Jeremy Held

Director/Board Member at PRINCIPAL REAL ESTATE INCOME FUND

Net worth: 19 660 $ as of 2026-05-30

52 year

63 connections

Finance

Miscellaneous

Health Services

Profile

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.

Known holdings in public companies

Company	Date	Number of shares	Valuation	Valuation date
PRINCIPAL REAL ESTATE INCOME FUND 0.03%	2025-12-30	2,000 ( 0.03% )	19 660 $	2026-05-30

Jeremy Held active positions

Companies	Position	Start
PRINCIPAL REAL ESTATE INCOME FUND	Director/Board Member	2017-11-30
ALPS Holdings, Inc. ALPS Holdings, Inc. Investment ManagersFinance Provides financial asset servicing services and asset gathering solutions	Chief Tech/Sci/R&D Officer	-
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	Director/Board Member	-
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	2020-04-20

All active positions of Jeremy Held

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 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.	Director of Research - Equity	-

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Training of Jeremy Held

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Linked companies

Private companies	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