Bowie Capital Management provides investment management and advisory services. Bowie focuses on owning high-quality companies purchased at attractive prices. Bowie manages investments for pooled investment vehicles, high-net-worth individuals, family offices, and institutions through separately managed accounts. Bowie also provides sub-advisory investment management services to private funds.
Assets Under Management$2.2B
Clients10
Advisors2
Avg. per Client$220M
Avg. per Advisor$1.1B
Fee Structure
Minimum Investment:$5M
Investment management only (planning not offered)
Bowie Capital Management manages investments for pooled investment funds and separately managed accounts. Here's how the fees work:
- Pooled Investment Funds: The management fee decreases as the fund's assets increase. For assets between $0 and $150 million, the fee is 1.5% annually. For assets between $150 million and $1 billion, the fee is 0.50% annually. There is no additional management fee charged for assets exceeding $1 billion.
- Sub-Advised Funds: The standard fee is 1% annually.
- Separately Managed Accounts (SMAs) - Active Asset Equity Strategy: The management fee is 1% annually.
- Separately Managed Accounts (SMAs) - Base Asset Strategy (fixed income): The standard fee schedule starts at 0.50% annually and decreases based on balances (First $25 million is an annual rate of 0.50%; Next $75 million is an annual rate of 0.25%; Over $100 million is an annual rate of 0.10%).
Some clients may have different fee schedules negotiated earlier.
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