PPrivate Fund Data Log in Join · $37/mo

Bowen, Hanes & Co Inc

● SEC registered since 1980CRD 105153SEC# 801-15530Ponte Vedra Beach, FL
Export (members)
Reg. AUM
$4.3B
Employees
10
Accounts
204
Location
Ponte Vedra Beach, FL

Bowen, Hanes & Co Inc assets under management

Bowen, Hanes & Co Inc is an investment advisory firm registered with the SEC based in Ponte Vedra Beach, FL. The firm has been registered since 1980. It reports $4.3 billion in regulatory assets under management and employs 10 people.

Bowen, Hanes & Co Inc owners & executives

3 reported
NameTitleOwnershipSince
David Lee Kelly ControlExecutive Vice President/Chief Compliance OfficerUnder 5%2003
Frank Borden Hanes ControlManaging DirectorUnder 5%1992
Harold Jenkins Bowen ControlPresident, Director, ShareholderOver 75%1995

Frequently asked questions

How much does Bowen, Hanes & Co Inc manage?

Bowen, Hanes & Co Inc reports $4.3 billion in regulatory assets under management on its Form ADV.

How many employees does Bowen, Hanes & Co Inc have?

Bowen, Hanes & Co Inc reports 10 employees.

Where is Bowen, Hanes & Co Inc located?

Bowen, Hanes & Co Inc is based in Ponte Vedra Beach, FL and has been SEC-registered since 1980.

Does Bowen, Hanes & Co Inc disclose fund performance?

Bowen, Hanes & Co Inc is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address135 Professional Drive, Suite 103, Ponte Vedra Beach, FL 32082
Phone404-995-0507
Office hours9:00 a.m. To 5:00 p.m.
SEC regionMiami Regional Office (MIRO)
CIK107758
Discloses disciplinary historyNo

Assets under management

Discretionary$4.3B
Non-discretionary$0
Total (RAUM)$4.3B