AOT Invest LLC

Overview

AOT Invest LLC is a limited liability company registered with the SEC in 2022 and operates as an institutional registered investment adviser. The firm’s client focus is institutional, and its stated advisory activity is portfolio management for investment companies, indicating it manages pooled or registered investment vehicles rather than acting primarily as a discretionary allocator of third‑party capital. Ownership is listed as a mix of a domestic entity and an individual. Fee arrangements include a percentage of assets under management with unspecified additional fee structures. The firm is not identified as an active ESG investor and is not flagged as a multi‑state adviser. It also reports that it is not a capital allocator, which aligns with its emphasis on direct portfolio management for investment company clients rather than a manager-of-managers or fund-of-funds role.

Assets & Accounts