# Bowside Capital, LLC

> 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.

- CRD: 170509
- Filed as: BOWSIDE CAPITAL, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Charleston, SC
- Filing period: October 2026
- Form ADV filing dated: June 16, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/170509
- AdvisorCensus page: https://advisorcensus.com/firm/bowside-capital-llc-charleston-sc-170509

## Quick answers

**How is Bowside Capital, LLC compensated?**
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.

**Where is Bowside Capital, LLC located?**
Bowside Capital, LLC's principal office is in Charleston, SC, according to its Form ADV.

**Is Bowside Capital, LLC registered with the SEC or a state?**
Bowside Capital, LLC is an SEC-registered investment advisory firm, registered since 2022. Status as filed: Approved. CRD 170509.

**How much does Bowside Capital, LLC manage?**
Bowside Capital, LLC reports $229,792,903 in regulatory assets under management in its Form ADV filing dated June 16, 2026 (100% discretionary).

**How have Bowside Capital, LLC's assets and staff changed since 2021?**
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.

**What types of clients does Bowside Capital, LLC serve?**
By number of clients on Form ADV Item 5.D: pooled investment vehicles (other than investment companies and business development companies) (3).

**Does Bowside Capital, LLC report any disciplinary disclosures?**
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

## 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: $229,792,903
- Discretionary: $229,792,903
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Pooled investment vehicles (other than investment companies and business development companies) | 3 | $229,792,903 |

### Advisory services (Item 5.G)
- Portfolio management for pooled investment vehicles (other than investment companies)

### Firm details
- Registered since: 2022 (4 years)
- Employees: 2 total, 2 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: SC
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- bowsidecapital.com

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | Not reported | Not reported | March 24, 2021 |
| October 2022 | $200,177,671 | 3 | August 30, 2022 |
| October 2023 | $187,121,821 | 2 | March 3, 2023 |
| October 2024 | $226,493,001 | 2 | June 7, 2024 |
| October 2025 | $226,271,861 | 2 | June 27, 2025 |
| October 2026 | $229,792,903 | 2 | June 16, 2026 |

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.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Bowside Capital, LLC (CRD 170509): Form ADV filing data as of October 2026.