Otter Rock Advisors Lp
State-registered
Investment Adviser
CRD 338160
· SEC file 802-136749
· Stamford, CT
· www.otterrocklp.com
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ADV data as of Jun 15, 2026
- Regulatory AUM
- —
- Discretionary
- —
- Clients
- —
- Avg AUM / client
- —
- Accounts
- —
- Employees
- —
AUM over time
$0
$0
Aug 18, 2025
Dec 17, 2025
Reported AUM from Form ADV filings, plotted by filing date · as of Jun 15, 2026
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 06/15/2026 | 729 KB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
Not reported.
Custody
Firm reports it does not have custody of client funds or securities (Item 9.A).
No custodian data reported or mined yet.
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Jun 15, 2026.
View current Form ADV (SEC/IAPD) ↗