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OTTER CREEK ADVISORS, LLC

PALM BEACH GARDENS, FL · CRD 171402 · IAPD ↗ · ottercreekfunds.com · 561-832-4110

$215.6MRegulatory AUM
2Advisory reps
5Employees
0Clients
n/aPlanning clients
0Private funds
2States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

60
December 2025 — OTTER CREEK ADVISORS, LLC (PALM BEACH GARDENS, FL) left the SEC roster (was $215.6M RAUM, 2 reps).
Firm dropped off the SEC roster: closed, merged, fell below $100M and moved to state registration, or a 120-day provisional registration lapsed.
Recruiting & transitionsM&A & valuation

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.