# Peter Marc Ortiz

Peter Marc Ortiz appears across SEC filings — Form ADV advisers, Form D, Reg A, and crowdfunding offerings. 3 filing roles across Form ADV (3).

## Filings (3)

| Filed | Source | Entity | Role | Location |
| --- | --- | --- | --- | --- |
| 2025-03-31 | Form ADV | [LGL PARTNERS, LLC](https://search.stillhousedata.com/firm/289784) | CHIEF OPERATING OFFICER | PHILADELPHIA, PA |
| 2025-03-31 | Form ADV | [FFT WEALTH MANAGEMENT LLC](https://search.stillhousedata.com/firm/151225) | CHIEF OPERATING OFFICER | PHILADELPHIA, PA |
| 2025-03-31 | Form ADV | [OPTIMA ASSET MANAGEMENT LP](https://search.stillhousedata.com/firm/299826) | CHIEF OPERATING OFFICER | NEW YORK, NY |


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Source: public SEC filing data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.