OTAY VILLAGE III MANAGER, LLC
Firm details
- Headquarters
- CARLSBAD, California
- CRD number
- 298534
- Registered since
- May 3, 2022
Firm profile
FINTRXOverview
Otay Village III Manager, LLC is a limited liability company that registered with the SEC in 2022. The firm’s public profile classifies it as unclassified and identifies its ownership as a combination of a domestic entity and an individual. It does not present itself as a capital allocator, is not an active ESG investor, and is not registered as a multi-state adviser. The firm lists industry ties to broker-dealer and futures commission merchant activity, which suggests involvement in transactional or execution-related businesses in addition to its advisory role.
Assets & Accounts
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Contacts
2 of 2CHRISTIAN FOULGER
PresidentCRD 7013850
Erin Ruhe
Vice PresidentCRD 7013852
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
CARLSBAD, CA
SAN DIEGO
Location
CARLSBAD, CA
Headquartered in CARLSBAD, CA, in the West of the United States.
- Region
- West
- County
- SAN DIEGO
- Address
- 1903 Wright Pl
- Time zone
- PT (UTC-8)
- Office locations
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