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Bowie Capital Management, LLC

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Total assets under management

$2,808,237,343

Total clients

7

100% high-net worth

Total advisors

2

of 10 employees

Firm size

Multi Team

Average clients per advisor

4

Average account size

$401,176,763

About

Bowie Capital Management provides discretionary investment management to privately offered pooled investment vehicles, high‑net‑worth individuals, family offices, and institutions through separately managed accounts and sub‑advisory relationships. Its funds are offered to accredited investors and qualified purchasers, and the firm has previously evaluated private investment opportunities though it is not currently offering new private investments.

The firm’s investment approach emphasizes a concentrated, long‑bias portfolio of what it describes as high‑quality companies identified through a fundamental, bottoms‑up process and proprietary frameworks that weigh quality and price. Bowie also manages client‑specific Active Asset Equity SMAs and a Base Asset fixed‑income SMA and may occasionally pursue special situations and event‑driven equity or debt opportunities.

Bowie is notable among multi‑team peers for serving as both sponsor/general partner and adviser to private funds while charging performance‑based compensation on its funds and equity strategies, a combination that raises side‑by‑side management considerations that the firm addresses through disclosures and monitoring. The firm manages roughly $2.8 billion for a small number of sophisticated investors, does not target non‑HNW retail clients, and uses third‑party administrators, audited financial statements, and a formal code of ethics to manage custody and conflict risks.

Client services

Financial planning Portfolio management

Expertise

Active portfolio management Private / alternative investments Options & derivatives strategies

Fee options

Percentage

$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)

Performance-based

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.

Other

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

Main office location

Bowie Capital Management, LLC

740 E. Campbell Rd., Suite 830

Richardson TX 75081, United States

Number of offices

1

Most active in

Texas

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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