Owls Nest Partners

RIASEC RegisteredEst. 2021

Total AUM

$441M

Discretionary

$441M

100% of AUM

Avg account

$33.9M

Accounts

Employees

Advisory reps

Firm details

Headquarters: Chadds Ford, Pennsylvania
CRD number: 289811
Registered since: April 12, 2021
Website: www.owlsnest.partners
Custodians: THE BANK OF NEW YORK MELLON, THE NORTHERN TRUST INTERNATIONAL BANKING CORPORATION, PERSHING LLC, FIDELITY DISTRIBUTORS COMPANY LLC, J.P. MORGAN SECURITIES INC., CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM, Performance Based Fees
Client types: Pooled Investment Vehicles62.64%
HNWI10.1%
Sovereign Wealth Funds9.17%
Charitable Organizations8.83%
Other Investment Advisers5.5%
Services: Portfolio Management for IndividualsPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Owls Nest Partners is a privately organized LLC that operates as a hedge fund adviser registered with the SEC in 2021. The firm serves primarily institutional clients and provides portfolio management across individual and pooled vehicles as well as for businesses and other institutions. Its compensation combines a percentage-of-AUM component with performance-based fees. Owls Nest does not present itself as an ESG-focused manager, is not a multi-state adviser, and does not act as a pension consultant. It also serves in sponsor and general partner capacities and acts as a managing member of pooled investment vehicles.