Data / Investment advisers / Otg Asset Management, LTD.
Otg Asset Management, LTD., LA Paz, Bolivia: $63.8 million AUM, SEC registered investment adviser
Updated November 7, 2026. Source: the SEC's Form ADV data files for investment advisers.
Otg Asset Management, LTD. is an SEC registered investment adviser with its main office in LA Paz, Bolivia and reports $63.8 million in regulatory assets under management in its Form ADV filed March 30, 2026. Its clients include individuals, investment companies and corporations and other businesses. It is paid through a percentage of assets under management. It advises 1 private fund.
The request: Watch Otg Asset Management, LTD. (CRD number 309729): each new Form ADV amendment, with AUM, clients and private funds. $10 of work on sign-up, no card.
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- Registration
- SEC registered investment adviser
- CRD number
- 309729
- SEC file number
- 801-119113
- SEC status
- Approved, effective October 25, 2021
- Main office
- Montenegro #1439 Torre Infrabol Piso 6, LA Paz, Bolivia
- Phone
- (214) 628-0506
- Website
- otgam.net
- Regulatory AUM
- $63,778,242 in the Form ADV filed March 30, 2026
- Discretionary AUM
- $63,778,242
- Accounts
- 95
- Employees
- 4, of which 1 give investment advice
- Form of organization
- Corporation
- Paid through
- a percentage of assets under management
- Private funds
- 1: 1 hedge fund
- Gross assets of private funds
- $66,872
- Form ADV Item 11 disclosures
- None reported
- Latest Form ADV filing
- March 30, 2026
- SEC record
- Investment Adviser Public Disclosure
Clients
Client types the adviser reports in Form ADV item 5.D, with the AUM it attributes to each.
| Client type | Clients | AUM |
|---|---|---|
| Individuals (other than high net worth individuals) | 87 | $26.3 million |
| Investment companies | 1 | $22.9 million |
| Corporations or other businesses | 3 | $7.7 million |
| High net worth individuals | 3 | $6.8 million |
| Pooled investment vehicles | 1 | $66,872 |
AUM in the SEC's monthly files
Each change in the AUM the adviser reported across the monthly SEC files held here, with the first file that shows the new value.
| First in the file of | AUM | Form ADV filed |
|---|---|---|
| April 1, 2026 | $63.8 million | March 30, 2026 |
| December 1, 2025 | $53.9 million | July 23, 2025 |
Also on SpecStream
- Advisers with $50 million to $100 million in AUM
- Advisers serving individuals
- Advisers serving investment companies
- Advisers that manage private funds
- Otg Asset Management, LTD. on the SEC's adviser search
Public data published by the US Securities and Exchange Commission (US government work). Advisers report these values themselves in Form ADV, and neither the SEC nor the states approve or guarantee them. AUM is regulatory assets under management as the adviser reported it in Form ADV item 5.F, which can differ from the AUM a firm quotes elsewhere. Exempt reporting advisers do not report AUM. Office address, phone and website are the adviser's main office as filed; a firm that files its main office as a private residence shows no street address or phone. An Item 11 disclosure is a reported event, not a finding about the firm today. Details for each firm are on the SEC's Investment Adviser Public Disclosure site. This page uses SEC data and is not endorsed or certified by the SEC. Free to reuse with credit to SpecStream under CC BY 4.0. Spot a wrong value? Write to [email protected] with the link to this page.