OTTER ROCK ADVISORS LP
CRD #338160 SEC #801-134366 STAMFORD, CT 415-830-0509
SEC Registered
Total AUM
$0
Discretionary
$0
Employees
3
Clients
--
Accounts
0
Firm Details
- Organization Type
- Limited Partnership
- State of Formation
- Delaware
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Dec 17, 2025
- Branch Offices
- 0
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| BECKHAM, RICHARD, DANIEL | I | CHIEF COMPLIANCE OFFICER & CHIEF OPERATING OFFICER | NA | Control |
| BECKHAM, RICHARD, DANIEL | I | CHIEF COMPLIANCE OFFICER & CHIEF OPERATING OFFICER | NA | Control |
| KARLAN, ALEXANDER, S | I | MANAGING MEMBER | NA | Control |
| KARLAN, ALEXANDER, S | I | LIMITED PARTNER & CIO | NA | Control |
| OTTER ROCK ADVISORS LLC | DE | GENERAL PARTNER | E | Control |
| OTTER ROCK ADVISORS LLC | DE | GENERAL PARTNER | E | Control |
Registrations
Federal
IA
Dec 17, 2025 REGISTERED
Address
400 ATLANTIC AVENUESUITE 312
STAMFORD, CT 06901
United States
Phone: 415-830-0509