SourcingSourcing

OT MANAGEMENT, LLC

B60
CRD 284192·SEC 801-126317·BOSTON, MA
AUM
$232.4M
$100M-$500M
Est. Revenue
$2.3M
@ 1% on AUM
Est. EBITDA
$697K
@ 30% margin
Est. Deal Value
$5.6M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
OT MANAGEMENT, LLC
CRD
284192
SEC file #
801-126317
EIN
—
DBA names
—

Economics

AUM
$232.4M
AUM band
$100M-$500M
AUM trajectory
'23'26
$249.9M → $232.4M▼ -7%
Client mix
Pooled Investment Vehicles40

Operations

Employees (total)
4
Advisory staff (per ADV)
3
Advisory staff (5-yr trend)
'23'26
3 advisors → 3 advisors▬ 0%
Primary office
BOSTON MA
Branches
—

Custodian & Brokerage

Primary custodian
E*Tradelow confidence
Services offered
Portfolio mgmt — pooled vehicles
Fee basis
% of AUM

Filings

Latest ADV filing
04/28/2026
ADV-W filed at
—
Website
twitter.com/olivetreecap(social)

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
ELIOVITS, NICHOLA, ELIAS
Top Owner Pct
87.5
Top Owner Entity Kind
I
Owner Count
2
Control Persons
ELIOVITS, NICHOLA, ELIAS
Galler, Eric, Stowe
Solo Advisor Indicator
No
Succession Risk Solo Owner
Yes
Is Parent Owned Subsidiary
No

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
social_url_excluded:twitter.com

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
No

SEC EDGAR

Edgar Registered
No

Compliance & brand

Firm Registration Status
active

All other collected signals (9)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
0
Bc Firm Active IA Count
0
Bc Firm IAR Count
0
Custodian Candidates
Full
E*trade4
Firm Has Custody
Yes
Mailing Office Differs
Yes
Top Owner CRD
6705892
Trust Company Affiliate
No

People (2)

2
ELIOVITS, NICHOLA, ELIAS
Direct Owner · 87.5%
6705892
Galler, Eric, Stowe
Executive Officer · 2.5%
7695203