Owl Creek Wealth Partners is a wealth management firm dedicated to helping clients build, grow, manage, and protect their wealth. Owl Creek tailors its services to meet specific client needs, offering guidance to help clients achieve their financial goals. Owl Creek manages investments on a discretionary basis, primarily using mutual funds, exchange-traded funds (ETFs), alternative investments, structured notes, interval funds, and, in some cases, individual debt and equity securities. Financial planning services are included as part of the investment advisory services.
Assets Under Management$360M
Clients66
Advisors2
Avg. per Client$5.5M
Avg. per Advisor$180M
Fee Structure
Minimum Investment:$2.5M
Planning is included in investment management
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 0.95% |
| $1.0M - $3.0M | 0.85% |
| $3.0M - $5.0M | 0.75% |
| $5M+ | 0.50% |
Owl Creek retains the discretion to negotiate alternative fees on a client-by-client basis, including a flat fee.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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