Andrew
Sherlock

Night Owl Capital Management, LLC

CRD#6671548
Investment Advisor
in Greenwich, CT

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About this Advisor

Andrew Sherlock is a financial advisor based out of Greenwich, Connecticut who has 5 years of relevant experience. Sherlock works at Night Owl Capital Management, LLC. During their career, the advisor has held roles at Full-Time Education, Goldman Sachs, Rockefeller & Co, Us Army Office Of Economic & Manpower Analysis and Night Owl Capital Management, LLC. Sherlock maintains a Series 65 license, designating them as an investment advisor representative, and is registered to serve investors in Connecticut. Night Owl Capital Management, LLC is a financial advisory firm operating out of Greenwich, CT. It has $534 million in assets under management between its 293 customer accounts, placing it among the larger firms in the country by assets under management. The firm advises one charitable organizations. Of its 293 accounts, 64% are associated with high-net-worth investors who have at least $1 million in assets. The firm performs a few services, including portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles and portfolio management for institutional clients. A financial advisor's fees usually depend on the type of services provided. Fee types billed by Night Owl Capital Management, LLC typically consist of asset-based fees.

Certifications and Registrations

Series 65

Years Registered*

5 years

Services Offered

Portfolio management for individuals and/or small businesses, Portfolio management for pooled investment vehicles, Portfolio management for businesses or institutional clients

Fee Structure

Percentage of Assets

Office Location

102 Greenwich Avenue
Greenwich, CT 06830

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Night Owl Capital Management, LLC Brokerage Details

Total Assets Under Management

$534,100,000

CT Average: $5,297,377,271
Total Number of Employees

9

CT Average: 35
Total Number of Accounts

293

CT Average: 690
Average Account Size

$1,822,867

CT Average: $7,677,358

Investment Advisory Services

  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles
  • Portfolio management for businesses or institutional clients

Andrew Sherlock Work History

Andrew has been registered as a financial advisor for 5 years.*

2017 - Present (7 years)

Night Owl Capital Management, LLC

2016 - 2016 (< 1 year)

Goldman Sachs

2015 - 2015 (< 1 year)

Rockefeller & Co

2014 - 2014 (< 1 year)

Us Army Office Of Economic & Manpower Analysis

2007 - 2017 (10 years)

Full-Time Education

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Andrew Sherlock to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Night Owl Capital Management, LLC

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

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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