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
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $25.0M | 1.25% |
| $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
Areas of Practice
Location
102 Greenwich Avenue, Greenwich, CT, 06830