Otter Creek Advisors, LLC (Palm Beach Gardens)

Name: Otter Creek Advisors, LLC
Address: 11300 Us Highway 1, Palm Beach Gardens, FL, 33408
Telephone: 561-832-4110

Otter Creek Advisors, LLC is a large advisory firm based in Palm Beach Gardens. It manages $199.62 million of regulatory assets for 1 client accounts. It has been registered with the SEC as an adviser since 2015 and has operated in the jurisdictions of Connecticut and Florida.

Otter Creek Advisors provides portfolio management for investment companies and portfolio management for businesses and institutional clients. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Otter Creek Advisors: assets under management

The assets under management (AUM) of Otter Creek Advisors, LLC is $199.62 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 89% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $199.62 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $199.62 million each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Otter Creek Advisors, LLC for their services and products based on a percentage of assets under management and performance-based fees. The adviser charges an additional fee when a set benchmark is outperformed. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

What kind of clients Otter Creek Advisors serves?

The only and largest group of clients of Otter Creek Advisors is investment companies with 1 clients and $199.62 million of assets under management. Among the 4 most similar advisory firms, Otter Creek Advisors has the highest percentage of investment companies out of all clients.

The amount of regulatory assets under management is $199.62 million for 1 clients. None of the firm’s clients are foreign persons or businesses.

Otter Creek Advisors doesn't advise any private funds.

Careers at Otter Creek Advisors, LLC

The company employs 7 people that are either part- or full-time employees. 43 percent of the employees work as investment advisers or researchers. No employees are registered as investment adviser representatives with the state securities authorities.

There’s a single person with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Roger Keith Long	Manager	1 Oct 2014	25% - 50%	711352
Michael J Winter	Manager	1 Oct 2014	Other	5286117
Tyler Charles Walling	Manager	1 Oct 2014	Other	4980695
Joseph William O'neill Jr.	Chief compliance officer	1 Oct 2014	Other	4731685
Gordon Townson Williams	Manager	1 Oct 2014	Other	2059626
Justin A Beals	Chief compliance officer	1 Aug 2015	Other	xxx-xx-xxxx

Based in Palm Beach Gardens

The principal office where Otter Creek Advisors, LLC performs its advisory services is located at 11300 Us Highway 1, Palm Beach Gardens, FL 33408, which is also the mailing address of the firm. An additional office of the firm is in Stamford, CT. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 561-832-4110 or by fax 561-655-6902. The normal business hours are 8:30 a.m. to 5:00 p.m. on Monday - Friday. You can find more information about the New York firm at ottercreekfunds.com.