Sanguine Owl, Lc

Overview

Sanguine Owl, Lc is a small, fee-based advisory firm organized as an LLC that provides discretionary portfolio management to individuals, small businesses and pooled investment vehicles. The firm tilts heavily toward publicly traded equities as its preferred asset class, and it operates on a percentage-of-AUM fee model. Its advisory scope includes direct portfolio management for individual clients as well as management of pooled vehicles that can be used to deploy less liquid or structured exposures. The firm does not identify as an ESG-focused manager and it is not positioned as a pension consultant or multi-state adviser. Given its size and custodian choice, Sanguine Owl appears to run a hands-on, execution-focused practice that mixes exchange-traded liquidity with selective allocations to private-market strategies through third-party managers.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices