Ottoman Capital is an adviser based in Shibuya Ku. It manages $35 million of regulatory assets for 1 client accounts. It has been registered with the SEC as an adviser since 2006.
Ottoman Capital provides portfolio management for pooled investment vehicles. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Ottoman Capital is $35 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 900% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Ottoman Capital for their services and products based on a percentage of assets under management and performance-based fees. The adviser charges an additional fee when a set benchmark is outperformed. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
James Phillip Fiorillo Ortega has been acting as President since 1 Apr 2004. Joseph Peter Schmelzeis joined the executive team most recently as the Chief Compliance Officer.
The principal office where Ottoman Capital performs its advisory services is located at 7 F Asheitz Tomigaya 1 10 2, Shibuya Ku, 151 0063, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 81-3-5790-5701 or by fax 81-3-5790-5705. The normal business hours are 9:00-6:00 on Monday - Friday.