Lions Bridge Financial Advisors

Retirement Planning Firm in Newport News, VA

Firm Info
Address: 2110 William Styron Square S, Newport News, VA 23606, USA
Phone: 2125545708

Firm Size
Assets Under Management: $549.1 million
# of Advisors: 3
# of Clients: 11
Client to Advisor Ratio: 4:1
Average Account Size: $49.9 million
# of Offices: 1

Services Offered
  • Portfolio Management for Individuals & Small Businesses
  • Portfolio Management of Pooled Investment Vehicles

Types of Clients
  • Pooled Investment Vehicles

Available Fee Structures
  • Percentage of Assets Under Management (AUM)
  • Performance-based Fees
  • Other

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Bow Street LLC Overview

BOW STREET LLC is a registered investment advisory firm that operates on a fee-based fee arrangement. The firm is headquartered in New York City and has been in business since 2017. As a commodity pool operator and advisor, BOW STREET LLC provides investment advice to individuals and small businesses. One of the key services offered by BOW STREET LLC is portfolio management. The firm specializes in managing portfolios for individuals and small businesses, offering tailored investment advice to meet their specific needs. With its expertise in portfolio management, BOW STREET LLC helps clients maximize their investments and achieve their financial goals. In addition to portfolio management, BOW STREET LLC also manages pooled investment vehicles. As a commodity pool operator, the firm provides investment advice to a group of investors who pool their resources together to invest in commodities. With its comprehensive approach to investment advice, BOW STREET LLC helps investors navigate the complex world of commodities and achieve their investment objectives. Overall, BOW STREET LLC is a trusted investment advisory firm that provides expert guidance and portfolio management services to help clients achieve their financial goals.

BOW STREET LLC is a financial advisory firm that caters to various types of clients. The firm has expertise in serving pooled investment vehicles, which includes hedge funds and private equity funds. These clients benefit from BOW STREET LLC's extensive knowledge and experience in portfolio management, risk analysis, and investment strategy development. Additionally, the firm also serves high-net-worth individuals, family offices, and institutional investors who seek a customized approach to their investment needs. BOW STREET LLC offers clients fee structures that are tailored to their specific services and requirements. Clients who avail of traditional asset management services, such as portfolio diversification and security selection, are charged a percentage of their assets under management (AUM). This fee is usually calculated annually as a percentage of the portfolio's total value. Performance-based fees are also available, catering to clients who require more hands-on management and investment strategies. Under this fee structure, the firm takes a percentage of the profits earned on the client's portfolio. Lastly, BOW STREET LLC also offers other types of fees, such as hourly or project-based fees, for clients who require services outside of traditional investment management. These fees include consulting, financial planning, and assistance with mergers and acquisitions.

Typical Clients, Fee Structures & Investment Minimum

According to Bow Street LLC's Part 2 Brochure, the firm has established a minimum dollar amount to invest in each fund. However, the specific investment minimum is not mentioned in the brochure. Instead, the brochure states that the minimum account size and any initial and additional subscription minimums are disclosed in the applicable Offering Documents for each fund. Bow Street LLC also reserves the right to waive or alter the minimum investment amount at its discretion.

How This Office Can Help Newport News, VA Residents

As a financial advisor with Thrivent Financial, Lauren Althaus is dedicated to helping her clients in Ontario, CA navigate their financial lives with confidence. Whether someone is just starting out in their career, nearing retirement, or facing other complex financial situations, Lauren works closely with them to assess their unique needs and goals and create a personalized plan to help them build wealth and achieve financial security. In Ontario, CA, many people may be faced with challenges such as saving for retirement, paying off debt, and managing living expenses in a high-cost-of-living area. Lauren Althaus is adept at helping her clients address these issues and more, from assisting with investment strategies to planning for education costs and protecting against unexpected events. Through her deep knowledge of the financial industry, Lauren is able to provide her Ontario, CA clients with the guidance and support they need to achieve their financial dreams.

To view the Minimum Investment and Fee Schedule for Bow Street LLC, visit their Part 2 Brochure.

Services Offered by Bow Street LLC

Core Advisor Services
Financial Planning

Financial planning services encompass the process of devising strategies for your future financial well-being, including preparing for events such as retirement, funding your child's college education, or planning for the transfer of assets.

Portfolio Management for Individuals & Small Businesses

Portfolio management entails the careful selection and strategic management of investment combinations tailored to meet the needs of individuals and small businesses.

Market Timing Services

Market timing services involve the endeavor to generate short-term profits from investments by capitalizing on opportunities to buy at low prices and sell at high prices.

Other Services
Selection of Other Advisors

The firm provides support in selecting and engaging other advisors who possess specialized expertise to complement your financial needs.

Publication of Periodicals or Newsletters

The firm engages in the dissemination of diverse financial educational materials through the publication of periodicals.

Educational Seminars & Workshops

The firm organizes and conducts seminars or workshops aimed at enlightening investors on various financial concepts.


Fee Structures

Financial advisory fees usually are based on the services provided. Fee types charged by Bow Street LLC most likely consist of the following fee types: asset-based, hourly or fixed. Wrap fee programs, or the practice of bundling services for a single fee, are not offered by the firm.

Available
Percentage of Assets Under Management (AUM)
Performance-based Fees
Other
Unavailable
Hourly
Subscription (Newsletter or Periodical)
Fixed Fees (Other than subscription)
Commissions

Types of Clients


This Office Location

Firm location 2110 William Styron Square S, Newport News, VA 23606, USA
Phone 2125545708
Directions
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Other Office Locations

Firm Headquarters
Firm headquarters location 595 MADISON AVENUE, 29TH FLOOR, NEW YORK, NY 10022, United States

This firm has no other locations.


Disciplinary History

Bow Street LLC does not have any disclosures. Please visit it's Form ADV for more details.