OTG ASSET MANAGEMENT, LTD.
C47
CRD 309729·SEC 801-119113
AUM
$63.8M
$25M-$100M
Est. Revenue
$638K
@ 1% on AUM
Est. EBITDA
$191K
@ 30% margin
Est. Deal Value
$1.5M
@ 8× EBITDA
Identity
Registrations & legal identity
Economics
AUM trajectory
'22 · $16.0M
'23 · $16.8M
'25 · $53.9M
'26 · $63.8M
'22'26
$16.0M → $63.8M▲ +299%
Client mix
| Individuals Other | 87 |
| Individuals High Net Worth | 3 |
| Corporations | 3 |
| Investment Companies | 1 |
| Pooled Investment Vehicles | 1 |
Operations
Advisory staff (5-yr trend)
'22 · 1 advisors
'23 · 1 advisors
'25 · 1 advisors
'26 · 1 advisors
'22'26
1 advisors → 1 advisors▬ 0%
Primary office
—
Branches
—
Custodian & Brokerage
Services offered
Portfolio mgmt — individualsPortfolio mgmt — investment companiesPortfolio mgmt — pooled vehicles
Filings
Compliance
Trademark
—
Additional signalsExpand ▾
Ownership & succession ★
Who controls the firm + pre-computed succession flags
Availability / M&A ★
Already-acquired = skip; deal comps
Web presence ★
Stale website = winding down
Retirement-plan book (Form 5500) ★
401(k)/plan business — cross-sell value
SEC EDGAR
Compliance & brand
All other collected signals (13)
Everything else we've pulled for this record, not yet curated into a section.
Rdap Status
Client Delete ProhibitedClient Renew ProhibitedClient Transfer ProhibitedClient Update Prohibited