Otter Creek Advisors, LLC

Otter Creek Advisors, LLC is a registered investment adviser based in Palm Beach Gardens, Florida, established in 2014. The firm's principal owners are Tyler C. Walling, Gordon T. Williams, Cory Reed, and Justin Beals. Otter Creek Advisors offers investment management services for a registered mutual fund, the Otter Creek Long/Short Opportunity Fund, and separately managed accounts. The firm employs a long/short investment strategy to seek long-term capital appreciation. For the Mutual Fund, the management fee is 1.35% based on average daily net assets. For separately managed accounts, fees are negotiable based on factors such as account size and complexity. The firm requires discretionary authority to manage client accounts, allowing them to make investment decisions without prior client approval. Otter Creek Advisors primarily invests in U.S. securities, including common stocks, preferred stocks, ADRs, and corporate debt. As of December 31, 2024, the firm manages $158,624,336 in net assets. The firm does not charge performance-based fees and acts as a fiduciary, aiming to act in the best interests of clients. Clients receive account statements from independent custodians quarterly. Otter Creek Advisors exercises limited custody over client funds, and client securities are held with qualified custodians. The firm does not have any reportable disciplinary information and has no financial commitments impairing its ability to meet obligations.