OTHERWISE FUND MANAGEMENT, LLC
Firm details
- Headquarters
- MILL VALLEY, California
- CRD number
- 300047
- Registered since
- January 7, 2020
- Website
- www.otherwisefund.com
Firm profile
FINTRXOverview
Otherwise Fund Management, LLC is a privately held limited liability company that registered with the SEC in 2020 and is owned by an individual. The firm is organized around sponsoring and operating pooled investment vehicles: it serves as sponsor, general partner, and managing member for funds rather than acting as a traditional retail adviser. The firm does not identify as an active ESG investor, is not multi-state as an adviser, and is not classified as a capital allocator in 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
Contacts
1 of 1Terrence Rohan
Managing DirectorCRD 7213378
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
MILL VALLEY, CA
MARIN
Location
MILL VALLEY, CA
Headquartered in MILL VALLEY, CA, anchoring the San Jose-San Francisco-Oakland, CA metro in the West.
- Metro area
- San Jose-San Francisco-Oakland, CA
- Region
- West
- County
- MARIN
- Address
- 775 E Blithedale Ave
- Time zone
- PT (UTC-8)
- Office locations
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