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 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
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 6Michael Giove
AnalystCRD 7744741
Akshat Piprottar
AnalystCRD 7390581
EILEEN OHNELL
PresidentCRD 4249371
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 3Active vs passive
$53M in ETFs
100%
$53M
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 | $23.4M | 255,441 | 44.20% |
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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