![Jeremy Held](data:image/svg+xml,<svg xmlns="http://www.w3.org/2000/svg" width="16" height="16" fill="%231b1b1b" class="bi bi-person-fill" viewBox="0 0 16 16"><path d="M3 14s-1 0-1-1 1-4 6-4 6 3 6 4-1 1-1 1zm5-6a3 3 0 1 0 0-6 3 3 0 0 0 0 6"/></svg>)
Jeremy Held
Directeur/Bestuurslid bij
PRINCIPAL REAL ESTATE INCOME FUND
Vermogen: 20 580 $ op 30-06-2026
Profiel
Jeremy D.
Held is Senior Vice President & Director of Research at ALPS Holdings, Inc. Mr. Held is Director at Habitat for Humanity of Metro Denver, Inc. Mr. Held is Partner at Bow River Asset Management LLC since 2019.
Mr. Held is Independent Trustee at Principal Real Estate Income Fund since 2017.
Mr. Held is President & Trustee at Bow River Capital Evergreen Private Markets Fund since 2020.
Former positions include Director at ALPS Variable Investment Trust, Senior Vice President & Director of Research at ALPS Advisors, Inc., and Senior Vice President at Red Rocks Capital LLC.
Education includes an undergraduate degree from the University of Colorado Boulder, conferred in 1996.
Bekende belangen in openbare bedrijven
| Onderneming | Datum | Aantal aandelen | Totale waarde | Waarderingsdatum |
|---|---|---|---|---|
| 31-12-2025 | 2.000 ( 0,03% ) | 20 580 $ | 30-06-2026 |
Actieve functies van Jeremy Held
| Bedrijven | Functie | Begin |
|---|---|---|
| PRINCIPAL REAL ESTATE INCOME FUND | Directeur/Bestuurslid | 01-12-2017 |
ALPS Holdings, Inc.
 ALPS Holdings, Inc. Investment ManagersFinance Provides financial asset servicing services and asset gathering solutions | Hoofd Techniek/Wetenschap/O&O | - |
Bow River Asset Management LLC
 Bow River Asset Management LLC Investment ManagersFinance Bow River Capital invest in lower middle market companies located in the United States with revenues of USD 25 - 200 million and EBITDA of USD 7 - 25 million. The firm focuses on companies in the fields of business services, industrial services, and healthcare services. It provides financing for recapitalizations and buyout transactions. | Private Equity Investor | - |
Habitat for Humanity of Metro Denver, Inc.
 Habitat for Humanity of Metro Denver, Inc. Services to the Health IndustryHealth Services Operates as a non-profit organization which builds & sells homes and provides community housing services | Directeur/Bestuurslid | - |
Bow River Capital Evergreen Private Markets Fund
 Bow River Capital Evergreen Private Markets Fund Investment Trusts/Mutual FundsMiscellaneous Functions as a closed-end investment fund or Investment trust | President | 21-04-2020 |
Eerdere bekende functies van Jeremy Held
| Bedrijven | Functie | Einde |
|---|---|---|
ALPS Variable Investment Trust | Directeur/Bestuurslid | - |
Red Rocks Capital LLC
 Red Rocks Capital LLC Investment ManagersFinance Red Rocks Capital specializes in investments in global, publicly-traded private equity companies. The firm has developed a proprietary database that identifies companies that pursue a highly disciplined and flexible capital allocation process, choosing investment projects that provide a high return on invested capital (ROIC). This approach utilizes a longer term investment horizon and capital return assumptions that is not restricted to any particular industry, geography, or business function. | Corporate Officer/Principal | - |
ALPS Advisors, Inc.
 ALPS Advisors, Inc. Investment ManagersFinance AAI offers innovative investment solutions designed to help advisors and investors build better portfolios. Through both their alternative investment products and access to specialty asset managers, the firm seeks to deliver portfolio solutions that allow investors to diversify their core holdings and obtain exposure to attractive investment themes. The firm’s exposure to alternatives and specialty managers is achieved primarily through ETFs, exchange-traded products, closed-end funds and open-end funds with the goal of providing access that is registered, liquid and fully transparent. | Directeur van Onderzoek - Eigen Vermogen | - |
Opleiding van Jeremy Held
Ervaring
Beklede functies
Actief
Inactief
Beursgenoteerde bedrijven
Bedrijven in privébezit
Connecties
63
Eerstegraads connecties
9
Bedrijven verbonden in de eerste graad
Man
Vrouw
Besturend
Uitvoerend
Verwante bedrijven
| Bedrijven in privébezit | 9 |
|---|---|
ALPS Variable Investment Trust | |
Bow River Asset Management LLC
Bow River Asset Management LLC Investment ManagersFinance Bow River Capital invest in lower middle market companies located in the United States with revenues of USD 25 - 200 million and EBITDA of USD 7 - 25 million. The firm focuses on companies in the fields of business services, industrial services, and healthcare services. It provides financing for recapitalizations and buyout transactions. | Finance |
Principal Real Estate Income Fund
 Principal Real Estate Income Fund Investment Trusts/Mutual FundsMiscellaneous Acts as Closed-End Investment Fund/Investment Trust | Miscellaneous |
ALPS Advisors, Inc.
ALPS Advisors, Inc. Investment ManagersFinance AAI offers innovative investment solutions designed to help advisors and investors build better portfolios. Through both their alternative investment products and access to specialty asset managers, the firm seeks to deliver portfolio solutions that allow investors to diversify their core holdings and obtain exposure to attractive investment themes. The firm’s exposure to alternatives and specialty managers is achieved primarily through ETFs, exchange-traded products, closed-end funds and open-end funds with the goal of providing access that is registered, liquid and fully transparent. | Finance |
Red Rocks Capital LLC
Red Rocks Capital LLC Investment ManagersFinance Red Rocks Capital specializes in investments in global, publicly-traded private equity companies. The firm has developed a proprietary database that identifies companies that pursue a highly disciplined and flexible capital allocation process, choosing investment projects that provide a high return on invested capital (ROIC). This approach utilizes a longer term investment horizon and capital return assumptions that is not restricted to any particular industry, geography, or business function. | Finance |
ALPS Holdings, Inc.
ALPS Holdings, Inc. Investment ManagersFinance Provides financial asset servicing services and asset gathering solutions | Finance |
Habitat for Humanity of Metro Denver, Inc.
Habitat for Humanity of Metro Denver, Inc. Services to the Health IndustryHealth Services Operates as a non-profit organization which builds & sells homes and provides community housing services | Health Services |
University of Colorado Boulder
 University of Colorado Boulder Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Bow River Capital Evergreen Private Markets Fund
Bow River Capital Evergreen Private Markets Fund Investment Trusts/Mutual FundsMiscellaneous Functions as a closed-end investment fund or Investment trust | Miscellaneous |
