Investment adviser · CRD 134934
OTTO CAPITAL MANAGEMENT
Investment adviser filing (IA)
JSD FINANCIAL DESIGN, INC.
· Form ADV filed May 15, 2012
- Regulatory AUM
- $25M Form ADV · Item 5.F
- Client accounts
- 76 Accounts, not individual clients
Not available in this filing: Employees, Advisory professionals.
Private funds & service providers
0 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.
This filing answers No to private funds.
Services & filing details
Most recent filing: May 15, 2012. View historical filings
Reported services
Financial planning · Individual portfolio management
Compensation
Percentage of assets
Principal office
CRD 134934
Filing source
Form ADV 647229 · May 15, 2012 · 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.