OT Advisors LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$15,176,237
Total clients
0
Total advisors
2
of 3 employees
Firm size
Investment Manager
May not manage individual clients
Average clients per advisor
0
Average account size
—
About
OT Advisors LLC primarily provides discretionary portfolio management to pooled investment vehicles, including exchange-traded funds that the firm sponsors or sub-advises, and also serves institutional clients through investment consulting and separately managed accounts. The firm reports roughly $15.2 million in regulatory AUM and operates with a small, two-person investment team.
OT’s approach is active and discretionary, with daily trading and model-driven methods that rely on technical and cyclical analysis and may employ derivatives and ETF-based strategies (including inverse or leveraged exposures where permitted). The firm also offers structured-fee research to institutional investors, may accept performance-based fees for qualified SMA clients, and uses soft-dollar arrangements and an aggregator to obtain third‑party research and trading services.
OT is notable among similar-sized investment managers for directly managing investment-company portfolios and for sponsoring/co-sponsoring ETFs while also acting as sub‑adviser, arrangements that bring additional portfolio oversight and distribution responsibilities. The firm discloses a concentrated operational structure in which its senior investment officer performs multiple key roles and an affiliated insurance agency shares certain overhead, items the firm identifies as potential sources of conflicts of interest and key‑person risk.
Client services
Expertise
Occupation focus
Fee options
Performance fee of 20% of capital appreciation for qualified clients in SMA portfolios.
Account minimum: $250,000
Main office location
OT Advisors LLC
7284 W Palmetto Park Road, Suite 303
Boca Raton FL 33433, United States
Number of offices
1
Most active in
Florida
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Is not active or affiliated with:
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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