OT Management, LLC

Institutional venture firmSEC-registered adviserClassification probable· Boston, Massachusettsolivetreecapital.com

Early-stage capital backing the next generation of frontier technology, critical infrastructure, and applied AI.

In the firm's own words, from its website.

Reported fund assets
$292M
sum of its funds' Form ADV filings, last 30 months
Investment team
1
Latest vintage
2026
Contact decision makers
More
Ask DFX about thisView relationshipsFind contactsFundsInvestmentsTeam (2)
As of · the latest observation of this organization; filed figures are as of its latest Form ADV

63 additional investments, funds and LPs, 69 events, 1 verified contact (1 firm phone)

Every relationship, signal and contact on this record, with the source on each.

Includes 3 days of DFX Intelligence. Then $199/month unless canceled.

What matters now

  1. 7 vehicles
    on Form D, 18 months

    $26.3M reported sold so far.

    A Form D is filed when a vehicle takes its first money, so these are open to LPs now.

    FactSEC Form D filingsFor LPs, fund-of-funds, placement agentsVehicles →

People to know

View all people

Relationship network

68 connected entities

From financing rounds and every investor named in them, Form ADV and Form D filings, the firm's funds and team, and disclosed LP commitments in the venture capital graph. A round's amount is the size of the round, not money that moved between two investors.

Some relationships on this record are counted rather than named here. They open with the full profile.

Click any name or line for the rounds and sources behind it. Line weight is rounds together; dashed lines are inferred.

Reading the network
  • Fund or vehicle
  • Person
›How strength and recency are read

Co-investors are read from the rounds: three or more shared rounds is a strong observed relationship, two a repeat co-investor, one a single round. Funds and people are structural. Nothing is scored that a reader cannot check.

Darker lines were active in the last 24 months or are current; lighter lines are older or undated.

How am I connected?

Name your firm, a company or a person, and DFX finds the published routes to OT Management, LLC: a shared portfolio company or board, a prior employer, a co-investor, a shared LP or service provider. Every step is a filed or published record with its source; none is a guess about who knows whom.

See how you connect to OT Management, LLC

Includes 3 days of DFX Intelligence. Then $199/month unless canceled.

Investing

0 companies on record, 0 new in 12 months

Investments on record

0 companies, 0 partner-attributed
No investment on record yet. Edges arrive from the firm’s portfolio page, financing announcements, and Form D board seats.

Stated thesis versus observed behaviour

no observed deals yet
Stated (the firm’s website)
Sectors
ai, hardware, space, quantum
Stages
not stated or not yet read
Geography
not stated
Check size
not stated; DFX does not estimate checks from round sizes
Observed (from deals on record)
Stage at participation: no observed deals yet
Stage at first entry: no observed deals yet
Sectors: no observed deals yet
lead rate no observed dealsfollow-on rate no observed dealsnew companies, 12 months 0

Team

2 current, 0 departed

Decision makers

who to call first, and why; then everyone else by function
Who else at this firm · 1 person, grouped by function
Finance, operations and compliance (1)
  • Eric Stowe Galler · Chief Compliance Officer
    Why this person: Chief Compliance Officer at the firm

Ranked by the role the firm or its filing states, a route on file and deals led. Every reason is read from the record, never inferred. Routes are published by the person or the firm (their bio, the team page or a filing) and are revealed on a plan; data bought from a provider is never shown, and a route printed at a firm the person has since left is held back.

Investment team

2 current, 0 departed

Contacts

1 firm phone

1 firm phone on record, each with its source. Values open with the complete profile.

Funds and LPs

57 vehicles, 0 LPs disclosed

Funds and vehicles

57 reported, 9 no longer reported
VehicleTypeVintageLifecycleReported GAVOwnersForm D soldLatest Form D
OT Confidential Computing Fund I, LLCFund2026 form d first saleFundraisingunknownunknown$5.4MMar 4, 2026
OT Quantum Fund I, LLCFund2026 form d first saleFundraisingunknownunknown$1.5MMar 4, 2026
OT AI Cyber Fund I, LLCFund2026 form d first saleFundraisingunknownunknown$376,250Jun 3, 2026

Limited partners

0 LPs, 0 disclosed commitments
No LP commitment on record. An LP edge needs a public disclosure with a quote: a pension report (see Limited partners for the plans read), a fund announcement naming the LP, or a Form ADV owner. The fund page carries the LP’s reported performance.

Known LPs and allocators

0 relationships across the firm's funds, from public pensions and the allocator graph
No allocator names this firm or its funds in a public disclosure DFX holds.

Relationships across DFX

0 co-investors · on 3 other DFX graphs

Co-investors

0 counted from shared deals, for the whole firm
No co-investor relationship yet: these are derived only from rounds and portfolio listings the graph has seen both investors on.
Across DFX and the capital chainon 3 other DFX graphs Show
Across DFX
Across the graphs

OT Management, LLC is the same institution as 3 records in Independent Sponsors, Private Equity and RIA and Wealth.

Independent Sponsors1Private Equity1RIA and Wealth1

DFX found 3 relationships across 3 datasets

Which record it is in each graph, what it is called there, and how the two were matched.

Includes 3 days of DFX Intelligence. Then $199/month unless canceled.

Checking your plan…

Evidence and history

74 dated events, 65 observations from 4 sources

Timeline

74 dated events
  1. Apr 28, 2026
    OT Ai Infrastructure Fund I, LLC first reported on Form ADV by OT Management, LLC (Venture Capital Fund), GAV $4,283,769
    Fund first reported on Form ADVFundsInferenceOT AI Infrastructure Fund I, LLCForm ADV
  2. Apr 28, 2026
    OT Healthcare Fund I, LLC first reported on Form ADV by OT Management, LLC (Private Equity Fund), GAV $6,796,532
    Fund first reported on Form ADVFundsInferenceOT Healthcare Fund I, LLCForm ADV
  3. Apr 28, 2026
    OT Healthcare Fund II, LLC first reported on Form ADV by OT Management, LLC (Private Equity Fund), GAV $5,219,201
    Fund first reported on Form ADVFundsInferenceOT Healthcare Fund II, LLCForm ADV
  4. Apr 28, 2026
    OT Pharma Fund Ix, LLC first reported on Form ADV by OT Management, LLC (Venture Capital Fund), GAV $6,827,101
    Fund first reported on Form ADVFundsInferenceOT Pharma Fund IX, LLCForm ADV
  5. Apr 28, 2026
    OT Yc Fund IV, LLC first reported on Form ADV by OT Management, LLC (Venture Capital Fund), GAV $3,079,009
    Fund first reported on Form ADVFundsInferenceOT YC Fund IV, LLCForm ADV

Identity and regulatory footprint

Address, phone, Form ADV filing and ownersForm ADV filed Apr 28, 2026 · 40 private fundsShow
Headquarters
Boston, MAadviserinfo.sec.gov
Office address
unknownadviserinfo.sec.gov
Business phone
unknownadviserinfo.sec.gov
Website
olivetreecapital.com
SEC adviser type
Registered investment adviseradviserinfo.sec.gov
SEC exemption claimed
unknown
Latest Form ADV
Apr 28, 2026
Private funds reported
40 (29 venture capital funds)adviserinfo.sec.gov
Private fund gross assets, adviser total
$219Madviserinfo.sec.govreported GAV of the funds, the adviser's own number; not fund size, not dry powder
Regulatory AUM
$232Mthe adviser's RAUM, a regulatory measure, never a fund size
Employees
4

Classification history

Every classification this record has carried5 on recordShow
  1. Sep 30, 2026
    Institutional venture firm (probable, 80%)
    Venture manager, reported GAV $295M across 58 vehicles
  2. Sep 23, 2026
    Institutional venture firm (probable, 80%)
    Venture manager, reported GAV $290M across 58 vehicles
  3. Sep 15, 2026
    Institutional venture firm (probable, 80%)
    Venture manager, reported GAV $211M across 54 vehicles
  4. Sep 12, 2026
    Institutional venture firm (probable, 80%)
    Venture manager, reported GAV $191M across 52 vehicles
  5. Sep 12, 2026
    Institutional venture firm (probable, 80%)
    Venture manager, reported GAV $191M across 45 vehicles

Evidence

66 observations from 4 sources
Every observation behind this profile, with its source, date and class
FactValueEffectiveClassSource
Why admittedVC funds reportedApr 28, 2026FactForm ADV
SEC adviser typeRegistered investment adviserApr 28, 2026FactForm ADV
SEC adviser typeRegistered investment adviserApr 28, 2026FactForm ADV
SEC adviser typeRegistered investment adviserSep 27, 2024FactForm ADV
First Form ADV filing2016-10-12Apr 28, 2026FactForm ADV
First Form ADV filing2016-10-12Sep 27, 2024FactForm ADV
Adv history loadedadv-hist-1+panel:2026-09-30Oct 1, 2026FactForm ADV
Adv history loadedadv-hist-1+panel:2026-09-29Sep 30, 2026FactForm ADV
Adv history loadedadv-hist-1+panel:2026-09-25Sep 26, 2026FactForm ADV
Adv history loadedadv-hist-1+panel:2026-09-23Sep 24, 2026FactForm ADV
Adv history loadedadv-hist-1+panel:2026-09-21Sep 23, 2026FactForm ADV
Adv history loadedadv-hist-1+panel:2026-09-22Sep 23, 2026FactForm ADV
Adv history loadedadv-hist-1Sep 12, 2026FactForm ADV
Latest Form ADV filing2026-04-28Apr 28, 2026FactForm ADV
Latest Form ADV filing2026-04-28Apr 28, 2026FactForm ADV
Latest Form ADV filing2024-09-27Sep 27, 2024FactForm ADV
SEC statusApprovedApr 28, 2026FactForm ADV
SEC status effective2022-08-03Apr 28, 2026FactForm ADV
Venture share of reported funds1Apr 28, 2026FactForm ADV
Venture share of reported funds1Sep 27, 2024FactForm ADV
Business phoneApr 28, 2026FactForm ADV
Business phoneSep 27, 2024FactForm ADV
DescriptionOct 1, 2026Fact
DescriptionSep 16, 2026Fact
DescriptionSep 13, 2026Fact
Employees4Apr 28, 2026FactForm ADV
Employees5Sep 27, 2024FactForm ADV
HeadquartersBoston, MAApr 28, 2026FactForm ADV
HeadquartersBoston, MASep 27, 2024FactForm ADV
Office addressApr 28, 2026FactForm ADV
Office addressSep 27, 2024FactForm ADV
Legal formLimited Liability CompanyApr 28, 2026FactForm ADV
Other funds reported3Apr 28, 2026FactForm ADV
PE funds reported8Apr 28, 2026FactForm ADV
Portfolio pageOct 1, 2026Fact
Portfolio pageSep 16, 2026Fact
Portfolio pageSep 13, 2026Fact
Private funds reported40Apr 28, 2026FactForm ADV
Private funds reported40Apr 28, 2026FactForm ADV
Private funds reported45Sep 27, 2024FactForm ADV
Private fund gross assets (reported)$219MApr 28, 2026FactForm ADV
Private fund gross assets (reported)$219MApr 28, 2026FactForm ADV
Private fund gross assets (reported)$208MSep 27, 2024FactForm ADV
Regulatory AUM (adviser, not fund size)$232MApr 28, 2026FactForm ADV
Regulatory AUM (adviser, not fund size)$208MSep 27, 2024FactForm ADV
Schedule a diffsadiff-1Apr 28, 2026FactForm ADV
Stated sectorsAI, hardware, space, quantum
“sector words on the home page”
Oct 1, 2026Fact
Stated sectorsAI, hardware, space, quantum
“sector words on the home page”
Sep 16, 2026Fact
Stated sectorsAI, hardware, space, quantum
“sector words on the home page”
Sep 13, 2026Fact
Venture funds reported29Apr 28, 2026FactForm ADV
Venture funds reported29Apr 28, 2026FactForm ADV
Venture funds reported45Sep 27, 2024FactForm ADV
WebsiteSep 27, 2024FactForm ADV
Site titleOct 1, 2026Fact
Site titleSep 16, 2026Fact
Site titleSep 13, 2026Fact
How this is scored
Scores, classification basis and filing advisersInstitutional venture firm, probableShow
Importance
32
moderate
Active deployment
25
moderate
Emerging
0
low
Freshness
100
high
Institutional venture firm · probableSEC registered investment adviser

Venture manager, reported GAV $295M across 58 vehicles

The inputs behind each score
importance
gav: 0.44 · funds: 1 · people: 0.08 · investments: 0 · co investors: 0
active deployment
investments 12m: 0 · fund raising 18m: 0 · people joined 12m: 0 · vintage within 3y: 1 · latest investment at: not scored
emerging manager
fund count: 67 · reported gav: $292M · first adv filing: 2016-10-12 · years since first filing: 10

Fits, record history and connections

scored matches for this investor, every identity change, every edge

Record history

1 dated event on the change ledger, latest event first
  • Adviser's first ADV filing
    2016-10-12source on record

The ledger records every merge, rename and reclassification this record went through and the dated filings observed on it, so the identity on this page can be traced to the records it was built from. The ledger's own sentences name other records, so they show with the names.

Not yet on record: new companies, 12 mo.