Night Owl Capital Management, LLC

Fee-Only (% of Portfolio)

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.

Assets Under Management$870M
Clients190
Advisors6
Avg. per Client$4.6M
Avg. per Advisor$140M

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
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Location

6 Advisors at this firm