This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Firm class

asset managerderivedprivate_client_share=0.0 fund_share=1.0 institutional_share=0.0 related_bd=false related_bank=false bd_reps=0.0

Regulatory AUM

$1.6BItem 5.F on the latest filing (2026-05-05); as reported, and an affiliate's assets may be counted again on its own filing

Discretionary RAUM

$1.6B

Private client RAUM

$0derivedItem 5.D individuals plus high net worth individuals

Private client share

0%derivedprivate client RAUM over total RAUM

Advisors on IAPD

0

Employees

11

Advisory employees

9

Offices

0Schedule D 1.F, beyond the principal office

Accounts

8

Private funds

1Schedule D 7.B(1)

Custody, client assets

$262M

SEC number

801-119515

CRD

299086

Filings on the tape

14

First filed

Aug 22, 2020

Latest filed

May 5, 2026

Organised

Limited Liability Company, DE

• Occurred

  Mar 27, 2026
  Regulatory AUM changed

  Ot Research reported RAUM $1.6B, up 122% from $700.0M (2025-09-10 to 2026-03-27)

  Form ADVobserved 5 days ago
  $854M
• Occurred

  Aug 21, 2024
  Succession filed (Item 4)

  Otresearch reported succeeding to the business of Another Adviser (Form ADV Item 4)

  Form ADVobserved 5 days ago
• Occurred

  Aug 21, 2024
  Control person joined

  K Rishi Narang (Elected Manager; Co-Chief Investment Officer; Ttee Of Rkn Trust May 16, 2022) appeared on Schedule A of Ot Research

  Form ADVobserved 5 days ago
• Occurred

  Jul 17, 2024
  Control person left

  Peter Eric Cressman (Chief Compliance Officer) no longer on Schedule A of Ot Research (listed 2024-03-04, absent 2024-07-17)

  Form ADVobserved 5 days ago
• Occurred

  Jul 17, 2024
  Control person joined

  Lynne Julie Wilson (Chief Compliance Officer; Chief Operating Officer) appeared on Schedule A of Ot Research

  Form ADVobserved 5 days ago
• Occurred

  Mar 4, 2024
  Regulatory AUM changed

  Ot Research reported RAUM $802.4M, up 114% from $375.1M (2023-03-20 to 2024-03-04)

  Form ADVobserved 5 days ago
  $427M
• Occurred

  Mar 20, 2023
  Control person joined

  Peter Eric Cressman (Chief Compliance Officer) appeared on Schedule A of Ot Research

  Form ADVobserved 5 days ago
• Occurred

  Mar 29, 2022
  Regulatory AUM changed

  Ot Research reported RAUM $327.1M, up 55% from $211.4M (2021-03-10 to 2022-03-29)

  Form ADVobserved 5 days ago
  $116M
• Occurred

  Aug 22, 2020
  First Form ADV filing

  Oak Thistle Llc filed its initial SEC registration (Form ADV)

  Form ADVobserved 5 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:cc8f52fc-be1f-82f6-2039-7201c9c71f69

First observed

Aug 22, 2020

Last observed

May 5, 2026 4 months ago

Source families

Federal regulator filings

3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.

Resolution

Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.