| Entity Name: | OTTER CREEK ADVISORS, LLC |
| Jurisdiction: | FLORIDA |
| Filing Type: | Florida Limited Liability Co. |
| Status: | Active |
| Date Filed: | 31 Oct 2014 (10 years ago) |
| Document Number: | L14000170378 |
| FEI/EIN Number | 47-2293569 |
| Address: | 11300 US Highway 1, Suite 500, Palm Beach Gardens, FL, 33408, US |
| Mail Address: | 11300 US Highway 1, Suite 500, Palm Beach Gardens, FL, 33408, US |
| ZIP code: | 33408 |
| County: | Palm Beach |
| Place of Formation: | FLORIDA |
| CIK number | Mailing Address | Business Address | Phone | |||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
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| 1640361 | 3300 PGA BLVD, SUITE 990, PALM BEACH GARDENS, FL, 33410 | 3300 PGA BLVD, SUITE 990, PALM BEACH GARDENS, FL, 33410 | 5618324110 | |||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
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| Form type | 13F-HR |
| File number | 028-16910 |
| Filing date | 2024-11-12 |
| Reporting date | 2024-09-30 |
| File | View File |
Filings since 2024-08-29
| Form type | N-PX |
| File number | 028-16910 |
| Filing date | 2024-08-29 |
| Reporting date | 2024-06-30 |
| File | View File |
Filings since 2024-08-06
| Form type | 13F-HR |
| File number | 028-16910 |
| Filing date | 2024-08-06 |
| Reporting date | 2024-06-30 |
| File | View File |
Filings since 2024-05-10
| Form type | 13F-HR |
| File number | 028-16910 |
| Filing date | 2024-05-10 |
| Reporting date | 2024-03-31 |
| File | View File |
Filings since 2024-02-12
| Form type | 13F-HR |
| File number | 028-16910 |
| Filing date | 2024-02-12 |
| Reporting date | 2023-12-31 |
| File | View File |
Filings since 2023-11-13
| Form type | 13F-HR |
| File number | 028-16910 |
| Filing date | 2023-11-13 |
| Reporting date | 2023-09-30 |
| File | View File |
Filings since 2023-08-02
| Form type | 13F-HR |
| File number | 028-16910 |
| Filing date | 2023-08-02 |
| Reporting date | 2023-06-30 |
| File | View File |
Filings since 2023-05-03
| Form type | 13F-HR |
| File number | 028-16910 |
| Filing date | 2023-05-03 |
| Reporting date | 2023-03-31 |
| File | View File |
Filings since 2023-01-31
| Form type | 13F-HR |
| File number | 028-16910 |
| Filing date | 2023-01-31 |
| Reporting date | 2022-12-31 |
| File | View File |
Filings since 2022-10-25
| Form type | 13F-HR |
| File number | 028-16910 |
| Filing date | 2022-10-25 |
| Reporting date | 2022-09-30 |
| File | View File |
Filings since 2022-08-08
| Form type | 13F-HR |
| File number | 028-16910 |
| Filing date | 2022-08-08 |
| Reporting date | 2022-06-30 |
| File | View File |
Filings since 2022-05-09
| Form type | 13F-HR |
| File number | 028-16910 |
| Filing date | 2022-05-09 |
| Reporting date | 2022-03-31 |
| File | View File |
Filings since 2022-02-04
| Form type | 13F-HR |
| File number | 028-16910 |
| Filing date | 2022-02-04 |
| Reporting date | 2021-12-31 |
| File | View File |
Filings since 2021-11-10
| Form type | 13F-HR |
| File number | 028-16910 |
| Filing date | 2021-11-10 |
| Reporting date | 2021-09-30 |
| File | View File |
Filings since 2021-08-11
| Form type | 13F-HR |
| File number | 028-16910 |
| Filing date | 2021-08-11 |
| Reporting date | 2021-06-30 |
| File | View File |
Filings since 2021-05-10
| Form type | 13F-HR |
| File number | 028-16910 |
| Filing date | 2021-05-10 |
| Reporting date | 2021-03-31 |
| File | View File |
Filings since 2021-02-09
| Form type | 13F-HR |
| File number | 028-16910 |
| Filing date | 2021-02-09 |
| Reporting date | 2020-12-31 |
| File | View File |
Filings since 2020-11-13
| Form type | 13F-HR |
| File number | 028-16910 |
| Filing date | 2020-11-13 |
| Reporting date | 2020-09-30 |
| File | View File |
Filings since 2020-08-26
| Form type | 13F-HR/A |
| File number | 028-16910 |
| Filing date | 2020-08-26 |
| Reporting date | 2020-06-30 |
| File | View File |
Filings since 2020-08-13
| Form type | 13F-HR |
| File number | 028-16910 |
| Filing date | 2020-08-13 |
| Reporting date | 2020-06-30 |
| File | View File |
Filings since 2020-05-18
| Form type | 13F-HR |
| File number | 028-16910 |
| Filing date | 2020-05-18 |
| Reporting date | 2020-03-31 |
| File | View File |
Filings since 2020-02-14
| Form type | 13F-HR |
| File number | 028-16910 |
| Filing date | 2020-02-14 |
| Reporting date | 2019-12-31 |
| File | View File |
Filings since 2019-11-14
| Form type | 13F-HR |
| File number | 028-16910 |
| Filing date | 2019-11-14 |
| Reporting date | 2019-09-30 |
| File | View File |
Filings since 2019-08-14
| Form type | 13F-HR |
| File number | 028-16910 |
| Filing date | 2019-08-14 |
| Reporting date | 2019-06-30 |
| File | View File |
Filings since 2019-05-15
| Form type | 13F-HR |
| File number | 028-16910 |
| Filing date | 2019-05-15 |
| Reporting date | 2019-03-31 |
| File | View File |
Filings since 2019-02-14
| Form type | 13F-HR |
| File number | 028-16910 |
| Filing date | 2019-02-14 |
| Reporting date | 2018-12-31 |
| File | View File |
Filings since 2018-11-14
| Form type | 13F-HR |
| File number | 028-16910 |
| Filing date | 2018-11-14 |
| Reporting date | 2018-09-30 |
| File | View File |
Filings since 2018-08-14
| Form type | 13F-HR |
| File number | 028-16910 |
| Filing date | 2018-08-14 |
| Reporting date | 2018-06-30 |
| File | View File |
Filings since 2018-05-15
| Form type | 13F-HR |
| File number | 028-16910 |
| Filing date | 2018-05-15 |
| Reporting date | 2018-03-31 |
| File | View File |
Filings since 2018-02-14
| Form type | 13F-HR |
| File number | 028-16910 |
| Filing date | 2018-02-14 |
| Reporting date | 2017-12-31 |
| File | View File |
Filings since 2017-11-14
| Form type | 13F-HR |
| File number | 028-16910 |
| Filing date | 2017-11-14 |
| Reporting date | 2017-09-30 |
| File | View File |
Filings since 2017-08-14
| Form type | 13F-HR |
| File number | 028-16910 |
| Filing date | 2017-08-14 |
| Reporting date | 2017-06-30 |
| File | View File |
Filings since 2017-05-15
| Form type | 13F-HR |
| File number | 028-16910 |
| Filing date | 2017-05-15 |
| Reporting date | 2017-03-31 |
| File | View File |
Filings since 2017-02-14
| Form type | 13F-HR |
| File number | 028-16910 |
| Filing date | 2017-02-14 |
| Reporting date | 2016-12-31 |
| File | View File |
Filings since 2016-11-14
| Form type | 13F-HR |
| File number | 028-16910 |
| Filing date | 2016-11-14 |
| Reporting date | 2016-09-30 |
| File | View File |
Filings since 2016-08-15
| Form type | 13F-HR |
| File number | 028-16910 |
| Filing date | 2016-08-15 |
| Reporting date | 2016-06-30 |
| File | View File |
Filings since 2016-05-16
| Form type | 13F-HR |
| File number | 028-16910 |
| Filing date | 2016-05-16 |
| Reporting date | 2016-03-31 |
| File | View File |
Filings since 2016-02-16
| Form type | 13F-HR |
| File number | 028-16910 |
| Filing date | 2016-02-16 |
| Reporting date | 2015-12-31 |
| File | View File |
Filings since 2015-05-15
| Form type | 13F-HR |
| File number | 028-16910 |
| Filing date | 2015-05-15 |
| Reporting date | 2015-03-31 |
| File | View File |
| LEI number | Registered As | Jurisdiction Of Formation | General Category | Entity Status | Entity created at | |||||||||||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 5493007TFLBZ7UGPN560 | L14000170378 | US-FL | GENERAL | ACTIVE | No data | |||||||||||||||||||
|
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| Legal | C/O CORPORATION SERVICE COMPANY, 1201 HAYS STREET, TALLAHASSEE, US-FL, US, 32301 |
| Headquarters | 11300 US Highway 1, Suite 500, Palm Beach Gardens, US-FL, US, 33410 |
Registration details
| Registration Date | 2017-12-08 |
| Last Update | 2023-08-04 |
| Status | LAPSED |
| Next Renewal | 2018-12-06 |
| LEI Issuer | 5493001KJTIIGC8Y1R12 |
| Corroboration Level | FULLY_CORROBORATED |
| Data Validated As | L14000170378 |
| Plan Name | Plan Year | EIN/PN | Received | Sponsor | Total number of participants | |||||||||||||||||||||||||||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| OTTER CREEK ADVISORS LLC 401K PLAN | 2023 | 472293569 | 2024-10-15 | OTTER CREEK ADVISORS, LLC | 7 | |||||||||||||||||||||||||||||||||||
|
||||||||||||||||||||||||||||||||||||||||
| Role | Plan administrator |
| Date | 2024-10-15 |
| Name of individual signing | JUSTIN BEALS |
| Valid signature | Filed with authorized/valid electronic signature |
| Role | Employer/plan sponsor |
| Date | 2024-10-15 |
| Name of individual signing | JUSTIN BEALS |
| Valid signature | Filed with authorized/valid electronic signature |
| File | View Page |
| Three-digit plan number (PN) | 001 |
| Effective date of plan | 2001-01-01 |
| Business code | 523900 |
| Sponsor’s telephone number | 5613406900 |
| Plan sponsor’s address | 11300 US HIGHWAY 1, SUITE 500, PALM BEACH GARDENS, FL, 33408 |
Signature of
| Role | Plan administrator |
| Date | 2023-06-27 |
| Name of individual signing | JUSTIN BEALS |
| Valid signature | Filed with authorized/valid electronic signature |
| Role | Employer/plan sponsor |
| Date | 2023-06-27 |
| Name of individual signing | JUSTIN BEALS |
| Valid signature | Filed with authorized/valid electronic signature |
| File | View Page |
| Three-digit plan number (PN) | 001 |
| Effective date of plan | 2001-01-01 |
| Business code | 523900 |
| Sponsor’s telephone number | 5613406900 |
| Plan sponsor’s address | 11300 US HIGHWAY 1, SUITE 500, PALM BEACH GARDENS, FL, 33408 |
Signature of
| Role | Plan administrator |
| Date | 2022-06-22 |
| Name of individual signing | JUSTIN BEALS |
| Valid signature | Filed with authorized/valid electronic signature |
| Role | Employer/plan sponsor |
| Date | 2022-06-22 |
| Name of individual signing | JUSTIN BEALS |
| Valid signature | Filed with authorized/valid electronic signature |
| File | View Page |
| Three-digit plan number (PN) | 001 |
| Effective date of plan | 2001-01-01 |
| Business code | 523900 |
| Sponsor’s telephone number | 5613406900 |
| Plan sponsor’s address | 11300 US HIGHWAY 1, SUITE 500, PALM BEACH GARDENS, FL, 33408 |
Signature of
| Role | Plan administrator |
| Date | 2021-07-28 |
| Name of individual signing | JUSTIN BEALS |
| Valid signature | Filed with authorized/valid electronic signature |
| Role | Employer/plan sponsor |
| Date | 2021-07-28 |
| Name of individual signing | JUSTIN BEALS |
| Valid signature | Filed with authorized/valid electronic signature |
| File | View Page |
| Three-digit plan number (PN) | 001 |
| Effective date of plan | 2001-01-01 |
| Business code | 523900 |
| Sponsor’s telephone number | 5613406900 |
| Plan sponsor’s address | 11300 US HIGHWAY 1, SUITE 500, PALM BEACH GARDENS, FL, 33408 |
Signature of
| Role | Plan administrator |
| Date | 2020-07-29 |
| Name of individual signing | JUSTIN BEALS |
| Valid signature | Filed with authorized/valid electronic signature |
| Role | Employer/plan sponsor |
| Date | 2020-07-29 |
| Name of individual signing | JUSTIN BEALS |
| Valid signature | Filed with authorized/valid electronic signature |
| File | View Page |
| Three-digit plan number (PN) | 001 |
| Effective date of plan | 2001-01-01 |
| Business code | 523900 |
| Sponsor’s telephone number | 5613406900 |
| Plan sponsor’s address | 11300 US HIGHWAY 1, SUITE 500, PALM BEACH GARDENS, FL, 33408 |
Signature of
| Role | Plan administrator |
| Date | 2019-07-29 |
| Name of individual signing | JUSTIN BEALS |
| Valid signature | Filed with authorized/valid electronic signature |
| Role | Employer/plan sponsor |
| Date | 2019-07-29 |
| Name of individual signing | JUSTIN BEALS |
| Valid signature | Filed with authorized/valid electronic signature |
| File | View Page |
| Three-digit plan number (PN) | 001 |
| Effective date of plan | 2001-01-01 |
| Business code | 523900 |
| Sponsor’s telephone number | 5618324110 |
| Plan sponsor’s address | 11300 US HIGHWAY 1, SUITE 500, PALM BEACH GARDENS, FL, 33408 |
Signature of
| Role | Plan administrator |
| Date | 2018-05-16 |
| Name of individual signing | JUSTIN BEALS |
| Valid signature | Filed with authorized/valid electronic signature |
| Role | Employer/plan sponsor |
| Date | 2018-05-16 |
| Name of individual signing | JUSTIN BEALS |
| Valid signature | Filed with authorized/valid electronic signature |
| File | View Page |
| Three-digit plan number (PN) | 001 |
| Effective date of plan | 2001-01-01 |
| Business code | 523900 |
| Sponsor’s telephone number | 5618324110 |
| Plan sponsor’s address | 11300 US HIGHWAY 1, SUITE 500, PALM BEACH GARDENS, FL, 33408 |
Signature of
| Role | Plan administrator |
| Date | 2017-06-16 |
| Name of individual signing | JUSTIN BEALS |
| Valid signature | Filed with authorized/valid electronic signature |
| Role | Employer/plan sponsor |
| Date | 2017-06-16 |
| Name of individual signing | JUSTIN BEALS |
| Valid signature | Filed with authorized/valid electronic signature |
| Name | Role |
|---|---|
| CORPORATION SERVICE COMPANY | Agent |
| Name | Role | Address |
|---|---|---|
| WILLIAMS GORDON | Manager | 11300 US Highway 1, Suite 500, Palm Beach Gardens, FL, 33408 |
| WALLING TYLER | Manager | 11300 US Highway 1, Suite 500, Palm Beach Gardens, FL, 33408 |
| Name | Role | Address |
|---|---|---|
| Beals Justin A | Chief Operating Officer | 11300 US Highway 1, Suite 500, Palm Beach Gardens, FL, 33408 |
| Event Type | Filed Date | Value | Description |
|---|---|---|---|
| CHANGE OF PRINCIPAL ADDRESS | 2017-04-28 | 11300 US Highway 1, Suite 500, Palm Beach Gardens, FL 33408 | No data |
| CHANGE OF MAILING ADDRESS | 2017-04-28 | 11300 US Highway 1, Suite 500, Palm Beach Gardens, FL 33408 | No data |
| Name | Date |
|---|---|
| ANNUAL REPORT | 2024-01-12 |
| ANNUAL REPORT | 2023-01-31 |
| ANNUAL REPORT | 2022-01-20 |
| ANNUAL REPORT | 2021-08-11 |
| ANNUAL REPORT | 2020-06-23 |
| ANNUAL REPORT | 2019-04-29 |
| ANNUAL REPORT | 2018-04-26 |
| ANNUAL REPORT | 2017-04-28 |
| ANNUAL REPORT | 2016-04-19 |
| ANNUAL REPORT | 2015-01-08 |
Date of last update: 02 Feb 2025
Sources: Florida Department of State
