NIGHT OWL CAPITAL MANAGEMENT, LLC

RIASEC RegisteredEst. 1993
Total AUM
$1.1B
Discretionary
$1.1B
100% of AUM
Avg account
$3.2M
Accounts
340
Employees
8
Advisory reps
6

Firm details

Headquarters
GREENWICH, Connecticut
CRD number
106030
Registered since
December 6, 1993
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

FINTRX

Overview

Night Owl Capital Management, LLC is a privately owned LLC operating as a hedge-fund style investment adviser since its SEC registration in 1993. The firm provides portfolio management across separate accounts and pooled vehicles for individuals, families and institutional clients. It manages at least one adviser-sponsored pooled vehicle (acting as GP/managing member) and charges fees based on a percentage of assets under management. Night Owl does not identify as an active ESG investor and its stated advisory activities emphasize direct portfolio management rather than broader pension consulting or multi-state adviser services.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 80%, Cash & Cash Equivalents 16%, US Government Bonds 4%80%
  • Exchange Traded Equities80%
  • Cash & Cash Equivalents16%
  • US Government Bonds4%

Contacts

3 of 6
  • Michael Giove

    AnalystCRD 7744741

  • Akshat Piprottar

    AnalystCRD 7390581

  • EILEEN OHNELL

    PresidentCRD 4249371

Unlock 3 more contacts

Wealth teams

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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 3

Active vs passive

$53M in ETFs

Passive

100%

$53M

Active

0%

$0

ETFProviderStyleCategoryValueShares% of portfolio
STATE STREET(R) SPDR(R) BLOOMBERG 1-3 MONTH T-BILL ETF (BIL)State StreetPassiveUltrashort Bond$23.4M255,44144.20%

Location

Primary office

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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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth