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OTIUM ADVISORY GROUP, LLC
Otium Advisory Group is a fee only financial planning firm based in Los Angeles. It offers three core services—Financial Planning, Investment Management, and...
OTIUM ADVISORY GROUP, LLC
Otium Advisory Group is a fee only financial planning firm based in Los Angeles. It offers three core services—Financial Planning, Investment Management, and Tax Planning—working together to guide clients’ financial journeys. The firm caters to busy Gen-X and Y professionals living and/or working in Los Angeles who seek fee only, fiduciary advice, with a focus on helping clients avoid costly financial mistakes before they act.
General information
Firm type
Multi Family Office
Location
City
Los Angeles
Principals
John Pak
Certified Financial Planner™ and founder
Frequently asked questions
How does OTIUM source proprietary deal flow?
OTIUM ADVISORY GROUP sources investment opportunities through its network of external GP relationships and professional contacts. The firm does not maintain an in-house sourcing team, instead relying on relationships with asset managers and intermediaries.
Does OTIUM participate in fund commitments or only direct deals?
OTIUM ADVISORY GROUP allocates client capital to both third-party fund commitments and direct co-investments. Its structure allows for a hybrid approach, depending on client preferences and opportunities in asset classes like private equity and real assets.
What investment stages does OTIUM typically target?
OTIUM ADVISORY GROUP targets a range of stages, from growth equity to buyout and real asset investments. The firm favors established companies and income-producing assets rather than early-stage venture.
Which sectors does OTIUM explicitly avoid?
OTIUM ADVISORY GROUP has not publicly announced any explicit sector exclusions. As a fiduciary, investment decisions are tailored to individual client objectives rather than a blanket avoidance policy.
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