BOW River Capital

Private equity with venture activitySEC-registered adviserRaisingClassification probable· Denver, Coloradobowriverevergreen.com

Private equity with venture activity, based in Denver, Colorado, reporting $3.3B of fund assets on its funds' Form ADV filings.

Composed from this organization's classification, location and filed figures.

Reported fund assets
$3.3B
sum of its funds' Form ADV filings, last 30 months
Investment team
13
Latest vintage
2026
Contact decision makers
More
Ask DFX about thisView relationshipsFind contactsFundsInvestmentsTeam (17)
As of · the latest observation of this organization; filed figures are as of its latest Form ADV

21 additional team members, 50 additional investments, funds and LPs, 43 events, 11 verified contacts (10 professional url, 1 firm phone)

Every relationship, signal and contact on this record, with the source on each.

Includes 3 days of DFX Intelligence. Then $199/month unless canceled.

What matters now

  1. 1 vehicle
    on Form D, 18 months

    $251M reported sold so far.

    A Form D is filed when a vehicle takes its first money, so these are open to LPs now.

    FactSEC Form D filingsFor LPs, fund-of-funds, placement agentsVehicles →
  2. 9 departures
    people, 12 months

    A team member departed (seen on or before 1 Oct 2026, the day it happened is not on record). 9 departures on record in 12 months.

    A partner leaving or arriving changes who decides, and who a founder or LP should call.

    InferenceVenture organization websites (about, team, portfolio, thesis, news pages)For Founders, LPs, recruitersTeam →

People to know

View all people
  • Jennifer Levesque
    Managing Director
    Why: Managing director
    Profile
  • Jeremy Held
    Managing Director, Chairman of the Investment Committee
    Why: Managing director
    Profile
  • Joseph Stork
    Director, Portfolio Manager
    Why: Investment officer
    Profile

Relationship network

61 connected entities

From financing rounds and every investor named in them, Form ADV and Form D filings, the firm's funds and team, and disclosed LP commitments in the venture capital graph. A round's amount is the size of the round, not money that moved between two investors.

Some relationships on this record are counted rather than named here. They open with the full profile.

Click any name or line for the rounds and sources behind it. Line weight is rounds together; dashed lines are inferred.

Reading the network
  • Fund or vehicle
  • Person

Co-investors are read from the rounds: three or more shared rounds is a strong observed relationship, two a repeat co-investor, one a single round. Funds and people are structural. Nothing is scored that a reader cannot check.

Darker lines were active in the last 24 months or are current; lighter lines are older or undated.

How am I connected?

Name your firm, a company or a person, and DFX finds the published routes to BOW River Capital: a shared portfolio company or board, a prior employer, a co-investor, a shared LP or service provider. Every step is a filed or published record with its source; none is a guess about who knows whom.

See how you connect to BOW River Capital

Includes 3 days of DFX Intelligence. Then $199/month unless canceled.

Investing

0 companies on record, 0 new in 12 months
Investments on record
0 companies, 0 partner-attributed
No investment on record yet. Edges arrive from the firm’s portfolio page, financing announcements, and Form D board seats.
Stated thesis versus observed behaviour
no observed deals yet
Stated (the firm’s website)
Sectors
climate
Stages
not stated or not yet read
Geography
new york
Check size
not stated; DFX does not estimate checks from round sizes
Self-described
family office
Observed (from deals on record)
Stage at participation: no observed deals yet
Stage at first entry: no observed deals yet
Sectors: no observed deals yet
lead rate no observed dealsfollow-on rate no observed dealsnew companies, 12 months 0

Team

17 current, 10 departed
Decision makers
who to call first, and why; then everyone else by function
  • Jennifer Levesque · Managing Director
    Why this person: Managing director; Named with investment responsibility
    LinkedIn or profile link on file (firm website), confirmed 2026-10-01, confidence 90%
  • Jeremy Held · Managing Director, Chairman of the Investment Committee
    Why this person: Managing director; Named with investment responsibility
    LinkedIn or profile link on file (firm website), confirmed 2026-10-01, confidence 90%
  • Joseph Stork · Director, Portfolio Manager
    Why this person: Investment officer; Named with investment responsibility
    LinkedIn or profile link on file (firm website), confirmed 2026-10-01, confidence 90%

Ranked by the role the firm or its filing states, a route on file and deals led. Every reason is read from the record, never inferred. 3 with a route on file. Routes are published by the person or the firm (their bio, the team page or a filing) and are revealed on a plan; data bought from a provider is never shown, and a route printed at a firm the person has since left is held back.

Investment team
17 current, 10 departed
10 departed (kept with end dates)
  • Blair Richardson · Chief Executive Officer · ? to Oct 1, 2026 Inference
  • Rich Wham · Chairman · ? to Oct 1, 2026 Inference
  • Rick Pederson · Vice Chairman, Chief Strategy Officer · ? to Oct 1, 2026 Inference
Contacts
1 firm phone, 10 professional url

1 firm phone, 10 professional url on record, each with its source. Values open with the complete profile.

Funds and LPs

44 vehicles, 0 LPs disclosed
Funds and vehicles
44 reported
VehicleTypeVintageLifecycleReported GAVOwnersForm D soldLatest Form D
BOW River Mfd Coinvest I, LPSPV or co-invest vehicle2026 form d first saleFundraising$14.3M
Sep 12, 2026
18$15.5MSep 21, 2026
BOW River Venture Evergreen Fund, LPFund2026 form d first saleFundraising$500,000
Sep 12, 2026
6$2.5MSep 21, 2026
BOW River Asset-Based Institutional Income Fund, LPFund2025 form d first saleNewly closed$32.5M
Sep 12, 2026
15$10.0M
of $10.0M
Sep 21, 2026
Limited partners
0 LPs, 0 disclosed commitments
No LP commitment on record. An LP edge needs a public disclosure with a quote: a pension report (see Limited partners for the plans read), a fund announcement naming the LP, or a Form ADV owner. The fund page carries the LP’s reported performance.
Known LPs and allocators
12 relationships across the firm's funds, from public pensions and the allocator graph
AllocatorTypeFundAmountDateSource
Mcgregor FundFOUNDATIONSpur Ventures III LP$5.1M
fair value on the foundation's return
reported as of Jun 30, 2025Fact IRS Form 990 / 990-PF e-file returns
Mcgregor FundFOUNDATIONSpur Ventures II LP$1.8M
fair value on the foundation's return
reported as of Jun 30, 2025Fact IRS Form 990 / 990-PF e-file returns
Wayne D Kuni and Joan E KuniFOUNDATIONSpur Ventures VI, LP$9.2M
fair value on the foundation's return
reported as of Dec 31, 2024Fact IRS Form 990 / 990-PF e-file returns

Relationships across DFX

0 co-investors · on 5 other DFX graphs
Co-investors
0 counted from shared deals, for the whole firm
No co-investor relationship yet: these are derived only from rounds and portfolio listings the graph has seen both investors on.
Across DFX and the capital chainon 5 other DFX graphs · 10 capital paths Show
Across DFX
  • Sponsor-market profile (matched by same CRD)
  • The same institution is held on RIA and Wealth, Private Equity, Allocators, Independent Sponsors, Real Estate Funds, matched by identifier. See which records
Across the graphs

BOW River Capital is the same institution as 5 records in RIA and Wealth, Private Equity, Allocators, Independent Sponsors and Real Estate Funds.

RIA and Wealth1Private Equity1Allocators1Independent Sponsors1Real Estate Funds1

DFX found 5 relationships across 5 datasets

Which record it is in each graph, what it is called there, and how the two were matched.

Includes 3 days of DFX Intelligence. Then $199/month unless canceled.

Checking your plan…

Capital chain

BOW River Capital sits on 10 traced paths of capital across the graphs.

Allocator commitments to a manager

DFX traced 10 paths of capital through this record

Every record on each path, what it committed or lent, and as of when.

Includes 3 days of DFX Intelligence. Then $199/month unless canceled.

Derived from allocator disclosures, BDC schedules and SEC filings; confidence is the weakest hop.

Checking your plan…

Evidence and history

48 dated events, 50 observations from 3 sources
Timeline
48 dated events
  1. seen on or beforeOct 1, 2026
    Bijay Singh (Senior Vice President, Financial Reporting and Valuation, Treasurer) no longer on the team page of BOW River Capital
    Person leftPeopleInferenceBijay SinghFirm website
  2. seen on or beforeOct 1, 2026
    Catherina Nally (Vice President, Investor Services) no longer on the team page of BOW River Capital
    Person leftPeopleInferenceCatherina NallyFirm website
  3. seen on or beforeOct 1, 2026
    Betty Palmere (Vice President, Financial Operations) no longer on the team page of BOW River Capital
    Person leftPeopleInferenceBetty PalmereFirm website
  4. seen on or beforeOct 1, 2026
    James Kerr (General Counsel) no longer on the team page of BOW River Capital
    Person leftPeopleInferenceJames KerrFirm website
  5. seen on or beforeOct 1, 2026
    Jamison Davis (Chief Financial Officer) no longer on the team page of BOW River Capital
    Person leftPeopleInferenceJamison DavisFirm website
Identity and regulatory footprint
Address, phone, Form ADV filing and ownersForm ADV filed Aug 28, 2026 · 47 private fundsShow
Headquarters
Denver, COadviserinfo.sec.gov
Office address
unknownadviserinfo.sec.gov
Business phone
unknownadviserinfo.sec.gov
Website
bowriverevergreen.com
SEC adviser type
Registered investment adviseradviserinfo.sec.gov
SEC exemption claimed
unknown
Latest Form ADV
Aug 28, 2026
Private funds reported
47 (9 venture capital funds)adviserinfo.sec.gov
Private fund gross assets, adviser total
$3.6Badviserinfo.sec.govreported GAV of the funds, the adviser's own number; not fund size, not dry powder
Regulatory AUM
$4.2Bthe adviser's RAUM, a regulatory measure, never a fund size
Employees
69
Owners on Schedule A
BOW River Asset Management (Member), owns 50% to 75%
Classification history
Every classification this record has carried2 on recordShow
  1. Sep 23, 2026
    Private equity with venture activity (probable, 75%)
    Registered adviser; venture funds are 14% of 47 private funds
  2. Sep 12, 2026
    Private equity with venture activity (probable, 75%)
    Registered adviser; venture funds are 19% of 47 private funds
Evidence
50 observations from 3 sources
Every observation behind this profile, with its source, date and class
FactValueEffectiveClassSource
Why admittedVC funds reportedAug 28, 2026FactForm ADV
SEC adviser typeRegistered investment adviserAug 28, 2026FactForm ADV
SEC adviser typeRegistered investment adviserAug 28, 2026FactForm ADV
First Form ADV filing2012-03-30Aug 28, 2026FactForm ADV
Adv history loadedadv-hist-1+panel:2026-09-29Sep 30, 2026FactForm ADV
Adv history loadedadv-hist-1+panel:2026-09-25Sep 26, 2026FactForm ADV
Adv history loadedadv-hist-1+panel:2026-09-23Sep 24, 2026FactForm ADV
Adv history loadedadv-hist-1+panel:2026-09-21Sep 23, 2026FactForm ADV
Adv history loadedadv-hist-1+panel:2026-09-22Sep 23, 2026FactForm ADV
Latest Form ADV filing2026-08-28Aug 28, 2026FactForm ADV
Latest Form ADV filing2026-08-28Aug 28, 2026FactForm ADV
Adv pdf loadedadv-pdf-1Sep 12, 2026FactForm ADV
SEC statusApprovedAug 28, 2026FactForm ADV
SEC status effective2011-04-27Aug 28, 2026FactForm ADV
Venture share of reported funds0Aug 28, 2026FactForm ADV
Business phoneAug 28, 2026FactForm ADV
Contact page urlOct 1, 2026FactFirm website
Contact page urlSep 16, 2026Factno URL
Employees69Aug 28, 2026FactForm ADV
HeadquartersDenver, COAug 28, 2026FactForm ADV
Office addressAug 28, 2026FactForm ADV
Self-described typeFamily office
“Family Office”
Oct 1, 2026FactFirm website
Self-described typeFamily office
“Family Office”
Sep 16, 2026Factno URL
Self-described typeFamily office
“Family Office”
Sep 15, 2026Factno URL
Legal formLimited Liability CompanyAug 28, 2026FactForm ADV
Other funds reported3Aug 28, 2026FactForm ADV
PE funds reported20Aug 28, 2026FactForm ADV
Private funds reported47Aug 28, 2026FactForm ADV
Private funds reported47Aug 28, 2026FactForm ADV
Private fund gross assets (reported)$3.6BAug 28, 2026FactForm ADV
Private fund gross assets (reported)$3.6BAug 28, 2026FactForm ADV
Regulatory AUM (adviser, not fund size)$4.2BAug 28, 2026FactForm ADV
Schedule a diffsadiff-1Aug 28, 2026FactForm ADV
Stated geographynew york
“geography words on the home page”
Oct 1, 2026FactFirm website
Stated geographynew york
“geography words on the home page”
Sep 16, 2026Factno URL
Stated geographynew york
“geography words on the home page”
Sep 15, 2026Factno URL
Stated sectorsclimate
“sector words on the home page”
Oct 1, 2026FactFirm website
Stated sectorsclimate
“sector words on the home page”
Sep 16, 2026Factno URL
Stated sectorsclimate
“sector words on the home page”
Sep 15, 2026Factno URL
Team pageOct 1, 2026FactFirm website
Team pageSep 16, 2026Factno URL
Team pageSep 15, 2026Factno URL
Venture funds reported9Aug 28, 2026FactForm ADV
Venture funds reported9Aug 28, 2026FactForm ADV
WebsiteAug 28, 2026FactForm ADV
Website resolved domainapogemevergreen.comOct 1, 2026FactFirm website
Site titleOct 1, 2026FactFirm website
Site titleSep 16, 2026Factno URL
Site titleSep 15, 2026Factno URL
How this is scored
Scores, classification basis and filing advisersPrivate equity with venture activity, probableShow
Importance
40
elevated
Active deployment
60
high
Emerging
0
low
Freshness
100
high
Private equity with venture activity · probableSEC registered investment adviser

Registered adviser; venture funds are 14% of 47 private funds

The inputs behind each score
importance
gav: $1 · funds: 0.58 · people: 0.76 · investments: 0 · scale basis: Venture-typed funds only (Private equity with venture activity): 7 funds, $716M of $3.3B reported · co investors: 0
active deployment
investments 12m: 0 · fund raising 18m: 1 · people joined 12m: 0 · vintage within 3y: 1 · latest investment at: not scored
emerging manager
fund count: 44 · reported gav: $3.3B · first adv filing: 2011-04-27 · years since first filing: 15.4

Fits, record history and connections

scored matches for this investor, every identity change, every edge

Record history

1 dated event on the change ledger, latest event first
  • Adviser's first ADV filing
    2011-04-27source on record

The ledger records every merge, rename and reclassification this record went through and the dated filings observed on it, so the identity on this page can be traced to the records it was built from. The ledger's own sentences name other records, so they show with the names.

Not yet on record: new companies, 12 mo.