Sea Otter Advisors LLC
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Overview
Sea Otter Advisors LLC is a financial advisory company based in New York, New York. The firm oversees $68.8 million in total assets across one account. Sea Otter Advisors LLC has a small team, including 5 financial advisors. Sea Otter Advisors LLC does not act as a registered broker-dealer, signifying that it cannot buy and sell securities for its customers' and own accounts and instead has to go through a broker-dealer firm to do so. Securities are defined as exchangable financial investments like options, bonds and stocks.
Sea Otter Advisors LLC oversees all of its client assets in a discretionary manner. Discretionary management means that an investment advisor makes buy and sell judgments without needing client permission. The firm's average account size is $68.8 million. The typical financial advisor at Sea Otter Advisors LLC oversees fewer than one client account, making it one of the most personalized firms in the country.
Sea Otter Advisors LLC's main office is at 107 Grand St, New York, New York 10013. Sea Otter Advisors LLC is legally registered to provide services to customers in the state of Florida.
Assets Under Management
Number of Advisors
Disclosures
Office Location
Sea Otter Advisors LLC by the Numbers
$68.8 million
9
1
$68.8 million
Fee Structure
Fees for financial advisory services depend on the type of financial services offered. Fees billed by the company typically consist of the following fee type: performance-based. Wrap fee programs, or the practice of bundling services for a single fee, are not offered by Sea Otter Advisors LLC.
Available
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Offered by 26% of firms
Performance-based
Unavailable
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Find one of the 69% of firms that offer this fee type
Percentage of Assets
-
Find one of the 21% of firms that offer this fee type
Hourly
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Find one of the 1% of firms that offer this fee type
Commissions
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Find one of the 0% of firms that offer this fee type
Subscription
-
Find one of the 32% of firms that offer this fee type
Fixed
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Find one of the 10% of firms that offer this fee type
Other
Types of Clients
The company caters to pooled investment vehicles. Sea Otter Advisors LLC's largest client type is pooled investment vehicles. None of the company's accounts are non-U.S. persons.
- 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
Sea Otter Advisors LLC does not have any disclosures.
Please visit its Form ADV for more details.
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