Ota Multi Strategy Advisors LLC is a large advisory firm based in Purchase. It manages $537.16 million of regulatory assets for 7 client accounts. It has been registered with the SEC as an adviser since 2004 and has operated in the jurisdiction of New York.
Ota Multi Strategy Advisors provides portfolio management for pooled investment vehicles. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Ota Multi Strategy Advisors LLC is $537.16 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 1277% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Ota Multi Strategy Advisors LLC for their services and products based on a percentage of assets under management and performance-based fees. The adviser charges an additional fee when a set benchmark is outperformed. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
Brian Jeffrey Meath has been acting as President since 1 Sep 2004. Christopher Stephen Mooney joined the executive team most recently as the Chief Financial Officer/Chief Compliance Officer.
The principal office where Ota Multi Strategy Advisors LLC performs its advisory services is located at 1 Manhattanville Road, Purchase, NY 10577 2107, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 914-460-4057 or by fax 914-460-4157. The normal business hours are 9-5 on Monday - Friday. You can find more information about the New York firm at www.otaam.com.