# BOW Stream Investments LLC

> BOW Stream Investments LLC is a state-registered investment advisory firm in Southlake, TX, registered since 2018, reporting under $25 million in regulatory assets under management in its Form ADV filing dated March 4, 2026.

- CRD: 292230
- Filed as: BOW STREAM INVESTMENTS LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Southlake, TX
- Filing period: October 2026
- Form ADV filing dated: March 4, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/292230
- AdvisorCensus page: https://advisorcensus.com/firm/bow-stream-investments-llc-southlake-tx-292230

## Quick answers

**How is BOW Stream Investments LLC compensated?**
On its Form ADV (Item 5.E, October 2026), BOW Stream Investments LLC reports these compensation arrangements: a percentage of assets under its management; performance-based fees. The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is BOW Stream Investments LLC located?**
BOW Stream Investments LLC's principal office is in Southlake, TX, according to its Form ADV.

**Is BOW Stream Investments LLC registered with the SEC or a state?**
BOW Stream Investments LLC is a state-registered investment advisory firm, registered since 2018. Status as filed: APPROVED. CRD 292230.

**How much does BOW Stream Investments LLC manage?**
BOW Stream Investments LLC reports $10,436,648 in regulatory assets under management in its Form ADV filing dated March 4, 2026 (100% discretionary).

**What types of clients does BOW Stream Investments LLC serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (5).

**Does BOW Stream Investments LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/292230

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Performance-based fees

### Regulatory assets under management (Item 5.F)
- Total: $10,436,648
- Discretionary: $10,436,648
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | Fewer than 5 | $591,777 |
| High net worth individuals | 5 | $9,844,871 |

### Advisory services (Item 5.G)
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients

### Firm details
- Registered since: 2018 (8 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA, MT, TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. BOW Stream Investments LLC (CRD 292230): Form ADV filing data as of October 2026.