Investment adviser · CRD 159208

OWL INVEST

Investment adviser filing (IA)

OWL FINANCE, INC.

CHICAGO, IL, United States · Form ADV filed Jan 30, 2014

Regulatory AUM
$40.3M
Form ADV · Item 5.F
Client accounts
206
Accounts, not individual clients
Employees
2
Reported in this filing
Advisory professionals
1
Investment advisory functions

Private funds & service providers

0 Private funds

The count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.

This filing answers No to private funds.

Services & filing details

Most recent filing: Jan 30, 2014. View historical filings

Reported services

Financial planning · Individual portfolio management · Publication of newsletters

Compensation

Percentage of assets · Subscription · Fixed

Principal office

5807 S. WOODLAWN AVE., SUITE 207
CHICAGO, IL, 60637, United States

CRD 159208

Filing source

Form ADV 782465 · Jan 30, 2014 · Items 1 & 5

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.