OT Advisors LLC
Firm details
- Headquarters
- Boca Raton, Florida
- CRD number
- 328812
- Registered since
- November 9, 2023
- Fee structure
- Percentage of AUM, Performance Based Fees, Other
- Client types
- Investment Companies100%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Investment Companies
Firm profile
FINTRXOverview
OT Advisors LLC is a small, SEC‑registered investment adviser organized as a limited liability company and registered in 2023. The firm is owned by an individual and identifies institutional investors as its primary client base while providing advisory services that also cover financial planning and portfolio management for individuals/small businesses and for investment companies. It charges asset‑based fees and may assess performance‑based and other fees depending on client arrangements, and it does not position itself as a capital allocator. Regulatory and operational flags in the record note the firm is not an active ESG investor, is not registered as a multi‑state adviser, and is not a pension consultant or related adviser. Industry affiliations include ties to a CPO/CTA and to an insurance company, which suggests access to commodity or derivatives expertise and insurance product distribution or support.
Assets & Accounts
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
1 of 1Laurence Benedict
Chief Executive OfficerCRD 2341518
Contacts
2 of 2
Mark Deangelis
Senior Compliance ConsultantCRD 2827088
Blake Richman
CRD 6120198
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Boca Raton, FL
Palm Beach
Location
Boca Raton, FL
Headquartered in Boca Raton, FL, anchoring the Miami-Port St. Lucie-Fort Lauderdale, FL metro in the South.
- Metro area
- Miami-Port St. Lucie-Fort Lauderdale, FL
- Region
- South
- County
- Palm Beach
- Address
- 7284 W Palmetto Park Rd
- Time zone
- ET (UTC-5)
- Office locations
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