Ot Management, LLC
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Learn more about Ot Management, LLC
Overview
Ot Management, LLC is a financial advisory firm based in Boston, Massachusetts. It controls $239.1 million in assets under management over 48 client accounts, placing it in the mid-tier of investment advisory firms in the United States by assets under management (AUM). Ot Management, LLC has a small team, including 3 financial advisors. Ot Management, LLC does not act as a registered broker-dealer, signifying that it is not able to buy and sell securities for its accounts and those of its customers and instead is required to go through a broker-dealer firm to do so. Securities are exchangable fiscal investments like equities, options and bonds.
Ot Management, LLC manages all of the company's accounts in a discretionary manner. Discretionary management is a structure in which transaction decisions for the client's account are made by an investment advisor without requiring the customer's approval. The firm administers roughly $5.0 million for every client account. The typical advisor at Ot Management, LLC administers around 16 client accounts, placing it among the more individualized firms in the country.
The company's headquarters is at 451 D Street, Boston, Massachusetts 2210. Ot Management, LLC is legally permitted to provide services to investors in the state of Massachusetts.
Assets Under Management
Number of Advisors
Disclosures
Office Location
Ot Management, LLC by the Numbers
$239.1 million
4
48
$5.0 million
Fee Structure
Fees for financial advisory services usually vary depending on which services the firm provides the client. Fees charged by Ot Management, LLC can include any combination of the following fee types: asset-based, fixed or performance-based. The company does not supply a wrap fee program, in which the firm offers a bundle of services for a single fee.
Available
-
Offered by 69% of firms
Percentage of Assets
-
Offered by 26% of firms
Performance-based
-
Offered by 32% of firms
Fixed
Unavailable
Types of Clients
It provides services to pooled investment vehicles. Out of its 48 accounts, Ot Management, LLC's largest client group by number of accounts is pooled investment vehicles. None of the firm's customers reside abroad.
- High-Net-Worth Individuals* - 0%
- Other Individuals - 0%
- Corporations - 100%
- Charitable Organizations - 0%
* The U.S. Securities and Exchange Commission (SEC) defines a high-net-worth individual as someone who has at least $750,000 under management.
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Disclosures
Ot Management, LLC does not have any disclosures.
Please visit its Form ADV for more details.
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