Otus Capital Management Limited

RIASEC RegisteredEst. 2016
Total AUM
$387M
Discretionary
$0
0% of AUM
Avg account
$55.3M
Accounts
7
Employees
13
Advisory reps
5

Firm details

Headquarters
London,
CRD number
284879
Registered since
November 3, 2016
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles72.43%
  • Other27.57%
Services
Portfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Otus Capital Management Limited is organized as a hedge fund manager that primarily serves institutional clients. The firm is a foreign-owned entity with individual ownership and has been SEC-registered since 2016. Its advisory remit centers on portfolio management for pooled investment vehicles and for businesses or institutions; it also functions as a sponsor, general partner and managing member of pooled vehicles it operates. Compensation is split between a percentage-of-assets-in-management fee and performance-based fees. The firm does not identify as an active ESG investor.

Assets & Accounts

Public Holdings

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

Asset composition

Asset composition: Exchange Traded Equities 96%, Cash & Cash Equivalents 4%96%
  • Exchange Traded Equities96%
  • Cash & Cash Equivalents4%

Owners & executives

3 of 3
  • Paul Hale

    Paul Hale

    Chief Financial OfficerCRD 5077871

  • Richard Coyler

    Chief Operation OfficerCRD 8108332

  • Andrew Gibbs

    Andrew Gibbs

    CEOCRD 6702959

Contacts

2 of 2
  • William Hamish Charles Edsell

    Portfolio ManagerCRD 8297999

  • Emma Pendlebury

    Partner, Head of Business DevelopmentCRD 8298003

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

London, null

Location

London, null

Headquartered in London, null.

Address
29 Queen Annes Gate
Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth