Bow Street LLC

Bow Street LLC, established in 2011, is a New York-based investment advisor specializing in achieving capital appreciation for clients through targeted investment funds. The firm, owned by Managing Partners Howard Shainker and Akiva Katz, offers discretionary investment advisory services to privately offered pooled investment vehicles and separately managed accounts. As of December 31, 2024, Bow Street managed $672,963,364 in regulatory assets under management. Clients are charged management fees up to 1.5% per annum and performance fees of up to 20% based on the net increase in each Fund's value. The firm may waive or reduce fees for certain investors at its discretion. Bow Street's investment strategies are based on fundamental research to capitalize on global dislocations and catalysts across various asset classes. The firm invests in a range of securities, including equities, fixed income, derivatives, and real estate investment trusts. Clients include institutional investors, fund of hedge funds, private bank clients, and high-net-worth individuals. Bow Street does not participate in wrap fee programs and does not accept compensation for the sale of securities. The firm has implemented a Code of Ethics and proxy voting policies to ensure fiduciary duty to clients. Bow Street's custody procedures safeguard client assets, and the firm has no disciplinary history or financial issues.