Peter Marc Ortiz appears across SEC filings — Form ADV advisers, Form D, Reg A, and crowdfunding offerings. Peter Marc Ortiz appears on 3 filing roles across Form ADV (3).
| Filed | Source | Entity | Role | Location |
|---|---|---|---|---|
| 2025-03-31 | Form ADV | LGL PARTNERS, LLC | CHIEF OPERATING OFFICER | PHILADELPHIA, PA |
| 2025-03-31 | Form ADV | FFT WEALTH MANAGEMENT LLC | CHIEF OPERATING OFFICER | PHILADELPHIA, PA |
| 2025-03-31 | Form ADV | OPTIMA ASSET MANAGEMENT LP | CHIEF OPERATING OFFICER | NEW YORK, NY |