Bowsprit Capital Management LLC is a registered investment advisor to self-employed professionals and/or their business entities in New York, Florida, and Texas. We offer investment management of publicly traded securities in client accounts held by Interactive Brokers (IBKR) and Charles Schwab (SCHW):

Standard brokerage accounts managed:

  • Small business entity
  • Individual & Joint
  • Trust

Retirement brokerage accounts managed:

  • Traditional IRA
  • Roth IRA
  • SEP IRA
  • Individual/Solo 401(k)

Minor accounts managed:

  • UGMA/UTMA

Bowsprit Capital Management LLC is a registered investment adviser located in Rye, New York. Bowsprit Capital Management LLC may only transact business in those states in which it is registered, or qualifies for an exemption or exclusion from registration requirements. Bowsprit Capital Management LLC’s web site is limited to the dissemination of general information pertaining to its advisory services, together with access to additional investment-related information, publications, and links. Accordingly, the publication of Bowsprit Capital Management LLC’s web site on the Internet should not be construed by any consumer and/or prospective client as Bowsprit Capital Management LLC’ solicitation to effect, or attempt to effect transactions in securities, or the rendering of personalized investment advice for compensation, over the Internet. Any subsequent, direct communication by Bowsprit Capital Management LLC with a prospective client shall be conducted by a representative that is either registered or qualifies for an exemption or exclusion from registration in the state where the prospective client resides. For information pertaining to the registration status of Bowsprit Capital Management LLC, please contact the state securities regulators for those states in which Bowsprit Capital Management LLC maintains a registration filing. A copy of Bowsprit Capital Management LLC’s current written disclosure statement discussing Bowsprit Capital Management LLC’s business operations, services, and fees is available at the SEC’s investment adviser public information website – www.adviserinfo.sec.gov or from Bowsprit Capital Management LLC upon written request. Bowsprit Capital Management LLC does not make any representations or warranties as to the accuracy, timeliness, suitability, completeness, or relevance of any information prepared by any unaffiliated third party, whether linked to Bowsprit Capital Management LLC’s web site or incorporated herein, and takes no responsibility therefor. All such information is provided solely for convenience purposes only and all users thereof should be guided accordingly.

This website and information are provided for guidance and information purposes only.  Investments involve risk and unless otherwise stated, are not guaranteed. There are no warranties implied. Be sure to first consult with a qualified financial adviser and/or tax professional before implementing any strategy.  This website and information are not intended to provide investment, tax, or legal advice.

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