This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company ยท Interactive Brokers
- Clients
- Retail and Institutional
- Platforms
- WaveAtlas frontier +more
- Established Date
- 03-25-2013
- Office Locations
- 1
Office Locations
About Andvari Associates LLC
Andvari Associates is an investment adviser/asset manager running the Andvari Core strategy. The firm builds concentrated portfolios of high-quality businesses with clear growth pathways, aligned management and culture, and strong reinvestment economics, implemented with a low-cost, tax-efficient, long-term approach. Serves retail and institutional clients, including business owners/entrepreneurs. Publishes ongoing commentary and papers; strategy is non-diversified and may use leverage.
Team overview
Insights
Accredited Investors
Asset Classes
Client Personas
CRM
Custodian
Investment Vehicles
Services
Technology
Owner & Executives
DOUGLAS ERNEST OTT II
Chief Compliance Officer, Chief Investment Officer, Managing Member, Partner
- CRD
- #6036614
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
Unlock allContacts
No contact records available.
Showing 0 of 1 contacts
Unlock allAssets Under Management
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $16,711,940 | -- |
| Non-Discretionary | $0 | -- |
| Total | $16,711,940 | -- |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: $16,033,224
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $547,367,284 | 13.3% |
| Equity - OTC | $1,382,822,613 | 33.6% |
| Public Funds | $1,218,200,874 | 29.6% |
| Cash | $967,152,721 | 23.5% |
| Total | $4,115,543,492 | 100.0% |