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Adviser Profile

As of Date 08/21/2024
Adviser Type - Large advisory firm
Number of Employees 13 44.44%
of those in investment advisory functions 5
Registration SEC, Approved, 8/30/2017
Other registrations (1)
AUM* 608,149,149 -2.03%
of that, discretionary 608,149,149 -2.03%
Private Fund GAV* 429,042,307 2.45%
Avg Account Size 67,572,128 30.62%
SMA’s Yes
Private Funds 6 2
Contact Info 212 xxxxxxx
Websites

Client Types

- Pooled investment vehicles

Advisory Activities

- Portfolio management for pooled investment vehicles

Compensation Arrangments

- A percentage of assets under your management
- Performance-based fees

Recent News

Reported AUM

Discretionary
Non-discretionary
621M 532M 443M 355M 266M 177M 89M
2017 2018 2019 2020 2021 2022 2023

Private Funds



Employees

Private Funds Structure

Fund Type Count GAV
Fund TypeHedge Fund Count2 GAV$84,402,381
Fund TypePrivate Equity Fund Count4 GAV$344,639,926

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Brochure Summary

Overview

Bow Street is a Delaware limited liability company that was founded in 2011 and is owned by Howard Shainker and Akiva Katz (the “Managing Partners”). Bow Street’s investment objective is to achieve capital appreciation for its clients through a series of targeted investment funds. Bow Street provides investment advisory services on a discretionary basis to privately offered pooled investment vehicles, including:, , Bow Street Special Opportunities Fund XIV, LP, Bow Street Special Opportunities Fund XV, LP, Bow Street Special Opportunities Fund XIX, LP (a Cayman Islands Exempted Limited Partnership), , and Bow Street Special Opportunities Fund XIV Cayman, Ltd (a Cayman Islands Exempted Company that invests a majority of its assets through Bow Street Special Opportunities Fund XIV, LP), Bow Street Special Opportunities Fund (Cayman) XVIII, LP (a Cayman Islands Exempted Limited Partnership), Bow Street Special Opportunities Fund XVIII, LP (a USA Limited Partnership that invests a majority of its assets through Bow Street Special Opportunities Fund (Cayman) XVIII, LP, Bow Street TransAtlantis II, LP, and Bow Street TransAtlantis II Cayman, Ltd ( a Cayman Islands Exemped Company that invests a majority of its assets through Bow Street
TransAtlantis II, LP), and Bow Street TransAtlantis Special Funding I LLC, (each a “Fund” and together the “Funds”). The LP Funds are organized as Delaware Limited Partnerships except where noted above. Investment advisory services are provided directly to the Funds and not to investors in the Funds. Accordingly, such services are tailored to such Fund’s investment objectives, strategies and guidelines as described in the respective Fund’s offering documents. Bow Street also provides discretionary investment advisory services to separately managed accounts, and acts as a sub-adviser to pooled investment vehicles (“Sub-advised Accounts”) (which, together with the Funds, are referred to herein as “Clients”). Bow Street provides investment advisory services to separately managed accounts and Sub-advised Accounts in accordance with the client’s respective investment management agreement and the investment objectives, strategies and guidelines set forth in the respective investment management agreement. The Firm does not participate in, nor does it sponsor, any wrap fee programs. On behalf of its Clients as of December 31, 2023, Bow Street managed $608,149,149 in regulatory assets under management on a discretionary basis.