OTAY VILLAGE III MANAGER, LLC

Exempt Reporting AdvisorFINRA MemberEst. 2022
Total AUM
Accounts
0
Advisory reps
2
Brokerage reps
0
Avg account
$0

Firm details

Headquarters
CARLSBAD, California
CRD number
298534
Registered since
May 3, 2022

Firm profile

FINTRX

Overview

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

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Contacts

2 of 2
  • CHRISTIAN FOULGER

    PresidentCRD 7013850

  • Erin Ruhe

    Vice PresidentCRD 7013852

Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

FINTRX

Location

Primary office

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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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth