|
⚲
|
| Owl Creek Wealth Partners LLC
✚
|
|
|---|---|
| CRD # | 331850 |
| SEC # | 801-130565 |
| CIK # | |
| AUM | $363.0 M (2025-03-28) |
| Employees | 2 (50% Investors, 0% Brokers) |
| Phone | 303-409-4409 |
| Address | 4600 S Syracuse Street Denver, CO 80237 |
| Source | [IAPD] [Website] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 9 | 2.7 |
| (b) Individuals (high net worth individuals) | 57 | 330.8 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 29.5 |
| (n) Other | 0 | 0.0 |
| Total | 392 | 363.0 |
| By Discretionary | ||
| Discretionary | 349 | 341.1 |
| Non-Discretionary | 43 | 21.9 |
| Total | 392 | 363.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 363.0 | |
| Total | 392 | 363.0 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
McCay Wealth Advisory LLC
✚
|
TN | 0.4 |
|
Avory & Company LLC
✚
|
FL | 0.4 |
|
Court Place Advisors LLC
✚
|
MD | 0.4 |
|
Fee-Only Financial Planning LC
✚
|
0.4 | |
|
ETF Portfolio Partners Inc
✚
|
KS | 0.4 |
|
Lesjak Planning LLC
✚
|
OH | 0.4 |
|
RW Roge & Company Inc
✚
|
NY | 0.4 |
|
Cairn Investment Group Inc
✚
|
WA | 0.4 |
|
Hurley Financial Group Inc
✚
|
OR | 0.4 |
|
Forum Solutions Group LLC
✚
|
IN | 0.3 |