Jeremy Held
Director/Board Member at PRINCIPAL REAL ESTATE INCOME FUND
Profile
Mr. Jeremy D.
Held, CFA, is a President & Trustee at Bow River Capital Evergreen Private Markets Fund, a Managing Director at Bow River Asset Management LLC, an Independent Trustee at Principal Real Estate Income Fund, a Managing Director, Evergreen platform at Bow River Asset Management LLC/Private Credit/ and a Senior Vice President & Director of Research at ALPS Holdings, Inc. He is on the Board of Directors at Bow River Capital Evergreen Private Markets Fund, Principal Real Estate Income Fund and Habitat for Humanity of Metro Denver, Inc. Mr. Held was previously employed as a Senior Vice President & Director of Research by ALPS Advisors, Inc. and a Senior Vice President by Red Rocks Capital LLC.
He also served on the board at ALPS Variable Investment Trust.
He received his undergraduate degree from the University of Colorado Boulder.
Jeremy Held active positions
Companies | Position | Start |
---|---|---|
PRINCIPAL REAL ESTATE INCOME FUND | Director/Board Member | 01/12/2017 |
ALPS Holdings, Inc.
ALPS Holdings, Inc. Investment ManagersFinance ALPS Holdings, Inc. operates as a holding company which through its business units provides investment products and servicing solutions to the financial services industry. The firm's business units include ALPS Advisors, ALPS Fund Services and ALPS Distributors. It delivers asset management and asset servicing solutions through offices in Boston, Golden, New York, Seattle and Toronto. The company was founded in June 1985 and is headquartered in Denver, CO. | Chief Tech/Sci/R&D Officer | - |
Bow River Asset Management LLC
Bow River Asset Management LLC Investment ManagersFinance Bow River Capital Management LLC (Bow River Capital) is a private equity firm founded in 2003 by Blair E. Richardson, Bruno Darré, and Eric B. Wolf. The firm is headquartered in Denver Colorado. | Private Equity Analyst | 01/09/2019 |
Habitat for Humanity of Metro Denver, Inc.
Habitat for Humanity of Metro Denver, Inc. Services to the Health IndustryHealth Services Habitat for Humanity of Metro Denver, Inc. operates as a non-profit organization which builds & sells homes and provides community housing services. It offers homeownership, home repair, neighborhood revitalization programs. The company was founded by Millard Fuller and Linda Fuller in 1979 and is headquartered in Denver, CO. | Director/Board Member | - |
Bow River Capital Evergreen Private Markets Fund
Bow River Capital Evergreen Private Markets Fund Investment Trusts/Mutual FundsMiscellaneous Bow River Capital Evergreen Private Markets Fund is a closed-end management investment company, which engages in the business of generating long-term capital appreciation by investing in a portfolio of private equity investments. The firm is also involved in investing in the lower and middle market in four asset classes such as private credit, private equity, real estate, and software growth equity. The company was founded on April 21, 2020 and is headquartered in Denver, CO. | President | 21/04/2020 |
Bow River Asset Management LLC/Private Credit/
Bow River Asset Management LLC/Private Credit/ Investment ManagersFinance Bow River Asset Management LLC/Private Credit/ is a firm, a subsidiary of Bow River Asset Management LLC. Bow River Asset Management LLC/Private Credit/ is headquartered in. | Private Equity Investor | - |
Former positions of Jeremy Held
Companies | Position | End |
---|---|---|
ALPS Variable Investment Trust | Director/Board Member | - |
Red Rocks Capital LLC
Red Rocks Capital LLC Investment ManagersFinance Red Rocks Capital LLC is a registered investment advisor headquartered in Golden, Colorado. It was founded by Adam Goldman and Mark Sunderhuse in 2003. The firm is a wholly-owned subsidiary of ALPS Advisors, Inc., which is ultimately owned by SS&C Technologies Holdings, Inc. (NASDAQ: SSNC). Red Rocks Capital provides investment advice to trusts, estates, charitable organizations, investment companies, collective investment trusts, pension plans and corporations. | Corporate Officer/Principal | - |
ALPS Advisors, Inc.
ALPS Advisors, Inc. Investment ManagersFinance ALPS Advisers, Inc. (AAI) is a SEC-registered investment advisor headquartered in Denver, Colorado. The firm was founded in 2006 and is a subsidiary of ALPS Holdings, Inc., ultimately held by SS&C Technologies Holdings, Inc. (NASDAQ: SSNC). AAI provides discretionary investment management services exclusively to registered investment companies. | Director of Research - Equity | - |
Training of Jeremy Held
University of Colorado Boulder | Undergraduate Degree |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
Private companies | 9 |
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ALPS Holdings, Inc.
ALPS Holdings, Inc. Investment ManagersFinance ALPS Holdings, Inc. operates as a holding company which through its business units provides investment products and servicing solutions to the financial services industry. The firm's business units include ALPS Advisors, ALPS Fund Services and ALPS Distributors. It delivers asset management and asset servicing solutions through offices in Boston, Golden, New York, Seattle and Toronto. The company was founded in June 1985 and is headquartered in Denver, CO. | Finance |
ALPS Advisors, Inc.
ALPS Advisors, Inc. Investment ManagersFinance ALPS Advisers, Inc. (AAI) is a SEC-registered investment advisor headquartered in Denver, Colorado. The firm was founded in 2006 and is a subsidiary of ALPS Holdings, Inc., ultimately held by SS&C Technologies Holdings, Inc. (NASDAQ: SSNC). AAI provides discretionary investment management services exclusively to registered investment companies. | Finance |
Principal Real Estate Income Fund
Principal Real Estate Income Fund Investment Trusts/Mutual FundsMiscellaneous Principal Real Estate Income Fund is a closed-end investment company, which seeks to provide high current income, with capital appreciation as a secondary objective, by investing in commercial real estate-related securities. The company was founded on June 25, 2013 and is headquartered in Denver, CO. | Miscellaneous |
ALPS Variable Investment Trust | |
Red Rocks Capital LLC
Red Rocks Capital LLC Investment ManagersFinance Red Rocks Capital LLC is a registered investment advisor headquartered in Golden, Colorado. It was founded by Adam Goldman and Mark Sunderhuse in 2003. The firm is a wholly-owned subsidiary of ALPS Advisors, Inc., which is ultimately owned by SS&C Technologies Holdings, Inc. (NASDAQ: SSNC). Red Rocks Capital provides investment advice to trusts, estates, charitable organizations, investment companies, collective investment trusts, pension plans and corporations. | Finance |
Bow River Asset Management LLC
Bow River Asset Management LLC Investment ManagersFinance Bow River Capital Management LLC (Bow River Capital) is a private equity firm founded in 2003 by Blair E. Richardson, Bruno Darré, and Eric B. Wolf. The firm is headquartered in Denver Colorado. | Finance |
Habitat for Humanity of Metro Denver, Inc.
Habitat for Humanity of Metro Denver, Inc. Services to the Health IndustryHealth Services Habitat for Humanity of Metro Denver, Inc. operates as a non-profit organization which builds & sells homes and provides community housing services. It offers homeownership, home repair, neighborhood revitalization programs. The company was founded by Millard Fuller and Linda Fuller in 1979 and is headquartered in Denver, CO. | Health Services |
Bow River Capital Evergreen Private Markets Fund
Bow River Capital Evergreen Private Markets Fund Investment Trusts/Mutual FundsMiscellaneous Bow River Capital Evergreen Private Markets Fund is a closed-end management investment company, which engages in the business of generating long-term capital appreciation by investing in a portfolio of private equity investments. The firm is also involved in investing in the lower and middle market in four asset classes such as private credit, private equity, real estate, and software growth equity. The company was founded on April 21, 2020 and is headquartered in Denver, CO. | Miscellaneous |
Bow River Asset Management LLC/Private Credit/
Bow River Asset Management LLC/Private Credit/ Investment ManagersFinance Bow River Asset Management LLC/Private Credit/ is a firm, a subsidiary of Bow River Asset Management LLC. Bow River Asset Management LLC/Private Credit/ is headquartered in. | Finance |
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