Advisor at Bowie Capital Management, LLC
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Firm
Bowie Capital Management, LLC
Location
Richardson, TX 75081
Credentials
CFA®
Industry experience
10 years
Cory Whitaker is a CFA® charterholder with 10 years of experience in the financial industry. He has been with Bowie Capital Management, LLC since 2014. In addition to his advisory role, Mr. Whitaker serves as a director for Petrus Management Holding Company, Inc. and Petrus Trust Company, LTA, participating in quarterly meetings. Bowie Capital Management provides discretionary investment management and sub-advisory services to high-net-worth individuals, family offices, institutions, and privately offered pooled investment vehicles. The firm employs a fundamental, bottom-up investment process focused on concentrated holdings of high-quality companies and maintains a small, specialized client base.
Based on Bowie Capital Management, LLC
$0 - $25,000,000: 0.50% annually (Base Asset Strategy management fee tier) $25,000,000 - $100,000,000: 0.25% annually (Base Asset Strategy management fee tier) $100,000,000+: 0.10% annually (Base Asset Strategy management fee tier)
Up to 15% performance-based profit allocation for Funds; performance-based fees charged for Active Asset Equity strategy SMAs (negotiated individually). No performance fees on Base Asset Strategy.
Account minimum: $5,000,000 for Founder share class; $50,000,000 for Institutional share class (Offshore fund only); $50,000,000 minimum for new Active Asset Equity strategy SMAs
740 E. Campbell Rd., Suite 830
Richardson, TX 75081
Texas
Bowie Capital Management, LLC
2014 - Present (12 years)
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Is active or affiliated with:
Fund sponsor
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Is not active or affiliated with:
Insurance agent
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Broker-dealer / trader
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Bank
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Trust company
They provide trust and estate administration services, typically for separate fees.
Accountant / CPA / tax prep
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Lawyer
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Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Verified by Warmer
Series 63, Series 66
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