Night Owl Capital Management, LLC
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Overview
Night Owl Capital Management, LLC is a financial advisor firm located in Greenwich, Connecticut. Night Owl Capital Management, LLC manages $534.1 million in total assets across 293 accounts, placing it among the bigger firms in the nation by assets under management (AUM). The firm has a small team, including 5 financial advisors. Night Owl Capital Management, LLC is not a registered broker-dealer, meaning the firm is not able to buy and sell securities for its own accounts as well as its customers' and instead is required to go through a broker-dealer firm to do so. Securities are defined as exchangable financial assets like bonds, options and stocks.
Night Owl Capital Management, LLC oversees all of the firm's accounts in a discretionary manner. Discretionary management is a structure in which a portfolio manager has the discretion to make buy and sell decisions without needing to seek client consent. The advisory firm oversees an average of $1.8 million in assets for every client account. The average advisor at Night Owl Capital Management, LLC administers about 59 client accounts, placing it towards the middle in terms of personalization.
The company's main office is located at 102 Greenwich Avenue, Greenwich, Connecticut 6830. The company is allowed to serve customers throughout a number of states, including California, Colorado, Connecticut, Florida, Massachusetts, New Jersey, New York, North Carolina, Pennsylvania and Texas.
Assets Under Management
Number of Advisors
Disclosures
Office Location
Night Owl Capital Management, LLC by the Numbers
$534.1 million
9
293
$1.8 million
Fee Structure
Fees charged by financial advisors typically are based on which services are provided. However, fees charged by the firm typically consist of the following fee type: asset-based. Night Owl Capital Management, LLC does not supply a wrap fee program, in which the firm offers a bundle of services for a single fee.
Available
-
Offered by 69% of firms
Percentage of Assets
Unavailable
-
Find one of the 21% of firms that offer this fee type
Hourly
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Find one of the 1% of firms that offer this fee type
Commissions
-
Find one of the 26% of firms that offer this fee type
Performance-based
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Find one of the 0% of firms that offer this fee type
Subscription
-
Find one of the 32% of firms that offer this fee type
Fixed
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Find one of the 10% of firms that offer this fee type
Other
Types of Clients
The firm works with a broad range of clients. Night Owl Capital Management, LLC works with retail investors, high net worth investors, pooled investment vehicles, charitable organizations, insurance companies and corporations. Out of its 293 customers, Night Owl Capital Management, LLC's largest client type by number of accounts is high net worth investors, but it also manages money for 100 high-net-worth individuals. The SEC defines a high-net-worth individual as an individual who has at least $750,000 under management or a net worth of at least $1.50 million or who is deemed a "qualified purchaser" (a standard met by having at least $5 million in investments). Just 2% of the company's accounts are from outside of the U.S.
- High-Net-Worth Individuals* - 64.1%
- Other Individuals - 31.41%
- Corporations - 3.85%
- Charitable Organizations - 0.64%
* The U.S. Securities and Exchange Commission (SEC) defines a high-net-worth individual as someone who has at least $750,000 under management.
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Disclosures
Night Owl Capital Management, LLC does not have any disclosures.
Please visit its Form ADV for more details.
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Financial Advisors at Night Owl Capital Management, LLC
Greenwich, CT
Greenwich, CT
Greenwich, CT
Greenwich, CT
Greenwich, CT
Greenwich, CT
Greenwich, CT
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