, 2023
- Employees · 7 to 8Mar 25, 2022 to Mar 29, 2023
- Discretionary RAUM · $1.6B to $798MMar 25, 2022 to Mar 29, 2023
- HNW RAUM · $268M to $156MMar 25, 2022 to Mar 29, 2023
- Pooled vehicle RAUM · $682M to $547MMar 25, 2022 to Mar 29, 2023
- RAUM · $1.6B to $798MMar 25, 2022 to Mar 29, 2023
- Accounts · 24 to 28Nov 2, 2021 to Mar 24, 2022
- HNW clients · 11 to 9Nov 2, 2021 to Mar 24, 2022
- Pooled vehicle clients · 2 to 1Nov 2, 2021 to Mar 24, 2022
- Private funds · 2 to 1Nov 2, 2021 to Mar 24, 2022
- Discretionary RAUM · $834M to $1.6BNov 2, 2021 to Mar 24, 2022
- HNW RAUM · $216M to $268MNov 2, 2021 to Mar 24, 2022
- Pooled vehicle RAUM · $513M to $682MNov 2, 2021 to Mar 24, 2022
- RAUM · $834M to $1.6BNov 2, 2021 to Mar 24, 2022
Signals
9 dated events
- B•••• C•••••• M••••••••• L•• reported RAUM $2.8B, up 27% from $2.2B (2025-04-16 to 2026-03-26)Mar 26, 2026 · RAUM change · derived
- B•••• C•••••• M••••••••• L•• reported RAUM $2.2B, up 115% from $1.0B (2025-02-26 to 2025-04-16)Apr 16, 2025 · RAUM change · derived
- B•••• C•••••• M••••••••• L•• reported RAUM $1.0B, up 29% from $798.3M (2023-08-17 to 2024-03-26)Mar 26, 2024 · RAUM change · derived
- B•••• C•••••• M••••••••• L•• reported RAUM $797.7M, down 51% from $1.6B (2022-03-25 to 2023-03-29)Mar 29, 2023 · RAUM change · derived
- B•••• C•••••• M••••••••• L•• reported RAUM $1.6B, up 94% from $834.5M (2021-11-02 to 2022-03-24)Mar 24, 2022 · RAUM change · derived
- B•••• C•••••• M••••••••• L•• reported RAUM $750.4M, up 34% from $558.3M (2019-03-20 to 2020-03-30)Mar 30, 2020 · RAUM change · derived
- B•••• C•••••• M••••••••• L•• reported RAUM $558.3M, up 52% from $366.3M (2018-03-29 to 2019-03-20)Mar 20, 2019 · RAUM change · derived
- B•••• C•••••• M••••••••• L•• reported RAUM $366.3M, up 48% from $248.1M (2017-09-25 to 2018-03-29)Mar 29, 2018 · RAUM change · derived
- B•••• C•••••• M••••••••• L•• filed its initial SEC registration (Form ADV)Jun 6, 2014 · First SEC registration · fact
Across DFX
shared identifiers only, never a name match
- B•••• C•••••• M••••••••• L•• · Venture Capitalshared crd · organization
How to reach
public business contact points only, each with its source
- Firm profile
- linkedin.com/company/bowie-capital-management-llcreportedpublic record, Form ADV, Sep 21, 2026
- Website
- B••••CAPITAL.COMreportedpublic record, Form ADV, Sep 21, 2026
- Principal office phone
- 214-712-4951reportedpublic record, Form ADV, Apr 29, 2026
Provenance
- Form ADV
- SEC filing data 2011 to 2024 and the monthly roster 2025 onreportedadviserinfo.sec.gov
- Advisors
- IAPD individual compilation feed, dailyreportedadviserinfo.sec.gov
- Class
- Other adviserderiveda rule over Items 5.D and 7.A
- RAUM per advisor
- $1.4Bderivedfirm RAUM over the IAPD count; not a book size
- Loaded
- Sep 14, 2026