A complete list of active advisors currently associated with Night Owl Capital Management, LLC

Warmer can help you find a great advisor at Night Owl Capital Management, LLC or one who fits your needs even better.

Night Owl Capital Management is an SEC‑registered adviser that provides discretionary portfolio management to individuals (including high‑net‑worth clients) and institutional accounts through separately managed accounts, and it also serves as investment manager to a private investment fund and as sub‑advisor to at least one pooled investment vehicle. The firm manages roughly $1.1 billion in discretionary assets across under 200 client relationships and does not provide general wealth management or comprehensive financial planning services, instead advising on the portion of assets clients allocate to its strategy. The firm’s investment approach centers on concentrated, long‑term public equity investments in growing companies using fundamental analysis and discounted free cash flow valuation, typically holding a compact portfolio (generally 15–25 names) with position sizing determined by the estimated dispersion of outcomes rather than fixed limits. For its private fund and pooled vehicles the manager may pursue strategies that are less suitable for separately managed accounts — including higher concentration, illiquid securities, short positions, leverage, special situations and derivatives — and treats allocation and execution across pooled and separate accounts with pro rata or alternate methodologies as described in the brochure. Noteworthy for a team firm of this scale, Night Owl operates both a private fund vehicle (with an affiliated general partner) and acts as a sub‑advisor to other pooled vehicles, arrangements that the brochure highlights can lead to side‑by‑side management and specific allocation and execution procedures. The firm also furnishes regular performance reporting to separately managed account clients and fund investors (quarterly client performance reports and monthly/audited fund reports) and discloses that senior investment professionals and the general partner have invested in the Fund, a practice the brochure notes creates both alignment and potential conflicts of interest.

To learn more about the advisors currently working at Night Owl Capital Management, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.