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OTRO CAPITAL

NEW YORK, NY · CRD 327232 · IAPD ↗ · 1-212-235-7056

$1.32BRegulatory AUM
8Advisory reps
11Employees
0Clients
n/aPlanning clients
5Private funds
1States
0Disclosures
fundSegment
ApprovedSEC status

Filing changes

70
April 2026 — OTRO CAPITAL crossed $1B in regulatory AUM ($839.4M -> $1.32B).
Regulatory AUM crossed $1B. Large-adviser status changes what they need and can afford.
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
55
April 2025 — OTRO CAPITAL crossed $500M in regulatory AUM ($276.9M -> $839.4M).
Regulatory AUM crossed $500M.
Portfolio / reporting / TAMPCRMIntegration & migration consulting
55
April 2025 — OTRO CAPITAL grew from 6 to 8 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
83
August 2024 — OTRO CAPITAL (NEW YORK, NY) is newly SEC-registered with $276.9M RAUM and 6 advisory reps.
Firm appears on the SEC roster for the first time (new RIA or state-to-SEC transition).
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand

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