OT Research

RIASEC RegisteredEst. 2020

Total AUM

$1.6B

Discretionary

$1.6B

100% of AUM

Avg account

$194M

Accounts

Employees

Advisory reps

Firm details

Headquarters: ,
CRD number: 299086
Registered since: September 22, 2020
Custodians: GOLDMAN SACHS & CO. LLC
Fee structure: Percentage of AUM, Performance Based Fees
Client types: Pooled Investment Vehicles55.6%
Investment Companies35.97%
Other Investment Advisers8.43%
Services: Portfolio Management for Investment CompaniesPortfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

OT Research operates as a limited liability company that markets itself as a hedge fund manager to institutional clients. The firm registered with the SEC in 2020 and performs CPO/CTA functions while providing portfolio management for registered investment companies and pooled investment vehicles. Its compensation includes both a percentage-of-AUM fee and performance-based fees. According to filings, OT Research does not characterize itself as an active ESG investor, is not a multi-state adviser, and does not position itself as a capital allocator or pension consultant.