Investment adviser · CRD 284192
OT MANAGEMENT, LLC
Investment adviser filing (IA)
BOSTON, MA, United States · Form ADV filed Apr 28, 2026
- Regulatory AUM
- $232M Form ADV · Item 5.F
- Client accounts
- 40 Accounts, not individual clients
- Employees
- 4 Reported in this filing
- Advisory professionals
- 3 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| Pooled investment vehicles | 40 | $232,426,928 | 100.0% |
Filing source
Form ADV 2099943 · Apr 28, 2026 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
50+ Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
Browse the first 49 funds across 7 pages.
OT BIOAG FUND III, LLCVenture Capital Fund · Last reported Mar 29, 2023$8.45MGross asset value
Form D fundraising filings
Provider details
- Annual audit
- Yes
- Prime brokers
- No
- Custodians
- No
- Administrator other than the adviser
- No
- External marketing
- No
HAYNIE & COMPANY
PCAOB 457
Fund details & source
- Fund ID
- 805-8370962463
- Reported beneficial owners
- 37
- Minimum commitment
- $100K
- Form D file number
- 021-318786
Form ADV 1706597 · Mar 29, 2023 · Schedule D 7.B.(1)
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
OT BIOAG FUND II, LLCVenture Capital Fund · Last reported Mar 29, 2023$6.1MGross asset value
Form D fundraising filings
Provider details
- Annual audit
- Yes
- Prime brokers
- No
- Custodians
- No
- Administrator other than the adviser
- No
- External marketing
- No
HAYNIE & COMPANY
PCAOB 457
Fund details & source
- Fund ID
- 805-8567136134
- Reported beneficial owners
- 23
- Minimum commitment
- $500K
- Form D file number
- 021-295985
Form ADV 1706597 · Mar 29, 2023 · Schedule D 7.B.(1)
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
OT PHARMA FUND VIII, LLCVenture Capital Fund · Last reported Sep 27, 2024$5.91MGross asset value
Provider details
- Annual audit
- Yes
- Prime brokers
- No
- Custodians
- Yes
- Administrator other than the adviser
- No
- External marketing
- No
HAYNIE & COMPANY
PCAOB 457
Fund details & source
- Fund ID
- 805-9215391930
- Reported beneficial owners
- 69
- Minimum commitment
- $100K
- Form D file number
- 021-486313
Form ADV 1904080 · Sep 27, 2024 · Schedule D 7.B.(1)
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
OT SYNBIO FUND I, LLCVenture Capital Fund · Last reported Sep 27, 2024$4.89MGross asset value
Form D fundraising filings
Provider details
- Annual audit
- Yes
- Prime brokers
- No
- Custodians
- Yes
- Administrator other than the adviser
- No
- External marketing
- No
HAYNIE & COMPANY
PCAOB 457
Fund details & source
- Fund ID
- 805-2028377789
- Reported beneficial owners
- 39
- Minimum commitment
- $100K
- Form D file number
- 021-410246
Form ADV 1904080 · Sep 27, 2024 · Schedule D 7.B.(1)
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
OT GENOME FUND I, LLCVenture Capital Fund · Last reported Apr 29, 2025$3.75MGross asset value
Form D fundraising filings
Provider details
- Annual audit
- Yes
- Prime brokers
- No
- Custodians
- No
- Administrator other than the adviser
- No
- External marketing
- No
HAYNIE & COMPANY
PCAOB 457
Fund details & source
- Fund ID
- 805-2335932043
- Reported beneficial owners
- 24
- Minimum commitment
- $100K
- Form D file number
- 021-389014
Form ADV 1984871 · Apr 29, 2025 · Schedule D 7.B.(1)
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
OT INDIA ECOMMERCE FUND I, LLCVenture Capital Fund · Last reported Apr 29, 2025$3.34MGross asset value
Form D fundraising filings
OT India Ecommerce Fund I, LLC
Provider details
- Annual audit
- Yes
- Prime brokers
- No
- Custodians
- Yes
- Administrator other than the adviser
- No
- External marketing
- No
HAYNIE & COMPANY
PCAOB 457
Fund details & source
- Fund ID
- 805-4532575224
- Reported beneficial owners
- 1
- Minimum commitment
- $100K
- Form D file number
- 021-445743
Form ADV 1984871 · Apr 29, 2025 · Schedule D 7.B.(1)
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
OT YC HEALTH FUND I, LLCVenture Capital Fund · Last reported Apr 29, 2025$3.3MGross asset value
Form D fundraising filings
Provider details
- Annual audit
- Yes
- Prime brokers
- No
- Custodians
- No
- Administrator other than the adviser
- No
- External marketing
- No
HAYNIE & COMPANY
PCAOB 457
Fund details & source
- Fund ID
- 805-5190181200
- Reported beneficial owners
- 2
- Minimum commitment
- $100K
- Form D file number
- 021-442643
Form ADV 1984871 · Apr 29, 2025 · Schedule D 7.B.(1)
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Services & filing details
Most recent filing: Apr 28, 2026. View historical filings
Reported services
Pooled investment vehicle management
Compensation
Percentage of assets
Principal office
131 DARTMOUTH STREET, FLOOR 3 SUITE 131BOSTON, MA, 02216, United States
CRD 284192
Filing source
Form ADV 2099943 · Apr 28, 2026 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.