OT Research
Firm details
- Headquarters
- ,
- CRD number
- 299086
- Registered since
- September 22, 2020
- Custodians
- GOLDMAN SACHS & CO. LLC
- Fee structure
- Percentage of AUM, Performance Based Fees
- Client types
- Pooled Investment Vehicles55.6%
- Investment Companies35.97%
- Other Investment Advisers8.43%
- Services
- Portfolio Management for Investment CompaniesPortfolio Management for Pooled Investment Vehicles
Firm profile
FINTRXOverview
OT Research LLC is a hedge-fund–style adviser organized as a limited liability company that focuses on institutional mandates. The firm is registered with the SEC (registered in 2020) and operates as a commodity pool operator/commodity trading adviser (CPO/CTA) while also providing portfolio management for pooled investment vehicles and investment companies. Its business model uses a mix of percentage-of-AUM and performance-based fee arrangements and it does not position itself as a third-party capital allocator. The firm reports it is not an active ESG investor.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities100%
Owners & executives
1 of 1
Julie Wilson
CCO & COOCRD 7150107
Contacts
2 of 2
Rishi Narang
Elected ManagerCRD 2846083
David Hensle
ManagerCRD 4693342
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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