Otter Rock Advisors LP
CRD 338160SEC# 801-134366Stamford, CT
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| Name | Title | Ownership | Since |
|---|---|---|---|
| Alexander S Karlan Control | Limited Partner & Cio | Under 5% | 2024 |
| Otter Rock Advisors LLC Control | General Partner | Over 75% | 2024 |
| Richard Daniel Beckham Control | Chief Compliance Officer & Chief Operating Officer | Under 5% | 2025 |
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Join to unlock · $37/moFrequently 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
| Address | 400 Atlantic Avenue, Suite 312, Stamford, CT 06901 |
| Office hours | 9:00 a.m. - 5:00 p.m. |
| Discloses disciplinary history | No |
How this firm compares
EmployeesTop 77%
More than 23% of 16,825 advisers