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OT MANAGEMENT, LLC

BOSTON, MA · CRD 284192 · IAPD ↗ · 617-462-3524

$232.4MRegulatory AUM
3Advisory reps
4Employees
0Clients
n/aPlanning clients
40Private funds
1States
0Disclosures
fundSegment
ApprovedSEC status

Filing changes

50
October 2024 — OT MANAGEMENT, LLC now reports custody of client assets ($208.3M).
Firm now reports custody of client assets — surprise exams and controls follow.
ComplianceCustodian

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