OT Management, LLC
Firm details
- Headquarters
- Boston, Massachusetts
- CRD number
- 284192
- Registered since
- August 3, 2022
- Website
- www.olivetreecapital.com
- Fee structure
- Percentage of AUM
- Client types
- Pooled Investment Vehicles100%
- Services
- Portfolio Management for Pooled Investment Vehicles
Firm profile
FINTRXOverview
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
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Location
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
Similar firms
Callodine Bdc Advisor, LLC
RIABoston, MA
Wincap Financial LLC
RIABoston, MA
Bain Capital Public Equity, LP
RIABoston, MA
Colrain Capital LLC
RIABoston, MA
Alternative Fund Advisors, LLC
RIABoston, MA
Atwater Wealth Management, Inc.
RIABoston, MA