← Tributary

SEA OTTER ADVISORS LLC

MIAMI, FL · CRD 321079 · IAPD ↗ · 646-849-3810

$124.7MRegulatory AUM
4Advisory reps
6Employees
0Clients
0Planning clients
1Private funds
1States
0Disclosures
fundSegment
ApprovedSEC status

Filing changes

45
April 2025 — SEA OTTER ADVISORS LLC (MIAMI, FL) left the SEC roster (was $124.7M RAUM, 4 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
30
April 2024 — SEA OTTER ADVISORS LLC moved its main office from NEW YORK, NY to MIAMI, FL.
Main office moved to a different city or state.
Office IT & facilitiesMarketing & brand
55
April 2024 — SEA OTTER ADVISORS LLC reported RAUM up 81% ($68.8M -> $124.7M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software

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