OT MANAGEMENT, LLC

RIASEC RegisteredEst. 2022
Total AUM
$232M
Discretionary
$232M
100% of AUM
Avg account
$5.8M
Accounts
40
Employees
4
Advisory reps
2

Firm details

Headquarters
BOSTON, Massachusetts
CRD number
284192
Registered since
August 3, 2022
Fee structure
Percentage of AUM
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

OT Management, LLC is a privately owned investment manager registered with the SEC in 2022. The firm operates as a multifaceted fund manager, combining roles as a sponsor, general partner and managing member of pooled investment vehicles. Its stated advisory activity is portfolio management for pooled investment vehicles, and its client base is institutional. Compensation is by a percentage of assets under management. The firm is not described as an active ESG investor, is not a multi-state adviser, and does not act as a capital allocator or pension consultant according to the available data.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

1 of 1
  • Eric Galler

    Chief Compliance OfficerCRD 7695203

Contacts

1 of 1
  • NICHOLA ELIOVITS

    Managing PartnerCRD 6705892

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

BOSTON, MA

SUFFOLK

Location

BOSTON, MA

Headquartered in BOSTON, MA, anchoring the Boston-Worcester-Providence, MA-RI-NH-CT metro in the Northeast.

Metro area
Boston-Worcester-Providence, MA-RI-NH-CT
Region
Northeast
County
SUFFOLK
Address
131 Dartmouth St
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth