# ORTIZ PETER MARC

ORTIZ PETER MARC appears across SEC filings — Form ADV advisers, Form D, Reg A, and crowdfunding offerings. 6 filing roles across Form ADV (6).

## Filings (6)

| Filed | Source | Entity | Role | Location |
| --- | --- | --- | --- | --- |
| — | Form ADV | [LGL PARTNERS, LLC](https://search.stillhousedata.com/firm/289784) | CHIEF OPERATING OFFICER | PHILADELPHIA, PA |
| — | Form ADV | [FFT WEALTH MANAGEMENT LLC](https://search.stillhousedata.com/firm/151225) | CHIEF OPERATING OFFICER | PHILADELPHIA, PA |
| — | Form ADV | [OPTIMA ASSET MANAGEMENT LP](https://search.stillhousedata.com/firm/299826) | CHIEF OPERATING OFFICER | NEW YORK, NY |
| — | Form ADV | [TREESDALE PARTNERS, LLC](https://search.stillhousedata.com/firm/132920) | CHIEF COMPLIANCE OFFICER | NEW YORK, NY |
| — | Form ADV | [3D/L CAPITAL MANAGEMENT, LLC](https://search.stillhousedata.com/firm/283304) | CHIEF COMPLIANCE OFFICER | HARTFORD, CT |
| — | Form ADV | [LEE CAPITAL ASSET MANAGEMENT LLC](https://search.stillhousedata.com/firm/296878) | CHIEF COMPLIANCE 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.