Advisor at Bow Stream Investments LLC
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Firm
Bow Stream Investments LLC
Location
Whitefish, MT
Credentials
CFA®, Series 63
Industry experience
7 years
Austin Taylor is a CFA® charterholder and Series 63 licensee with seven years of industry experience. He has been the sole advisor at Bow Stream Investments LLC since 2015. The firm manages approximately $8.63 million in discretionary assets for a limited client base including individuals, trusts, charitable organizations, corporations, and certain institutional clients. Bow Stream Investments focuses on deep fundamental research in microcap and small-cap U.S. stocks, maintaining concentrated portfolios typically holding ten or fewer positions and employing strategies such as options and short sales as part of its investment approach.
Based on Bow Stream Investments LLC
2% annually, billed quarterly in arrears
20% of capital appreciation for qualified clients, calculated annually with a high-water mark
Account minimum: $1,000,000
Whitefish, MT
California · Montana · Texas
Bow Stream Investments
2015 - Present (11 years)
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Series 63, Series 65
Whitefish, MT
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