OTRO CAPITAL

RIASEC RegisteredEst. 2024
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 organized as a private equity-focused investment manager that serves institutional clients and operates as sponsor, general partner and managing member for pooled investment vehicles. The firm is registered with the SEC in 2024 and lists its primary business activities as acting in a CPO/CTA capacity and providing portfolio management for pooled investment vehicles. Fee arrangements combine a percentage of assets under management with performance-based fees, consistent with fund-driven strategies that prioritize carry and incentive alignment with limited partners. Investment activity centers on closed-end private funds, with a mandate that leans heavily toward private equity commitments while also allocating to venture capital, hedge funds and real estate through third-party managers. The firm does not present itself as an active ESG investor and is not structured as a multi-state adviser. As a private equity fund manager and sponsor, Otro Capital appears to combine fund sponsorship and direct portfolio oversight with allocations to external alternative managers.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

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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

1 of 1
  • YAN CHENG

    Chief Compliance OfficerCRD 5871252

Contacts

3 of 4
  • Alec Scheiner

    Co-Founder and PartnerCRD 7150779

  • NIRAJ SHAH

    Co-Founder and PartnerCRD 5682496

  • Brent Stehlik

    Co-Founder and PartnerCRD 7775333

Unlock 1 more contacts

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