Otter Creek Advisors LLC

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Assets, Funds, Holdings

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Otter Creek Advisors LLC
CRD #171402
SEC #801-80611
CIK #0001640361
AUM $215.6 M (2025-03-21)
Employees 5 (40% Investors, 0% Brokers)
Phone561-832-4110
Address3300 PGA Boulevard
Palm Beach Gardens, FL 33410
Source [IAPD] [EDGAR] [Website] [LinkedIn]
Total AUM ($M)
50040030020010002011201620212026
Sector Form 13F Holdings Value ($M)
Nvidia Corp 7.9
GS Acquisition Holdings Corp 5.4
Flextronics International Ltd 5.1
Roman DBDR Tech Acquisition Corp 4.9
LPL Investment Holdings Inc 4.8
Salesforce Com Inc 4.7
Intercontinentalexchange Group Inc 4.6
BRP Group Inc 4.5
Facebook Inc 4.5
F5 Networks Inc 4.5
View All
Holdings by Sector ($M)
90072054036018002013201720212026
AUM Breakdown Accounts AUM ($M)
By Client Type
(a) Individuals (other than high net worth individuals) 7 2.2
(b) Individuals (high net worth individuals) 0 0.0
(c) Banking or thrift institutions 0 0.0
(d) Investment companies 2 213.4
(e) Business development companies 0 0.0
(f) Pooled investment vehicles 0 0.0
(g) Pension and profit sharing plans 0 0.0
(h) Charitable organizations 0 0.0
(i) State or municipal government entities 0 0.0
(j) Other investment advisers 0 0.0
(k) Insurance companies 0 0.0
(l) Sovereign wealth funds and foreign official institutions 0 0.0
(m) Corporations or other businesses not listed above 0 0.0
(n) Other 0 0.0
Total 9 215.6
By Discretionary
Discretionary 9 215.6
Non-Discretionary 0 0.0
Total 9 215.6
By Non-United States Persons
Non-United States Persons 0.0
United States Persons 215.6
Total 9 215.6
EDGAR Form CIK 2011 - 2025
13F-HR [0001640361]
Comparable Firms State AUM ($B)
WD Rutherford LLC
OR 0.2
Oceanis Financial Advisors Inc
FL 0.2
Prairie Rivers Investments LLC
IL 0.2
Colin Bruce Ted
0.2
Castle Wealth Planning LLC
CA 0.2
Roserock Wealth Management LLC
TX 0.2
Higgins & Schmidt Wealth Strategies LLC
CO 0.2
Semus Wealth Partners LLC
FL 0.2
Dorian Eason Asset Management LLC
TN 0.2
Lynx Advisory Partners LLC
FL 0.2
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