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Bowling Portfolio Management LLC

Legal Name: BOWLING PORTFOLIO MANAGEMENT LLC

Full Contact Details

Bowling Portfolio Management LLC

4030 SMITH ROAD, SUITE 140, CINCINNATI, OH

513-871-7776

513-871-7791


Other Info

Bowling Portfolio Management LLC is legally known as BOWLING PORTFOLIO MANAGEMENT LLC. It is a DE Limited Liability Company. This firm has 8 employees, of which 3 are employees in advisory roles. The number of clients served by it is unknown. The firm's last reported SEC (U.S. Securities and Exchange Commission) status is listed as “Approved”, with a registration date of Nov 23, 2004.

Bowling Portfolio Management
Bowling Portfolio Management

Phone (513) 871-7776 Fax (513) 871-7791 Home Institutional Clients Individual Clients About Us Our Team Contact Us Search Menu WE AREBOWLINGPORTFOLIO MANAGEMENT LLCBowling Portfolio Management LLC, founded in 1982, specializes in equity management of U.S. equity portfolios for its clients.Learn More…


Direct Owners

  • DARREN CHARLES KAVESH

    LLC MEMBER/EXECUTIVE COMMITTEE MEMBER/CHIEF INVESTMENT OFFICER owns more than 25% but less than 50%

  • KATHLEEN ANN WAYNER

    LLC MEMBER/EXECUTIVE COMMITTEE MEMBER/PRESIDENT, CHIEF EXECUTIVE OFFICER owns more than 50% but less than 75%

  • PATRICIA CAPAL POWELL

    VICE PRESIDENT & CHIEF COMPLIANCE OFFICER owns less than 5%

Top Holdings

Period of report: Jun 30, 2019 | Effectiveness Date: Jul 25, 2019

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