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 operating as a hedge fund that manages pooled vehicles for institutional clients. The firm acts as an investment adviser to at least one private hedge fund and performs portfolio management for pooled investment vehicles while also serving in sponsor/GP and CPO/CTA capacities for those vehicles. Its compensation structure includes both an asset-based management fee and performance-based fees. Owlhouse does not flag itself as an active ESG investor.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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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

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ETF holdings

1 of 1

Active vs passive

$63.3K in ETFs

Passive

100%

$63.3K

Active

0%

$0

ETFProviderStyleCategoryValueShares% of portfolio
INVESCO QQQ TRUST SERIES 1 (QQQ)InvescoPassiveLarge Growth$63.3K86100.00%

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