OWLHOUSE CAPITAL LP

RIASEC RegisteredEst. 2025
Total AUM
$146M
Discretionary
$146M
100% of AUM
Avg account
$72.8M
Accounts
2
Employees
2
Advisory reps
1

Firm details

Headquarters
New York, New York
CRD number
328210
Registered since
July 28, 2025
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Owlhouse Capital LP is a limited partnership that operates as a hedge fund focused on institutional clients. The firm registered with the SEC in 2025 and provides portfolio management for pooled investment vehicles, acting in sponsor and general partner roles for its funds. Its fee schedule combines a percentage-of-AUM charge with performance-based fees, consistent with typical hedge fund economics. Owlhouse does not identify as an active ESG investor and is structured as a domestic entity with individual ownership elements.

Assets & Accounts

Public Holdings

Investments & Alternatives

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

1 of 1
  • WILLIAM GOTFREDSON-PRINCE

    Chief Compliance OfficerCRD 7867153

Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

FINTRX

ETF holdings

1 of 1

Active vs passive

$2.6M in ETFs

Passive

100%

$2.6M

Active

0%

$0

ETFProviderStyleCategoryValueShares% of portfolio
SPDR S&P 500 ETF TRUST (SPY)State StreetPassiveLarge Blend$2.6M4,059100.00%

Location

Primary office

New York, NY

NEW YORK

Location

New York, NY

Headquartered in New York, NY, 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
NEW YORK
Address
41 Madison Ave
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth