Otro Capital

RIASEC Registered
Total AUM
$1.3B
Discretionary
$1.3B
100% of AUM
Avg account
$263M
Accounts
5
Employees
11
Advisory reps
5

Firm details

Headquarters
New York, New York
CRD number
327232
Registered since
July 25, 2024
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Otro Capital is a limited liability company that operates as a private equity fund manager and adviser to pooled investment vehicles. The firm serves institutional clients and acts in sponsor/GP and managing-member roles for its funds, while also identifying CPO/CTA activities among its business functions. Otro Capital charges a mix of asset-based fees and performance fees, and it identifies itself as an active ESG investor. The firm is registered with the SEC (registered 2024).

Assets & Accounts

Investments & Alternatives

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Owners & executives

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Contacts

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Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

New York, NY

New York

Location

New York, NY

Headquartered in New York, NY, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.

Metro area
New York-Newark, NY-NJ-CT-PA
Region
Northeast
County
New York
Address
437 Madison Ave
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth