Night Owl Capital Management, LLC

Assets Under Management

$865.8M

Number of Clients

190

Number of Advisors

4

Avg. Portfolio per Client

$4.6M

Avg. Managed per Advisor

$216.4M

Compensation

Fee-Only (% of Portfolio)

About This Firm

Night Owl Capital Management provides investment management services to separately managed accounts, private investment funds, and pooled investment funds. Night Owl Capital focuses on concentrated, long-term public equity investments in growing companies. Night Owl Capital does not provide general wealth management or financial planning services.

Fee Structure

Minimum Investment:$10M
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $25.0M1.25%
$25M+1.00%

Fee schedule for institutional accounts larger than $100 million is an annualized rate of .80% and .70% for accounts larger than $200 million. For new accounts that do not meet the $10 million minimum, fee schedules may vary.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
Areas of Practice
Investment ManagementHigh Net Worth
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Location

102 Greenwich Avenue, Greenwich, CT, 06830

4 Advisors at this firm

Night Owl Capital Management, LLC | TrueAdvisor