Otg Asset Management, Ltd. is an SEC registered investment adviser organized as a corporation. Its latest Form ADV filing, dated March 30, 2026, reports $64M in regulatory assets under management, 4 employees, and 95 accounts.
Assets Under Management
$64M
Employees
4
Offices
--
Total Clients
95
Primary office
LA PAZ
MONTENEGRO #1439, TORRE INFRABOL PISO 6, LA PAZ, Bolivia
Portfolio management for individuals and small businesses
Portfolio management for investment companies
Portfolio management for pooled investment vehicles
Fee models offered
1 types reported
Asset based fees
Sources checked May 17, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 91.6% of total clients.
Top client categories% of clientsClients
1
Individuals
91.6%
87
2
HNWI
3.2%
3
3
Corporations
3.2%
3
4
Investment Cos.
1.1%
1
5
Pooled Investment Vehicles
1.1%
1
Categories with <5 clients
Corporations or other businesses not listed above<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$64Mas of March 30, 2026
Discretionary100.0%
$64M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$64M
Total Accounts95
10Y AUM Change+$64M
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees4
Clients per Employee24:1
10Y Employee Change+3 (+300.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.