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Otter Rock Advisors LP

CRD 338160SEC# 801-134366Stamford, CT
Export (members)
No longer SEC-registered. Otter Rock Advisors LP appears in historical Form ADV filings but is not in the current SEC roster. Figures reflect its most recent filing.
Reg. AUM
Employees
3
Accounts
Location
Stamford, CT

Otter Rock Advisors LP assets under management

Otter Rock Advisors LP is an SEC-registered investment adviser based in Stamford, CT. It employs 3 people.

Otter Rock Advisors LP owners & executives

4 reported
NameTitleOwnershipSince
Alexander S Karlan ControlManaging MemberUnder 5%2024
Otter Rock Advisors LLC ControlGeneral PartnerOver 75%2024
Richard Daniel Beckham ControlChief Compliance Officer & Chief Operating OfficerUnder 5%2025
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Frequently asked questions

How many employees does Otter Rock Advisors LP have?

Otter Rock Advisors LP reports 3 employees.

Where is Otter Rock Advisors LP located?

Otter Rock Advisors LP is based in Stamford, CT.

Does Otter Rock Advisors LP disclose fund performance?

Otter Rock Advisors LP is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address400 Atlantic Avenue, Suite 312, Stamford, CT 06901
Office hours9:00 a.m. - 5:00 p.m.
Discloses disciplinary historyNo