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- Custodian
- --
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 06-01-2020
- Office Locations
- 1
Office Locations
About OTG Asset Management, Ltd.
OTG Asset Management is a Latin America-focused manager offering the OTG Latin America ETF, separately managed accounts, and private equity (AR Expansion Fund). The team is based in-region, using a "feet on the ground" network of analysts and industry contacts to validate theses country by country and company by company. Serves retail and institutional channels; the ETF is distributed by Foreside Fund Services.
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Owner & Executives
OSCAR MAURICIO ALVAREZ
Chief Executive Officer, Wealth Manager
- CRD
- --
- Ownership
- Less than 5%
KYLE ROGER BUBECK
Chief Compliance Officer
- CRD
- --
- Ownership
- Less than 5%
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Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $63,778,242 | $671,350 |
| Non-Discretionary | $0 | -- |
| Total | $63,778,242 | $671,350 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| U.S. Government/Agency | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Other | Available | Available |
| Corporate - Non-Investment Grade | Available | Available |
| Cash | Available | Available |
| Sovereign Bonds | Available | Available |
| Total | Available | Available |
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