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Stephen James Bowen

KALMAR INVESTMENT ADVISERS·WILMINGTON, Delaware
SIE, Series 7, Series 63, Series 66Clean record8 years registeredKALMAR INVESTMENT ADVISERS
BARLEY MILL HOUSE, WILMINGTON, DE 19807CRD# 4105844Firm CRD# 106282

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Stephen James Bowen · WILMINGTON, DE
Registration
CRD #4105844 · KALMAR INVESTMENT ADVISERS · 8 years registered
Brand Profile
Not yet started
01

Career History

WILLIAM BLAIR & COMPANY L.L.C.
Jun 2018 – present
WILLIAM BLAIR
Jun 2018 – present
02

Registrations & Exams

FINRA examinations passed
SIE
Series 7
Series 63
Series 66
Registration record
First registered · June 4, 2018
Years registered · 8
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
KALMAR INVESTMENT ADVISERS
CRD 106282 · SEC 801-53608
AUM
$1.5B
Regulatory assets under management
Employees
24
2 client accounts
Services offered by KALMAR INVESTMENT ADVISERS
Per Form ADV
Portfolio management (pooled investments)
Client types served by the firm
Per Form ADV
Institutional Investors
View all advisors at KALMAR INVESTMENT ADVISERS →
Introduction

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05

Frequently Asked Questions

What services does Stephen James Bowen offer?
Stephen James Bowen specializes in Investment Management. Contact their office in WILMINGTON, Delaware for a consultation.
What are Stephen James Bowen's credentials?
Stephen James Bowen is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Stephen James Bowen located?
Stephen James Bowen is based in WILMINGTON, Delaware, working with KALMAR INVESTMENT ADVISERS. Their office serves clients in the WILMINGTON metropolitan area and surrounding communities.
How does Stephen James Bowen charge for services?
Stephen James Bowen's firm is compensated through percentage of aum, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is KALMAR INVESTMENT ADVISERS?
KALMAR INVESTMENT ADVISERS has approximately 24 employees and manages $1.5B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at KALMAR INVESTMENT ADVISERS

Gregory Scott Travers
WILMINGTON, DE
Ford Bowman Draper
WILMINGTON, DE
Dana Ford Walker
WILMINGTON, DE

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