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Chief Compliance Officer; Chief Operating Officer · OT Research

Julie L. Wilson

CRD 7150107 · Named on Form ADV at one SEC-registered adviser

At a glance

OT Research, an SEC-registered private fund adviser with $1.6 billion in regulatory assets, lists Julie L. Wilson on its Form ADV as Chief Compliance Officer; Chief Operating Officer, a control person.

Firms and roles

  • OT ResearchChief Compliance Officer; Chief Operating OfficerPrivate fund adviser · United States · $1.6B in regulatory assets

AtlasMembers

Julie’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
1 firmLocked
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 Julie’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.