Option Research & Technology Services, LLC

Overview

Option Research & Technology Services, LLC is organized as a limited liability company and operates as an independent registered investment adviser. The firm has been SEC-registered since 2018 and is owned by an individual proprietor. Its client base spans both individual and family clients as well as institutional investors. Compensation is charged on a fixed-fee basis rather than performance or commission structures. The firm does not present itself as a capital allocator; instead, it relies on external managers for alternative strategies (see Investments & Alternatives). It is not identified as an active ESG investor, is not designated a multi-state adviser in the provided data, and does not list pension consulting or related-adviser activities.

Assets & Accounts

Investments & Alternatives

Location & Offices