SourcingSourcing

OWLHOUSE CAPITAL LP

B60
CRD 328210·SEC 801-134008·NEW YORK, NY
AUM
$145.6M
$100M-$500M
Est. Revenue
$1.5M
@ 1% on AUM
Est. EBITDA
$437K
@ 30% margin
Est. Deal Value
$3.5M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
OWLHOUSE CAPITAL LP
CRD
328210
SEC file #
801-134008
EIN
000000000
DBA names
—

Economics

AUM
$145.6M
AUM band
$100M-$500M
AUM trajectory
'25'26
$184.9M → $145.6M▼ -21%
Client mix
Pooled Investment Vehicles2

Operations

Employees (total)
2
Advisory staff (per ADV)
2
Advisory staff (5-yr trend)
'25'26
2 advisors → 2 advisors▬ 0%
Primary office
NEW YORK NY
Branches
—

Custodian & Brokerage

Primary custodian
Morgan Stanleylow confidence
Services offered
Portfolio mgmt — pooled vehicles
Fee basis
% of AUMPerformance-based fees

Filings

Latest ADV filing
03/31/2026
ADV-W filed at
—
Website
—

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
GOTFREDSON-PRINCE, WILLIAM,
Top Owner Pct
87.5
Top Owner Entity Kind
I
Owner Count
2
Control Persons
GOTFREDSON-PRINCE, WILLIAM,
OWLHOUSE GP LLC
Solo Advisor Indicator
No
Succession Risk Solo Owner
Yes
Is Parent Owned Subsidiary
No

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
No

SEC EDGAR

Edgar Cik
0002008954
Edgar Registered
Yes
Edgar Filing Count
3
Edgar First Filing Date
2024-01-31
Edgar Last Filing Date
2026-01-30
Edgar Form D Count
3
Edgar Form D Offerings
2026-01-302026-01-30 · 0000902664-26-000603
2025-01-312025-01-31 · 0000902664-25-000589

Compliance & brand

Firm Registration Status
active

All other collected signals (12)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
0
Bc Firm Active IA Count
0
Bc Firm IAR Count
0
Custodian Candidates
Full
Morgan Stanley5
E*trade4
Edgar Addresses
Mailing
C/O OWLHOUSE CAPITAL LP41 MADISON AVENUE, SUITE 3106NEW YORK, NY 10010
Business
C/O OWLHOUSE CAPITAL LP41 MADISON AVENUE, SUITE 3106NEW YORK, NY 10010
Edgar EIN
000000000
Edgar Recent Filings
D/A2026-01-30 · 0000902664-26-000603
D/A2025-01-31 · 0000902664-25-000589
Firm Has Custody
Yes
Mailing Office Differs
No
Top Owner CRD
7867153
Trust Company Affiliate
Yes

People (1)

1
GOTFREDSON-PRINCE, WILLIAM,
Direct Owner · 87.5%
7867153