Night Owl Capital Management, Llc
- Regulatory AUM
- $1.1B
- Discretionary
- $1.1B
- Clients
- 219
- Avg AUM / client
- $5.0M
- Accounts
- 340
- Employees
- 8
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Mar 31, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 53 | $24.5M | 2.24% |
| High net worth individuals | 143 | $719M | 65.6% |
| Pooled investment vehicles (non-investment companies) | 2 | $222M | 20.2% |
| Charitable organizations | 3 | $51.1M | 4.67% |
| Insurance companies | 1 | $4.8M | 0.44% |
| Corporations and other businesses | 17 | $74.6M | 6.81% |
Private funds (1)
Reported in Form ADV Section 7.B.(1), filing of Jul 2024 · $119M combined gross assets
| Fund | Type | Domicile | Gross assets | Owners |
|---|---|---|---|---|
| Night Owl Partners, Lp | Hedge Fund | Delaware | $119M | 40 |
People (6)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| John Sang Hyun Kim | Portfolio Manager | Jun 2003 (23y) | 50% – 75% | |
| Eileen Honor Ohnell | President Chief Compliance Officer | Jan 2019 (8y) | 25% – 50% | |
| Michael Robert Cowell | Registered representative | May 2021 (5y) | ||
| Akshat Piprottar | Registered representative | Oct 2022 (4y) | ||
| Jonah Abrams | Registered representative | Nov 2025 (1y) | ||
| Michael Joseph Giove | Registered representative | Jan 2026 (1y) |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Private funds (1, $119M gross assets)
| Fund | Type | Gross assets | Min. investment | Owners |
|---|---|---|---|---|
| Night Owl Partners, Lp | Hedge Fund | $119M | $1.0M | 40 |
From Form ADV Section 7.B private fund reporting.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/31/2026 | 1.24 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
Services
- • Portfolio management for individuals/small businesses
- • Portfolio management for pooled investment vehicles
- • Portfolio management for businesses/institutional clients
Custody
Reported custodians
- Fidelity Brokerage Services $601M (55% of AUM) Mar 2026
- Charles Schwab & Co. $196M (18% of AUM) Mar 2026
- Wells Fargo $130M (12% of AUM) Mar 2026
- Pershing $97.0M (18% of AUM) Mar 2023
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 31, 2026.
View current Form ADV (SEC/IAPD) ↗