BLACK OWL CAPITAL
Firm details
- Headquarters
- Charlotte, North Carolina
- CRD number
- 330161
- Registered since
- October 22, 2025
Firm profile
FINTRXOverview
Black Owl Capital is organized as a limited liability company and is registered with the SEC (registration year listed as 2025). Public filings indicate an individual ownership structure and an “unclassified” firm classification. The firm does not identify as a capital allocator, is not flagged as an active ESG investor, and is not designated as a multi-state adviser, pension consultant, or related adviser. Information about client segmentation, fee schedules, and specific advisory business lines was not provided.
Assets & Accounts
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
3 of 3KAREN HAGER
Chief Compliance OfficerCRD 4360272
DOUGLAS OSTROVER
Partner, Co-Chief Executive OfficerCRD 1292770
MARC LIPSCHULTZ
Co-CEOCRD 5801354
Contacts
1 of 1CHRISTOPHER SMALL
Head of Diversified FinancialsCRD 4503207
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Charlotte, NC
MECKLENBURG
Location
Charlotte, NC
Headquartered in Charlotte, NC, anchoring the Charlotte-Concord, NC-SC metro in the South.
- Metro area
- Charlotte-Concord, NC-SC
- Region
- South
- County
- MECKLENBURG
- Address
- 5960 Fairview Rd
- Time zone
- ET (UTC-5)
- Office locations
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