AOT Invest LLC

Overview

AOT Invest LLC is an institutional registered investment adviser organized as a limited liability company and registered with the SEC in 2022. FINTRX classifies the firm as an Institutional RIA that serves institutional clients and provides portfolio management services specifically for investment companies. The firm’s reported fee model is primarily a percentage-of-assets-under-management arrangement, with additional unspecified fee elements noted. FINTRX data indicate AOT Invest does not operate as a capital allocator and is not identified as an active ESG investor. It is not listed as a multi-state adviser, nor as a pension consultant or related adviser in the available profile. Ownership is recorded as a mix of a domestic entity and an individual.

Assets & Accounts