OT ADVISORS LLC

Overview

OT Advisors LLC is a small, privately owned advisory firm registered with the SEC in 2023 and organized as a limited liability company. Its stated client base is institutional, but its advisory activities also include financial planning and portfolio management for individuals, small businesses and investment companies. The firm operates with a fee schedule that includes a percentage-of-AUM component, performance-based fees and other fee arrangements, which suggests it can structure incentive-aligned mandates and customized compensation terms for larger or specialty accounts. OT Advisors is not identified as an active ESG investor and is not designated as a multi-state adviser. It does not act as a capital allocator or a pension consultant and has no listed related adviser relationships. Industry affiliations include ties to a CPO/CTA and an insurance company, indicating access to commodity/managed-futures capabilities and insurance-wrapped solutions that can be incorporated into client portfolios.

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Location & Offices