OTTER CREEK ADVISORS, LLC
PALM BEACH GARDENS, FLORIDA

OTTER CREEK ADVISORS, LLC is a financial advisory firm incorporated in Florida on October 28, 2014. The company operates from its headquarters located at 11300 US Highway 1, Suite 500, Palm Beach Gardens, FL, with contact numbers (855) 681-5261 and (561) 832-4110. It specializes in mutual fund investing, offering non-diversified funds that focus on fewer individual holdings than traditional diversified funds. This approach increases exposure to stock volatility but allows for strategic management tailored to specific investment goals. The company's offerings include investments in various securities such as debt, foreign equities, exchange-traded funds (ETFs), derivatives, and Master Limited Partnerships (MLPs). Such investments carry risks including interest rate fluctuations, credit risk, market volatility, and regulatory changes affecting MLP performance. OTTER CREEK ADVISORS places emphasis on 'buying with a margin of safety,' a principle that mitigates potential losses from unforeseen events. The firm is managed by notable figures such as Gordon Williams, Tyler Walling, and Justin A. Beals (COO), ensuring experienced leadership in the investment field. For compliance purposes, OTTER CREEK ADVISORS, LLC aims to maintain status as a Regulated Investment Company under Internal Revenue Code regulations, which influences its tax obligations and distribution capabilities. The firm was last reported on January 12, 2024, for annual filing. Further details about the company’s strategies and market outlook can be found on their official website at ottercreekadvisors.com.