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Green Owl Capital Management, LLC (New York)


Green Owl Capital Management, LLC is a large advisory firm based in New York. It manages $159.4 million of regulatory assets for 4 client accounts. It has been registered with the SEC as an adviser since 2014.

Green Owl Capital Management provides portfolio management for pooled investment vehicles. It prepares financial plans for less than 10 clients. On top of advisory services, the firm doesn't engage in other business activities.

Green Owl Capital Management: assets under management

The assets under management (AUM) of Green Owl Capital Management, LLC is $159.4 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 73% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $159.4 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $39.85 million each.
Green Owl Capital Management has custody of $144.5 million in cash and securities for 3 clients in total but doesn’t act as a qualified custodian.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Green Owl Capital Management, LLC for their services and products based on a percentage of assets under management and performance-based fees. The adviser charges an additional fee when a set benchmark is outperformed. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in New York

The principal office where Green Owl Capital Management, LLC performs its advisory services is located at 900 Third Avenue, New York, NY 10022, which is also the mailing address of the firm. An additional office of the firm is in Dallas, TX. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 212-561-5722 or by fax 646-349-3037. The normal business hours are 9:00-5:00 on Monday - Friday.


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