DFX Intelligence
RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
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Former SEC-registered adviser
B•• C•••••• M••••••••• L••
Latest filing May 29, 2024
First filing on the tape Nov 30, 2021 · 6 filings
RAUM
$591M
reported, Item 5.F
Discretionary
100%
of RAUM
Private clients
0.0%
$0 individuals and HNW
Advisors
0
registered through the firm on IAPD
RAUM per advisor
n/a
derived; firm RAUM over IAPD count
Employees
6
5 advisory (5.B.1)
Offices
0
beyond the principal office
Private funds
3
$409M gross assets
History
6 filings and snapshots on the tape
RAUM$591M as of Mar 28, 2024
Mar 30, 2023$629M then
HNW client RAUM: no history
State-registered IARs (5.B.3)0 as of Mar 28, 2024
Mar 30, 20230 then
Employees (5.A)6 as of Mar 28, 2024
Mar 30, 20235 then
Private funds3 as of Mar 28, 2024
Mar 30, 20233 then
RAUM -6.0% over the last fiscal yearIARs 0 to 0
Practice profile
derived from the filing of May 29, 2024; every figure names its basis
- RAUM per advisor
- unknownderivedRAUM over IAPD advisors; not a book size
- Clients per advisor
- unknownderivedindividual and HNW clients (5.D) over advisors
- Average HNW client
- unknownderivedHNW RAUM over HNW clients
- Average account
- $148MderivedRAUM over accounts (5.F.2.f)
- Discretionary
- 100%derivedof RAUM
- Institutional
- 0.0%derivedpensions, charities, corporations, government, insurance, banks, other advisers
- Employees per advisor
- unknownderivedItem 5.A over advisors
- Advisors per office
- unknownderived1 offices incl. principal (1.F.5)
- RAUM growth, one year
- -6.0%derivedbetween the last two annual amendments
- Advisor growth, one year
- unknownderivedItem 5.B.3 between annual amendments
- Client growth, one year
- unknownderived
- Compensation
- percentage of assets, performance-basedreportedItem 5.E
- Advisory activities
- portfolio management for pooled vehiclesreportedItem 5.G
- Custody
- $409M, 4 clientsreportedItem 9.A
- Ownership
- no PE, bank or public-company owner found on Schedule Aderived
- Advisor book size
- not public; not estimatedreported
Where the RAUM sits
Form ADV Item 5.D, latest filing
- Pooled investment vehicles$591M100%
- Individual clients
- n/areported
- HNW clients
- n/areported
- Pension plan clients
- n/areported
- Charitable clients
- n/areported
- Accounts
- 4reported
- Financial planning clients
- 0reported
- Wrap fee programs
- noreported
- Custody of client assets
- $409M for 4 clientsreported
- Compensation
- % of AUM, performancereported
- Class basis
- absent from the latest SEC rosterderived
Advisors registered through the firm
0 on IAPD today, longest tenure first
No representative is registered through this CRD on IAPD.
Advisor movement
Left, latest
none on the tape
Joined, latest
none on the tape
Private funds
4 reported on Schedule D 7.B.(1)
| Fund | Type | Gross assets | Owners | First reported |
|---|---|---|---|---|
| B•• C•••••• F••• I• L• | Venture Capital Fund | $325M | 2 | Sep 18, 2016 |
| B•• C•••••• F••• I•• L• | Venture Capital Fund | $156M | 10 | Mar 30, 2023 |
| U••• B•• S•••••• F•••• L• | Venture Capital Fund | $75.6M | 10 | Mar 30, 2023 |
| B•• C•••••• 2•••••• L••no longer reported | Venture Capital Fund | $2.1M | 28 | Nov 30, 2021 |
Owners and control persons
Schedule A and B, latest filing
- C•••• J••••• N•• · Cfocontrolsince 04/2024 · owns less than 5%
- R•••••••• V••••• Y••••••• · General Partnercontrolsince 06/2016 · owns 75% or more
- R•••• M•••••• D••• · Ccocontrolsince 11/2021 · owns less than 5%
Related persons
Schedule D 7.A
- B•• C•••••• G• I• L••pooled vehicle sponsorn
- B•• C•••••• G• I•• L••pooled vehicle sponsorn
- T•• N••••••• S••••••• G••••• I•••real estaten
Offices
Schedule D 1.F, the 25 largest
No branch office listed.
What changed
consecutive filings, newest first
- Accounts · 3 to 4May 11, 2023 to Mar 28, 2024
- Pooled vehicle clients · 3 to 4May 11, 2023 to Mar 28, 2024
- Assets in custody · $457M to $409MMay 11, 2023 to Mar 28, 2024
- Employees · 5 to 6May 11, 2023 to Mar 28, 2024
- Discretionary RAUM · $629M to $591MMay 11, 2023 to Mar 28, 2024
- Pooled vehicle RAUM · $629M to $591MMay 11, 2023 to Mar 28, 2024
- RAUM · $629M to $591MMay 11, 2023 to Mar 28, 2024
- Accounts · 2 to 3Dec 1, 2021 to Mar 30, 2023
- Advisory employees · 7 to 5Dec 1, 2021 to Mar 30, 2023
- Pooled vehicle clients · 2 to 3Dec 1, 2021 to Mar 30, 2023
- Assets in custody · $436M to $457MDec 1, 2021 to Mar 30, 2023
- Employees · 8 to 5Dec 1, 2021 to Mar 30, 2023
- Private funds · 2 to 3Dec 1, 2021 to Mar 30, 2023
- Discretionary RAUM · $436M to $629MDec 1, 2021 to Mar 30, 2023
- Pooled vehicle RAUM · $436M to $629MDec 1, 2021 to Mar 30, 2023
- RAUM · $436M to $629MDec 1, 2021 to Mar 30, 2023
- Private funds · 4 to 2Nov 30, 2021 to Dec 1, 2021
Signals
5 dated events
- Nmn James Chan (Cfo) appeared on Schedule A of B•• C•••••• M••••••••• L••May 29, 2024 · Control person joined · fact
- Paul Gregory Lahann (Cfo) no longer on Schedule A of B•• C•••••• M••••••••• L•• (listed 2024-03-28, absent 2024-05-29)May 29, 2024 · Control person left · inference
- B•• C•••••• M••••••••• L•• reported RAUM $629.0M, up 44% from $435.9M (2021-12-01 to 2023-03-30)Mar 30, 2023 · ria raum c•••ge · derived
- Greg Lahann (Cfo) appeared on Schedule A of B•• C•••••• M••••••••• L••Mar 30, 2023 · Control person joined · fact
- B•• C•••••• M••••••••• L•• filed its initial SEC registration (Form ADV)Nov 30, 2021 · 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/BOW-CAPITALreportedpublic record, Form ADV, Sep 19, 2026
- Website
- BOWCAPITAL.COMreportedpublic record, Form ADV, Sep 19, 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
- Former SEC-registered adviserderiveda rule over Items 5.D and 7.A
- RAUM per advisor
- n/aderivedfirm RAUM over the IAPD count; not a book size
- Loaded
- Sep 14, 2026