OPTION RESEARCH & TECHNOLOGY SERVICES, LLC

Adviser information for OPTION RESEARCH & TECHNOLOGY SERVICES, LLC last updated from Form ADV on March 29th, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.

Advisory Business

Type of Organization	Limited Liability Company
Fiscal Year End	DECEMBER
Legal Location	Illinois, United States

Employees

Total Number of Employees	4
Investment Advisory/Research	4
Registered Broker-Dealer Representatives	0
Registered State Investment Advisers	0
Licensed Agents of an Insurance Company	0
No. of Firms/People that Solicit Clients	0

RAUM

Provides Management of Securities Portfolios	No

Clients

Type	Number	RAUM
Individuals	0	$0
HNW Individuals	0	$0
Banking or thrift institutions	0	$0
Investment companies	0	$0
Business development companies	0	$0
Pooled investment vehicles	0	$0
Pension and profit sharing plans	0	$0
Charitable organizations	0	$0
State or municipal gov entities	0	$0
Other investment advisers	0	$0
Insurance companies	0	$0
Sovereign wealth funds and foreign official institutions	0	$0
Corporations or other businesses	0	$0
Other	150	$0

Type	Number
No. of Non-RAUM Clients	150
No. of Non-U.S. Clients	40

Services

Advisory Services	PRIMARILY INTERNET-BASED INVESTMENT ADVICE.
Compensation	Fixed fees

Identifiers

SEC RIA File Number	801-113446
SEC ERA File Number	801-113446
SEC CIK Numbers	None
SEC CRD Numbers	293933
Legal Entity Identifier	None

Principal Office

36 MAPLEWOOD AVE.
PORTSMOUTH
NH
United States

Monday - Friday, 9:00 AM-5:00 PM

Tel: 312-986-1060, Fax: None

Websites

www.orats.com/ twitter.com/optionrats www.youtube.com/@orats www.linkedin.com/company/option-research-&-technology-services-orats-/

Chief Compliance Officer

MATTHEW AMBERSON

MANAGING MEMBER

36 MAPLEWOOD AVE.

PORTSMOUTH

United States

Tel: 312-986-1060

M***@********M

(Full email address available in API data)

Industry Affiliates

None

Private Funds

Name	Type	Assets $USD	Min Investment $USD	No. Owners