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- Custodian
- Charles Schwab & Company · Fidelity/NFS · Wells Fargo
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 12-06-1993
- Office Locations
- 1
Office Locations
About Night OWL Capital Management, LLC
Night Owl Capital Management, LLC is a Greenwich, CT RIA serving retail and institutional clients with discretionary portfolio management and financial planning, including insurance and portfolio construction support. The firm’s separately managed accounts are predominantly ETF-based, complemented by cash and modest fixed-income exposures. Client relationships are supported on major custodians including Schwab and Fidelity.
Team overview
Insights
Accredited Investors
Asset Classes
Client Personas
Investment Themes
Investment Vehicles
Services
Owner & Executives
JOHN SANG-HYUN KIM
PORTFOLIO MANAGER, President
- CRD
- #4249417
- Ownership
- 50% but less than 75%
EILEEN HONOR OHNELL
Chief Compliance Officer, President
- CRD
- #4249371
- Ownership
- 25% but less than 50%
Showing 2 of 2 owners & executives
Unlock allContacts
Jonah Abrams
--
- CRD
- #8161034
Michael Robert Cowell
Operations Analyst
- CRD
- #6805756
Pioneer horizon
Vital summit matrix
- CRD
- #52420
Showing 2 of 6 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $1,095,200,000 | $3,221,176 |
| Non-Discretionary | $0 | -- |
| Total | $1,095,200,000 | $3,221,176 |
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Separately Managed Accounts
Total SMA Asset: $873,500,000
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $1,714,076,570 | 22.1% |
| Cash | $2,737,868,910 | 35.3% |
| U.S. Government/Agency | $3,304,057,097 | 42.6% |
| Total | $7,756,002,577 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| CREST PATHWAY ZENITH | BEACON ZENITH | OYKG6RHI4 | CUMLK | 0.89% | $85,729,699 |
| VALUE RIDGE | VERTEX RIDGE | QBMA4A81W | CSWK | 6.33% | $11,963,173 |
| ALPHA UNISON | DELTA HORIZON | UWU29PCO4 | OKEL | 5.03% | $98,628,125 |
| DELTA HORIZON INSIGHT | WAVE HARBOR | CJM3QMTWI | ASQUS | 8.22% | $102,313,004 |
| OPTIMA INSIGHT PRIME | OAK PATHWAY | ZN85965AR | OTL | 3.54% | $31,811,285 |
| CREST VITAL | PRIME QUANTUM | FAEBEOIVJ | HPH | 8.18% | $112,140,524 |
| PRIME PEAK SUMMIT | ELEMENT HORIZON | EVDEHYVF6 | CKY | 0.76% | $21,760,193 |
| FUSION CAPITAL | MATRIX SIGNAL | 8Q1BK50DW | AAW | 10.90% | $32,924,180 |