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Building 2OTTER CREEK ADVISORS, LLC

Map pin
Phone561-832-4110
NotebookSEC #801-80611
Total AUM
$229.7M
Employees
4
Clients
9

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address



Operating Hours
8:30 A.M. TO 5:00 P.M.
Monday - Friday
Phone
561-832-4110
Other Offices
1

ReceiptFinancials

Total AUM
$229.7M
Accounts
3
Discretionary
$229.7M
Accounts
3
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
7
AUM
$1.4M
Investment Company Clients
2
AUM
$228.4M

Briefcase businessServices

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Services Offered
Company Portfolio ManagementIndividual Portfolio ManagementInstitutional Portfolio Management
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CTFL

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 1 other business.

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