OWL Creek Wealth Partners

Owl Creek Wealth Partners advises individuals (including high-net-worth clients), as well as foundations, trusts, estates, corporations and charitable organizations, offering discretionary investment management, integrated financial planning, and consulting. Services cover portfolio construction and ongoing supervision across mutual funds, ETFs, interval funds, structured notes, and allocations to private investment funds, plus participant account management for held-away retirement plan accounts.

The firm employs a macroeconomic, top-down asset-allocation process to set exposures and uses discretionary rebalancing, manager selection, and periodic monitoring to implement client strategies. It may engage independent third-party managers for separate-account mandates (for example, direct indexing or individual bond strategies) and integrates financial planning conversations into ongoing portfolio oversight while disclosing and managing the risks of alternative and leveraged strategies.

Noteworthy for a firm of its size, Owl Creek manages roughly $602 million with a relatively compact advisory staff and requires a $5 million minimum to initiate managed relationships, which influences client eligibility and service scale. The firm also contracts with third-party technology and administrative providers, participates in educational seminars and workshops, discloses use of AI and machine-learning tools for reporting and workflow automation (with human review), and may purchase traded interval funds and structured notes on a discretionary basis when considered suitable.