Otter Creek Advisors, LLC
CRD 171402SEC# 801-80611
No longer SEC-registered. Otter Creek Advisors, LLC appears in historical Form ADV filings but is not in the current SEC roster. Figures reflect its most recent filing.
Reg. AUM
$229.7M
Employees
4
Accounts
3
Location
—
Otter Creek Advisors, LLC assets under management
Otter Creek Advisors, LLC operates as an SEC-registered investment adviser. It reports $229.7 million in regulatory assets under management and employs 4 people.
Otter Creek Advisors, LLC owners & executives
4 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Cory Joseph Reed | Member | 10-25% | 2021 |
| Gordon Townson Williams Control | Member, Manager | 10-25% | 2014 |
| Justin Arthur Beals Control | Member, Chief Operating Officer, Chief Compliance Officer | 10-25% | 2025 |
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Join to unlock · $37/moFrequently asked questions
How much does Otter Creek Advisors, LLC manage?
Otter Creek Advisors, LLC reports $229.7 million in regulatory assets under management on its Form ADV.
How many employees does Otter Creek Advisors, LLC have?
Otter Creek Advisors, LLC reports 4 employees.
Does Otter Creek Advisors, LLC disclose fund performance?
Otter Creek Advisors, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Office hours | 8:30 a.m. To 5:00 p.m. |
| Discloses disciplinary history | No |
Regulatory AUM
$229.7M▲ 7%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 70%
Larger than 30% of 16,271 advisers
EmployeesTop 69%
More than 31% of 16,825 advisers
Assets under management
$229.7Mregulatory AUM
Discretionary $229.7M