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Allegis Investment Services
Allegis Investment Services, LLC was formed in Idaho in 2013. Heath Shayne Bowen served as co-founder and president. The firm executed strategies including...
Allegis Investment Services
Allegis Investment Services, LLC was formed in Idaho in 2013. Heath Shayne Bowen served as co-founder and president. The firm executed strategies including co-investments and buyouts. Confirmed holdings involved Crew Capital Group and Navigation Capital Group. Operations spanned the United States with exposure to real estate and financial services. AUM reached 1322 million USD. The firm maintained relationships with service providers including Wells Fargo Bank through 2022. No additional offices are recorded. Governance centered on named principals with direct ownership through holding entities such as Wingman, LLC.
General information
Firm type
Pension Fund
Year founded
2013
AUM
1322 (Altss estimate)
Location
Region
North America
Country
United States
City
Detroit
Corporate office
Ally Detroit Center, 500 Woodward Avenue Suite 3000, Detroit, MI, United States
Principals
Heath Shayne Bowen
Founder
Peter Gerhard Klaass
Founder
Sector focus
Frequently asked questions
Who runs investment decisions at Allegis Investment Services?
Heath Shayne Bowen and Peter Gerhard Klaass served as founders with direct involvement in operations.
Does Allegis Investment Services participate in fund commitments or only direct deals?
Records show both co-investment activity and direct ownership in operating businesses.
Where does the underlying wealth come from?
No public disclosure identifies a single family or corporate wealth source.
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
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