Otter Creek Advisors LLC

-

Assets, Funds, Holdings

Home | Sign Up | Log In
⚲
New Features
Latest Fund Raises
Related People
Fund Service Providers
Startup & Company Raises
List of Funds
Boston Firms
Boston Hedge Funds
Cornell Alumni Firms
CalPERS Portfolio
NYSCRF Portfolio
User Guide
Regulatory AUM vs AUM
LP Portfolios
Related Firms
Build a Portfolio
Comprehensive Search
Keyboard
Otter Creek Advisors LLC
✚
CRD #171402
SEC #801-80611
CIK #0001640361
AUM 229.7 M (2025-08-20)
Employees 4 (50% Investors, 0% Brokers)
Fees
Minimum
Phone561-832-4110
Address
Source [IAPD] [EDGAR] [Website] [LinkedIn]
Total AUM ($M)
50040030020010002011201620212026
CIK Period
0001640361
Sector Form 13F Holdings Value ($M)
Flextronics International Ltd 6.7
Amazon Com Inc 5.5
Roman DBDR Tech Acquisition Corp 4.5
Berkley W R Corp 4.3
GS Acquisition Holdings Corp 4.3
Intercontinentalexchange Group Inc 4.2
Nextracker Inc 4.1
LPL Investment Holdings Inc 4.1
3M Co 4.1
EPAM Systems Inc 4.1
Take Two Interactive Software Inc 4.0
Corning Inc /NY 4.0
Jacobs Engineering Group Inc /DE/ 3.9
Danaher Corp /DE/ 3.9
Waystar Holding Corp 3.8
BRP Group Inc 3.7
Harris Corp /DE/ 3.4
Mastec Inc 3.4
Guidewire Software Inc 2.6
GE Healthcare Technologies Inc 2.5
Nasdaq OMX Group Inc 2.3
DraftKings Inc 1.7
Parsons Corp 1.6
Circle Internet Group Inc 1.3
Avantor Inc 0.8
 
 
 
 
 
 
Prev | Page 1 | Next
AUM Breakdown Accounts AUM ($M)
By Client Type
(a) Individuals (other than high net worth individuals) 7 1.4
(b) Individuals (high net worth individuals) 0 0.0
(c) Banking or thrift institutions 0 0.0
(d) Investment companies 2 228.4
(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 3 229.7
By Discretionary
Discretionary 3 229.7
Non-Discretionary 0 0.0
Total 3 229.7
By Non-United States Persons
Non-United States Persons 0.0
United States Persons 229.7
Total 3 229.7
EDGAR Form CIK 2011 - 2026
13F-HR [0001640361]
Firm Profile (Form ADV)
ServesInstitutional, Retail
Comparable Firms State AUM
Seventwo LLC
✚
CO 230.4 M
Austerra Wealth Management LLC
✚
TX 230.3 M
Aljen Asset Management LLC
✚
NJ 230.2 M
Scratch Capital LLC
✚
ID 230.1 M
MOS Capital Inc
✚
230.0 M
Granite Islands Private Wealth LLC
✚
CT 229.9 M
Lionshead Wealth Management LLC
✚
NY 229.8 M
WLTH Capital Management LLC
✚
AZ 229.8 M
Sterling Investment Advisors LLC
✚
MO 229.3 M
Powell Financial Inc
✚
NC 229.2 M
Terms | Privacy | Providers | Companies | Guide
tony@aum13f.com