Night Owl Capital Management, LLC

CRD#106030
Investment Advisor Firm

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Learn more about Night Owl Capital Management, LLC

  • Overview
  • By the Numbers
  • Fee Structure
  • Types of Clients
  • Disclosures
  • State Registrations
  • Office Locations
  • Firm Advisors

    • 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

    $534.1 million

    Number of Advisors

    5

    Disclosures

    No

    Office Location

    102 Greenwich Avenue
    Greenwich, CT 06830

    Night Owl Capital Management, LLC by the Numbers

    Total Assets Under Management

    $534.1 million

    National Average: $8.6 billion
    Total Number of Employees

    9

    National Average: 64
    Total Number of Accounts

    293

    National Average: 375,227
    Average Account Size

    $1.8 million

    National Average: $23.0 thousand
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    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

      Show Explanation

      This fee, which is the most common fee type charged by advisors for portfolio management, is based on the amount of assets you have under management. Also referred to as an asset-based fee, this fee typically ranges from 0.50%-2.00% of AUM annually. You'll typically pay a lower rate the more assets you have under management.

    Unavailable

    • Find one of the 21% of firms that offer this fee type

      Hourly

      Show Explanation

      Like a lawyer, a financial advisor may charge you by the hour. This can be helpful if you are only looking for short-term or one-time advice. Rates typically range from $100-$300 per hour, depending on the complexity and level of services needed.

    • Find one of the 1% of firms that offer this fee type

      Commissions

      Show Explanation

      Occasionally, advisors earn commissions from selling financial products, such as securities or insurance policies, or making certain referrals or transactions. Advisors who earn commissions may be incentivized to make certain recommendations to clients in order to make a commission. Fee-only advisors do not earn commissions, while fee-based advisors may.

    • Find one of the 26% of firms that offer this fee type

      Performance-based

      Show Explanation

      Advisors only earn performance-based fees if a portfolio outperforms a defined benchmark. This fee may be calculated in a number of ways but most commonly is charged as a percentage of investment profits. Performance-based fees may incentivize advisors to make riskier decisions in order to generate higher returns.

    • Find one of the 0% of firms that offer this fee type

      Subscription

      Show Explanation

      Firms generally charge this fee for educational materials provided, such as a monthly magazine. This can be useful if you want to learn about investing or financial management on your own.

    • Find one of the 32% of firms that offer this fee type

      Fixed

      Show Explanation

      Fixed fees are a one-time, lump sum charged for a specific service, like the creation of a financial plan without subsequent implementation. This can be useful if you only need advice for one specific purpose, rather than a long-term advisor. Fixed fees usually range from $1,000 to $3,000.

    • Find one of the 10% of firms that offer this fee type

      Other

      Show Explanation

      Firms can sometimes charge customers using non-traditional fee structures. See this firm's Form ADV for more details.

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    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

    Akshat Piprottar
    Greenwich, CT
    Michael Cowell
    Greenwich, CT
    Eva Maria Janerus
    Greenwich, CT
    Andrew Sherlock
    Greenwich, CT
    Eileen Ohnell
    Greenwich, CT
    Charlie Gao
    Greenwich, CT
    John Kim
    Greenwich, CT

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