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Bow River Capital Selects UMB Fund Services as Administrator of Firm’s First Registered Closed End Interval Fund

January 7, 2021

Bow River Capital Selects UMB Fund Services as Administrator of Firm’s First Registered Closed End Interval Fund

January 7, 2021

MILWAUKEE (Jan. 7, 2021) – UMB Fund Services (UMBFS), a subsidiary of UMB Financial Corporation (Nasdaq: UMBF), is pleased to announce that it has been retained to provide fund administration services for Bow River Capital’s Evergreen Fund. The Bow River Capital Evergreen Fund is the firm’s first registered product.

“We are pleased to evolve our relationship with Bow River following the conversion of its private equity fund into a registered fund,” said Maureen Quill, executive vice president, executive director of registered funds at UMB Fund Services. “We look forward to supporting Bow River’s continued growth with our high-touch client service and expertise in all facets of registered fund administration.”

The partnership expands Bow River’s relationship with UMB Financial Corporation. UMB Bank, n.a., a subsidiary of UMB Financial Corporation, has provided a subscription line of credit and serves as trustee for Bow River Capital Real Estate Fund II. The bank also financed real estate assets held in the fund and currently maintains deposits for the fund.

As one of Denver’s largest private alternative asset management companies, Bow River is continuing to expand its investment focus in the lower middle market in three asset classes, including private equity, real estate and software growth equity.

“We are excited to partner with UMB Fund Services for fund administration of the Bow River Capital Evergreen Fund,” said Jeremy Held, managing director at Bow River. “We feel confident UMB Fund Services is the best fit to provide personalized service and embrace our commitment to offering a unique private equity solution to a wider investor base.”

UMBFS has been servicing registered investments for decades and the partnership with Bow River adds to its continued growth in the registered private equity fund space.

UMBFS also ranked as the top transfer agency for U.S. registered closed end funds based on the number of accounts serviced in the 2020 Mutual Fund Service Guide. In 2019, UMBFS was named Best Interval Fund Administrator in the Fund Intelligence Operations and Services Awards.

UMB Fund Services is a subsidiary of UMB Financial Corporation, offering a complete line of products and services to the fund industry, including fund administration, fund accounting, tax, investor services, and transfer agency, distribution* and custody*.

About Bow River Capital:

Founded in 2003, Bow River Capital is a private alternative asset management company based in Denver, Colorado, with Buyout, Real Estate, and Software Growth Equity platforms. The Bow River Capital funds focus on the lower middle market across a geographic area referred to as Bow River Capital’s Rodeo Region®, which encompasses the Rocky Mountains and surrounding states. Collectively, Bow River Capital has deployed capital into diverse industries, asset classes, and across the capital structure.

About UMB:

UMB Financial Corporation (Nasdaq: UMBF) is a financial services company headquartered in Kansas City, Missouri. UMB offers commercial banking, which includes comprehensive deposit, lending, and investment services, personal banking, which includes wealth management and financial planning services, and institutional banking, which includes asset servicing, corporate trust solutions, investment banking, and healthcare services. UMB operates branches throughout Missouri, Illinois, Colorado, Kansas, Oklahoma, Nebraska, Arizona, and Texas, and serves business and institutional clients nationwide. For more information, visit UMB.com, UMB Blog, UMB Facebook, and UMB LinkedIn, or follow us on Twitter at @UMBBank. For information about UMB’s operations, approach, and relief measures during the COVID-19 pandemic, please visit https://more.umb.com/covid-info/.

*Services provided by UMB Distribution Services, LLC and UMB Bank, n.a.

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James Darren Roberson
August 22, 2017 at The National, the annual NPH Educational Conference
August 28, 2017

I had no idea this service existed. I could have used it years ago! Great presentation and service!