Night Owl Capital Management, LLC
Firm details
- Headquarters
- Greenwich, Connecticut
- CRD number
- 106030
- Registered since
- December 6, 1993
- Website
- nightowlcapital.com
- Custodians
- FIDELITY DISTRIBUTORS COMPANY LLC, CHARLES SCHWAB & CO., INC., WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC
- Fee structure
- Percentage of AUM
- Client types
- HNWI65.6%
- Pooled Investment Vehicles20.24%
- Corporations / Businesses6.81%
- Charitable Organizations4.67%
- Individuals2.24%
- Services
- Portfolio Management for IndividualsPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
Night Owl Capital Management, LLC is an SEC-registered investment adviser organized as an LLC and operating as a hedge fund manager. The firm works with both individual/family and institutional clients and charges fees as a percentage of assets under management. Its advisory services include discretionary portfolio management across individuals and small businesses, pooled investment vehicles, and institutional accounts. Night Owl is not an active ESG investor and does not identify as a multi-state or newly formed adviser. The firm also serves in sponsor and general partner roles for pooled vehicles it manages.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities80%
- Cash & Cash Equivalents16%
- US Government Bonds4%
Contacts
3 of 5
Eileen Ohnell
PresidentCRD 4249371
John Kim
Principal & Portfolio ManagerCRD 4249417
Michael Cowell
Operations AnalystCRD 6805756
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 3Active vs passive
$71.2M in ETFs
100%
$71.2M
0%
$0
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| STATE STREET(R) SPDR(R) BLOOMBERG 1-3 MONTH T-BILL ETF (BIL) | State Street | Passive | Ultrashort Bond | $31.7M | 345,464 | 44.49% |
Location
Greenwich, CT
Fairfield
Location
Greenwich, CT
Headquartered in Greenwich, CT, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.
- Metro area
- New York-Newark, NY-NJ-CT-PA
- Region
- Northeast
- County
- Fairfield
- Address
- 102 Greenwich Ave
- Time zone
- ET (UTC-5)
- Office locations
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