# OT Management, LLC

> OT Management, LLC is an SEC-registered investment advisory firm in Boston, MA, registered since 2022, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated April 28, 2026.

- CRD: 284192
- Filed as: OT MANAGEMENT, LLC
- Also doing business as: OLIVE TREE CAPITAL
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Boston, MA
- Filing period: October 2026
- Form ADV filing dated: April 28, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/284192
- AdvisorCensus page: https://advisorcensus.com/firm/ot-management-llc-boston-ma-284192

## Quick answers

**How is OT Management, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), OT Management, LLC reports these compensation arrangements: a percentage of assets under its management. The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is OT Management, LLC located?**
OT Management, LLC's principal office is in Boston, MA, according to its Form ADV.

**Is OT Management, LLC registered with the SEC or a state?**
OT Management, LLC is an SEC-registered investment advisory firm, registered since 2022. Status as filed: Approved. CRD 284192.

**How much does OT Management, LLC manage?**
OT Management, LLC reports $232,426,928 in regulatory assets under management in its Form ADV filing dated April 28, 2026 (100% discretionary).

**How have OT Management, LLC's assets and staff changed since 2022?**
In the Form ADV data for OT Management, LLC: Regulatory assets under management: $249,926,200 in the October 2022 data and $232,426,928 in the October 2026 data, down 7%. Total employees: 4 in October 2022 and 4 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does OT Management, LLC serve?**
By number of clients on Form ADV Item 5.D: pooled investment vehicles (other than investment companies and business development companies) (40).

**Does OT Management, LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/284192

**What changed in OT Management, LLC's recent Form ADV filings?**
In the April 2026 filing data: Employees performing advisory functions went from 4 to 3. Regulatory assets under management went from $211,170,241 to $232,426,928 (+10%).

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management

### Regulatory assets under management (Item 5.F)
- Total: $232,426,928
- Discretionary: $232,426,928
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Pooled investment vehicles (other than investment companies and business development companies) | 40 | $232,426,928 |

### Advisory services (Item 5.G)
- Portfolio management for pooled investment vehicles (other than investment companies)

### Firm details
- Registered since: 2022 (4 years)
- Employees: 4 total, 3 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: MA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- olivetreecapital.com
- LinkedIn @olive-tree-capital
- X @olivetreecap

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2022 | $249,926,200 | 4 | July 1, 2022 |
| October 2023 | $239,110,222 | 4 | March 29, 2023 |
| October 2024 | $208,269,417 | 5 | September 27, 2024 |
| October 2025 | $211,170,241 | 5 | April 29, 2025 |
| October 2026 | $232,426,928 | 4 | April 28, 2026 |

Regulatory assets under management: $249,926,200 in the October 2022 data and $232,426,928 in the October 2026 data, down 7%.
Total employees: 4 in October 2022 and 4 in October 2026.

## Changes in the filing (last 12 months)

### April 2026
- Employees performing advisory functions went from 4 to 3.
- Regulatory assets under management went from $211,170,241 to $232,426,928 (+10%).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. OT Management, LLC (CRD 284192): Form ADV filing data as of October 2026.