BOW River Capital
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.
20 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 vehicleon 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.
- 9 departurespeople, 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- Managing DirectorWhy: Managing directorProfile
- Managing Director, Chairman of the Investment CommitteeWhy: Managing directorProfile
- Director, Portfolio ManagerWhy: Investment officerProfile
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.
- Fund or vehicle
- Person
›How strength and recency are read
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
What these amounts mean“This investor” is the amount disclosed for this investor alone; it is unknown unless a source said it. The round size is the whole round.Acquired, Public, Exited and Active are what the firm’s own portfolio card says, read on the date shown when you hover the chip; they are not deal dates. A company with no chip is one whose card states no outcome: DFX does not assume it is active.Stated thesis versus observed behaviour
- 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
Team
17 current, 10 departed
Decision makers
- Jennifer Levesque · Managing DirectorWhy this person: Managing director; Named with investment responsibilityLinkedIn or profile link on file (firm website), confirmed 2026-10-01, confidence 90%
- Jeremy Held · Managing Director, Chairman of the Investment CommitteeWhy this person: Managing director; Named with investment responsibilityLinkedIn or profile link on file (firm website), confirmed 2026-10-01, confidence 90%
- Joseph Stork · Director, Portfolio ManagerWhy this person: Investment officer; Named with investment responsibilityLinkedIn 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
How the team is orderedPartners who lead rounds first (rounds led, then deals attributed, then seniority), then the rest of the investment team, then investor relations, finance and operations. A person named by two sources under two spellings is shown once.- Managing Director, Chairman of the Investment Committee
- Managing Director
- Director, Portfolio Manager
9 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 on record, each with its source. Values open with the complete profile.
Funds and LPs
44 vehicles, 0 LPs disclosed
Funds and vehicles
What these amounts meanGAV is the gross asset value the adviser reported on Form ADV for the vehicle, never the fund’s committed size and never dry powder. Form D sold is the amount sold as of the latest filing, never a final close.| Vehicle | Type | Vintage | Lifecycle | Reported GAV | Owners | Form D sold | Latest Form D |
|---|---|---|---|---|---|---|---|
| BOW River Mfd Coinvest I, LP | SPV or co-invest vehicle | 2026 form d first sale | Fundraising | $14.3M Sep 12, 2026 | 18 | $15.5M | Sep 21, 2026 |
| BOW River Venture Evergreen Fund, LP | Fund | 2026 form d first sale | Fundraising | $500,000 Sep 12, 2026 | 6 | $2.5M | Sep 21, 2026 |
| BOW River Asset-Based Institutional Income Fund, LP | Fund | 2025 form d first sale | Newly closed | $32.5M Sep 12, 2026 | 15 | $10.0M of $10.0M | Sep 21, 2026 |
Limited partners
Known LPs and allocators
What these amounts and dates areEach commitment is counted once across the pension tape and the allocator graph. A commitment date prints only when the source printed one; otherwise the row carries the report date. A foundation’s 990-PF line is a holding at fair value, never a commitment. Rows without a fund on the venture graph are commitments to this manager.| Allocator | Type | Fund | Amount | Date | Source |
|---|---|---|---|---|---|
| Mcgregor Fund | FOUNDATION | Spur Ventures III LP | $5.1M fair value on the foundation's return | reported as of Jun 30, 2025 | Fact IRS Form 990 / 990-PF e-file returns |
| Mcgregor Fund | FOUNDATION | Spur Ventures II LP | $1.8M fair value on the foundation's return | reported as of Jun 30, 2025 | Fact IRS Form 990 / 990-PF e-file returns |
| Wayne D Kuni and Joan E Kuni | FOUNDATION | Spur Ventures VI, LP | $9.2M fair value on the foundation's return | reported as of Dec 31, 2024 | Fact IRS Form 990 / 990-PF e-file returns |
Relationships across DFX
0 co-investors · on 5 other DFX graphs
Co-investors
Across DFX and the capital chainon 5 other DFX graphs · 10 capital paths ShowHide
- Sponsor-market profile (matched by same CRD)
- The same institution is held on Allocators, Independent Sponsors, Real Estate Funds, RIA and Wealth, Private Equity, matched by identifier. See which records
BOW River Capital is the same institution as 5 records in Allocators, Independent Sponsors, Real Estate Funds, RIA and Wealth and Private Equity.
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…
BOW River Capital sits on 10 traced paths of capital across the graphs.
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
- seen on or beforeOct 1, 2026Bijay Singh (Senior Vice President, Financial Reporting and Valuation, Treasurer) no longer on the team page of BOW River Capital
- seen on or beforeOct 1, 2026Catherina Nally (Vice President, Investor Services) no longer on the team page of BOW River Capital
- seen on or beforeOct 1, 2026Betty Palmere (Vice President, Financial Operations) no longer on the team page of BOW River Capital
- seen on or beforeOct 1, 2026James Kerr (General Counsel) no longer on the team page of BOW River Capital
- seen on or beforeOct 1, 2026Jamison Davis (Chief Financial Officer) no longer on the team page of BOW River Capital
Identity and regulatory footprint
Address, phone, Form ADV filing and ownersForm ADV filed Aug 28, 2026 · 47 private fundsShowHide
- 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
Classification history
Every classification this record has carried2 on recordShowHide
- Sep 23, 2026Private equity with venture activity (probable, 75%)Registered adviser; venture funds are 14% of 47 private funds
- Sep 12, 2026Private equity with venture activity (probable, 75%)Registered adviser; venture funds are 19% of 47 private funds
Evidence
Every observation behind this profile, with its source, date and class
| Fact | Value | Effective | Class | Source |
|---|---|---|---|---|
| Why admitted | VC funds reported | Aug 28, 2026 | Fact | Form ADV |
| SEC adviser type | Registered investment adviser | Aug 28, 2026 | Fact | Form ADV |
| SEC adviser type | Registered investment adviser | Aug 28, 2026 | Fact | Form ADV |
| First Form ADV filing | 2012-03-30 | Aug 28, 2026 | Fact | Form ADV |
| Adv history loaded | adv-hist-1+panel:2026-09-29 | Sep 30, 2026 | Fact | Form ADV |
| Adv history loaded | adv-hist-1+panel:2026-09-25 | Sep 26, 2026 | Fact | Form ADV |
| Adv history loaded | adv-hist-1+panel:2026-09-23 | Sep 24, 2026 | Fact | Form ADV |
| Adv history loaded | adv-hist-1+panel:2026-09-21 | Sep 23, 2026 | Fact | Form ADV |
| Adv history loaded | adv-hist-1+panel:2026-09-22 | Sep 23, 2026 | Fact | Form ADV |
| Latest Form ADV filing | 2026-08-28 | Aug 28, 2026 | Fact | Form ADV |
| Latest Form ADV filing | 2026-08-28 | Aug 28, 2026 | Fact | Form ADV |
| Adv pdf loaded | adv-pdf-1 | Sep 12, 2026 | Fact | Form ADV |
| SEC status | Approved | Aug 28, 2026 | Fact | Form ADV |
| SEC status effective | 2011-04-27 | Aug 28, 2026 | Fact | Form ADV |
| Venture share of reported funds | 0 | Aug 28, 2026 | Fact | Form ADV |
| Business phone | Aug 28, 2026 | Fact | Form ADV | |
| Contact page url | Oct 1, 2026 | Fact | Firm website | |
| Contact page url | Sep 16, 2026 | Fact | ||
| Employees | 69 | Aug 28, 2026 | Fact | Form ADV |
| Headquarters | Denver, CO | Aug 28, 2026 | Fact | Form ADV |
| Office address | Aug 28, 2026 | Fact | Form ADV | |
| Self-described type | Family office “Family Office” | Oct 1, 2026 | Fact | Firm website |
| Self-described type | Family office “Family Office” | Sep 16, 2026 | Fact | |
| Self-described type | Family office “Family Office” | Sep 15, 2026 | Fact | |
| Legal form | Limited Liability Company | Aug 28, 2026 | Fact | Form ADV |
| Other funds reported | 3 | Aug 28, 2026 | Fact | Form ADV |
| PE funds reported | 20 | Aug 28, 2026 | Fact | Form ADV |
| Private funds reported | 47 | Aug 28, 2026 | Fact | Form ADV |
| Private funds reported | 47 | Aug 28, 2026 | Fact | Form ADV |
| Private fund gross assets (reported) | $3.6B | Aug 28, 2026 | Fact | Form ADV |
| Private fund gross assets (reported) | $3.6B | Aug 28, 2026 | Fact | Form ADV |
| Regulatory AUM (adviser, not fund size) | $4.2B | Aug 28, 2026 | Fact | Form ADV |
| Schedule a diff | sadiff-1 | Aug 28, 2026 | Fact | Form ADV |
| Stated geography | new york “geography words on the home page” | Oct 1, 2026 | Fact | Firm website |
| Stated geography | new york “geography words on the home page” | Sep 16, 2026 | Fact | |
| Stated geography | new york “geography words on the home page” | Sep 15, 2026 | Fact | |
| Stated sectors | climate “sector words on the home page” | Oct 1, 2026 | Fact | Firm website |
| Stated sectors | climate “sector words on the home page” | Sep 16, 2026 | Fact | |
| Stated sectors | climate “sector words on the home page” | Sep 15, 2026 | Fact | |
| Team page | Oct 1, 2026 | Fact | Firm website | |
| Team page | Sep 16, 2026 | Fact | ||
| Team page | Sep 15, 2026 | Fact | ||
| Venture funds reported | 9 | Aug 28, 2026 | Fact | Form ADV |
| Venture funds reported | 9 | Aug 28, 2026 | Fact | Form ADV |
| Website | Aug 28, 2026 | Fact | Form ADV | |
| Website resolved domain | apogemevergreen.com | Oct 1, 2026 | Fact | Firm website |
| Site title | Oct 1, 2026 | Fact | Firm website | |
| Site title | Sep 16, 2026 | Fact | ||
| Site title | Sep 15, 2026 | Fact |
How this is scored
Scores, classification basis and filing advisersPrivate equity with venture activity, probableShowHide
Registered adviser; venture funds are 14% of 47 private funds
- importance
- gav: 0.56 · 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
- Adviser's first ADV filing2011-04-27source 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.