{
  "crd_number": 170509,
  "slug": "bowside-capital-llc-charleston-sc-170509",
  "primary_business_name": "BOWSIDE CAPITAL, LLC",
  "legal_name": "BOWSIDE CAPITAL, LLC",
  "dbas": [],
  "city": "Charleston",
  "state": "SC",
  "country": "United States",
  "cbsa_code": "16700",
  "metro": {
    "cbsa_code": "16700",
    "common_name": "Charleston",
    "msa_name": "Charleston-North Charleston, SC",
    "path": "/advisors/sc/charleston"
  },
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "2022-07-08",
  "years_registered": 4,
  "period": "2026-10-01",
  "filing_date": "2026-06-16",
  "carried_forward": false,
  "raum_total": 229792903.0,
  "raum_discretionary": 229792903.0,
  "raum_non_discretionary": 0.0,
  "raum_band": "100m_500m",
  "raum_band_label": "$100 million to $500 million",
  "total_employees": 2,
  "advisory_employees": 2,
  "client_count_bucket": null,
  "clients_by_type": {
    "pooled_investment_vehicles": {
      "raum": 229792903.0,
      "count": 3
    }
  },
  "compensation_types": [
    "percentage_of_aum",
    "performance_based"
  ],
  "advisory_activities": [
    "portfolio_management_pooled_vehicles"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 0,
  "states_registered": [
    "SC"
  ],
  "websites": [
    "https://bowsidecapital.com"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/170509",
  "city_as_filed": "CHARLESTON",
  "url": "https://advisorcensus.com/firm/bowside-capital-llc-charleston-sc-170509",
  "display_name": "Bowside Capital, LLC",
  "summary": "Bowside Capital, LLC is an SEC-registered investment advisory firm in Charleston, SC, registered since 2022, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated June 16, 2026.",
  "citation": "AdvisorCensus. Bowside Capital, LLC (CRD 170509): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management",
    "Performance-based fees"
  ],
  "advisory_activity_labels": [
    "Portfolio management for pooled investment vehicles (other than investment companies)"
  ],
  "quick_answers": [
    {
      "q": "How is Bowside Capital, LLC compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Bowside Capital, LLC reports these compensation arrangements: a percentage of assets under its management; performance-based fees."
    },
    {
      "q": "Where is Bowside Capital, LLC located?",
      "a": "Bowside Capital, LLC's principal office is in Charleston, SC, according to its Form ADV."
    },
    {
      "q": "Is Bowside Capital, LLC registered with the SEC or a state?",
      "a": "Bowside Capital, LLC is an SEC-registered investment advisory firm, registered since 2022. Status as filed: Approved. CRD 170509."
    },
    {
      "q": "How much does Bowside Capital, LLC manage?",
      "a": "Bowside Capital, LLC reports $229,792,903 in regulatory assets under management in its Form ADV filing dated June 16, 2026 (100% discretionary)."
    },
    {
      "q": "How have Bowside Capital, LLC's assets and staff changed since 2021?",
      "a": "In the Form ADV data for Bowside Capital, LLC: Regulatory assets under management: $200,177,671 in the October 2022 data and $229,792,903 in the October 2026 data, up 15%. Total employees: 3 in October 2022 and 2 in October 2026. Assets under management move with markets as well as with clients coming and going."
    },
    {
      "q": "What types of clients does Bowside Capital, LLC serve?",
      "a": "By number of clients on Form ADV Item 5.D: pooled investment vehicles (other than investment companies and business development companies) (3)."
    },
    {
      "q": "Does Bowside Capital, LLC report any disciplinary disclosures?",
      "a": "Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/170509"
    }
  ],
  "filing_history": [
    {
      "period": "2021-10-01",
      "regulatory_assets_under_management": null,
      "total_employees": null,
      "filing_date": "2021-03-24"
    },
    {
      "period": "2022-10-01",
      "regulatory_assets_under_management": 200177671.0,
      "total_employees": 3,
      "filing_date": "2022-08-30"
    },
    {
      "period": "2023-10-01",
      "regulatory_assets_under_management": 187121821.0,
      "total_employees": 2,
      "filing_date": "2023-03-03"
    },
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": 226493001.0,
      "total_employees": 2,
      "filing_date": "2024-06-07"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 226271861.0,
      "total_employees": 2,
      "filing_date": "2025-06-27"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 229792903.0,
      "total_employees": 2,
      "filing_date": "2026-06-16"
    }
  ],
  "recent_changes": [],
  "fees_from_brochure": null,
  "custodians": [],
  "custodians_note": null,
  "markdown_url": "https://advisorcensus.com/firm/bowside-capital-llc-charleston-sc-170509.md",
  "clients": [
    {
      "type": "pooled_investment_vehicles",
      "label": "Pooled investment vehicles (other than investment companies and business development companies)",
      "count": 3,
      "fewer_than_5": false,
      "raum": 229792903.0
    }
  ],
  "disclosure_line": "Reports no disclosure items on Form ADV Item 11.",
  "disclosure_items": [],
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/170509",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}