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 LLC is a small, SEC-registered investment adviser organized as an LLC and operating as a hedge fund manager. Registered in 2021, the firm serves an institutional client base and combines percentage-of-AUM billing with performance-based fees, a fee mix typical of active, compensated-for-outperformance strategies. Its advisory activities span portfolio management for individuals and small businesses, pooled investment vehicles, and institutional or business clients. The firm also serves as sponsor/GP/managing member of pooled vehicles rather than acting primarily as a capital allocator. Owls Nest is not identified as an active ESG investor.