Otter Rock Advisors provides investment advisory services on a discretionary basis. Its clients are pooled investment vehicles (funds) and other accounts, including managed accounts and investment funds for a single institutional investor or group of affiliated institutional investors (funds of one). Otter Rock does not tailor its advisory services to the individual needs of fund investors and does not participate in wrap fee programs.
Assets Under Management$0
ClientsN/A
AdvisorsN/A
Avg. per ClientN/A
Avg. per AdvisorN/A
Fee Structure
Investment management only (planning not offered)
Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.
Loading...
0 Advisors at this firm
No advisors found for this firm.