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Chief Operating Officer · OT Advisors LLC

Blake A. Richman

CRD 6120198 · Named on Form ADV at one SEC-registered adviser

At a glance

OT Advisors LLC, an SEC-registered asset manager based in Boca Raton, FL with $1 million in regulatory assets, lists Blake A. Richman on its Form ADV as Chief Operating Officer, a control person.

Firms and roles

  • OT Advisors LLCChief Operating OfficerAsset manager · Boca Raton, FL · $1M in regulatory assets

AtlasMembers

Blake’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at the firm
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Control-person status
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When each role began
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Each firm’s assets and growth
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Blake’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.