OTG Asset Management, Ltd.

Overview

OTG Asset Management, Ltd. is a small hedge-fund–classified advisory firm that runs discretionary portfolios for both high-net-worth individuals and institutional clients. The firm is registered with the SEC and reports advisory work across separately managed accounts, pooled investment vehicles and investment companies. Its stated fee model is percentage-of-assets-under-management, and it typically implements centralized portfolio management rather than purely transactional advice. Investment activity is focused on liquid markets with a clear tilt toward exchange-traded equities and a stated preference for fixed-income exposure. The firm manages a single private hedge fund alongside client SMA mandates, suggesting a hybrid operating model that blends traditional managed-account work with an in-house alternative vehicle. OTG is not an ESG-focused manager and does not operate as a multi-state adviser according to filings.

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Public Holdings

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Location & Offices