COMING SOON

Otis Funds

The easiest way to invest in collectibles, sneakers, trading cards, art, and other cultural assets.

Join the waitlist to gain access with no fees for the first 6 months.

What fund(s) are you interested in?
Thanks! Someone from our team will be in touch.
Oops! Something went wrong while submitting the form.

Otis is considering hosting this Reg A+ securities offering by Otis Wealth, LLC.

We believe that Culture is a great alternative investment with the following characteristics:

1
Cultural assets have outperformed the S&P 500.
Contemporary Art
Has offered an annual return of 14% vs a 9.5% annual return from the S&P over the last 25 years (according to the Citi Global Art Market).
Trading Cards
The PWCC 500 Index has reported a 12-year ROI of 175% compared to just 102% for the S&P 500.
Birkin Bags
Over the last 35 years, the S&P returned an average 8.7% a year, while the resale value of a Birkin Bag in pristine condition rose 14.2%
2
Ultra-high net worth investors invest 5% of their portfolio in collectibles (based on a recent report by Deloitte).
3
Cultural assets offer protection against inflation while diversifying portfolios.

We are currently testing the waters for a potential Regulation A+ offering. We anticipate that the offering would seek to raise up to $75,000,000, with a minimum investment of $100.

With Otis Funds, you will be able to invest in an actively managed, low-cost, diversified portfolio of cultural assets. Each Fund will be broken out by asset classes and category themes.

Each Fund’s primary objective is to achieve capital appreciation. Our acquisition team will acquire assets based on scarcity, valuation/price, condition, cultural significance, and growth potential, among many other data-driven factors.

Our team has a wide-ranging network that allows us to acquire assets not always available to the general public. Additionally, our team has a deep understanding of the market forces and catalysts that impact cultural assets. 

We conduct our own research to identify what we believe to be the highest quality cultural assets for the next 3-7+ years. We will then construct a balanced portfolio of these cultural assets within each category, including contemporary art, sneakers, sports (trading cards and sports memorabilia) and collectibles such as video games, comic books, technology and others.

We will actively manage the portfolio based on price, growth, and market supply/demand. This will include rebalancing and selling assets to maximize returns and minimize risk for our investors.

Every quarter, we will release a quarterly report of fund performance, with detailed but digestible information for our investors. 

Otis Funds will be available to all U.S. investors (no accreditation required) with minimums as low as $100. 

Are there any fees?
What is the minimum initial investment?
Is there a lockup? What are the liquidity options?
How will I stay updated with my investment?
Which asset classes and categories?

Series Fund I, a series of Otis Gallery LLC, is “testing the waters” to gauge market demand from potential investors for a potential offering under Tier II of Regulation A of the Securities Act of 1933, as amended. No money or other consideration is being solicited, and if sent in response, it will not be accepted. No sales of securities will be made or commitment to purchase accepted until qualification of an applicable offering statement by the U.S. Securities and Exchange Commission and approval of any other required government or regulatory agency. An indication of interest made by a prospective investor is non-binding and involves no obligation or commitment of any kind. Any offer to buy securities may be withdrawn or revoked, without obligation or commitment of any kind, at any time before notice of its acceptance given after the qualification date. No offer to buy securities can be accepted and no part of the purchase price can be received without an offering statement that has been qualified by the SEC, which we urge prospective investors to read carefully at such time.

Certain information contained herein constitutes “forward-looking statements” (within the meaning of Section 27A of the Securities Act), which can be identified by future dates or the use of terms such as “may,” “will,” “should,” “could,” “would,” “potential,” “continue,” “expects,” “anticipates,” “projects,” “future,” “targets,” “intends,” “plans,” “believes” (or the negatives thereof) or other variations thereon or comparable terminology and typically express expectations, hopes, beliefs and/or intentions regarding the future. Forward-looking statements are subject to a number of risks and uncertainties, some of which are beyond the control of the issuer. All forward-looking statements attributable to the issuer are expressly qualified in their entirety by these risks and uncertainties. Actual results, dates, performance, prospects and/or opportunities could differ materially from those expressed in or implied by the forward-looking statements. The forward-looking events discussed herein may not occur. The issuer undertakes no obligation to update or revise any forward-looking statements, whether as a result of new information, future events or otherwise. Nothing contained herein should be construed as a recommendation to buy, sell or hold any investment or security or to engage in any investment strategy or transaction. Prospective investors should not place undue reliance on any forward-looking statements and should not make an investment decision based solely on forward-looking statements. 

OTIS WEALTH, INC. (“OTIS”) OPERATES THE WITHOTIS.COM WEBSITE (THE “SITE”) AND A MOBILE APP-BASED PLATFORM (THE “APP”), AND IS NOT A BROKER-DEALER OR INVESTMENT ADVISER. ALL SECURITIES-RELATED ACTIVITY IS CONDUCTED BY DALMORE GROUP, LLC (“DALMORE”), A REGISTERED BROKER-DEALER AND MEMBER OF FINRA (WWW.FINRA.ORG) AND SIPC (WWW.SIPC.ORG), LOCATED AT 525 GREEN PLACE, WOODMERE, NY 11598. YOU CAN REVIEW THE BROKERCHECK FOR DALMORE HERE. AN UP-TO-DATE DALMORE FORM CRS IS AVAILABLE HERE.

YOU SHOULD SPEAK WITH YOUR FINANCIAL ADVISOR, ACCOUNTANT AND/OR ATTORNEY WHEN EVALUATING ANY OFFERING. NEITHER OTIS, ITS AFFILIATED ISSUERS NOR DALMORE MAKES ANY RECOMMENDATIONS OR PROVIDES ADVICE ABOUT INVESTMENTS. THE SITE AND THE APP MAY MAKE FORWARD-LOOKING STATEMENTS. YOU SHOULD NOT RELY ON THESE STATEMENTS BUT SHOULD CAREFULLY EVALUATE THE OFFERING MATERIALS IN ASSESSING ANY INVESTMENT OPPORTUNITY, INCLUDING THE COMPLETE SET OF RISK FACTORS THAT ARE PROVIDED FOR YOUR CONSIDERATION.

OTIS GALLERY LLC (“GALLERY”) AND OTIS COLLECTION LLC (“COLLECTION”) ARE CONDUCTING PUBLIC OFFERINGS PURSUANT TO REGULATION A AND PRIVATE OFFERINGS PURSUANT TO REGULATION D UNDER THE SECURITIES ACT OF 1933, AS AMENDED, THROUGH THE APP. THE OFFERING CIRCULAR FOR GALLERY CAN BE FOUND HERE, AND THE OFFERING CIRCULAR FOR COLLECTION CAN BE FOUND HERE. THE PRIVATE PLACEMENT MEMORANDUM FOR ANY OFFERING CONDUCTED PURSUANT TO REGULATION D HAS BEEN OR WILL BE, AS APPLICABLE, DISTRIBUTED DIRECTLY TO INVESTORS. PAST PERFORMANCE IS NO GUARANTEE OF FUTURE RESULTS. INVESTMENTS SUCH AS THOSE ON THE OTIS PLATFORM ARE SPECULATIVE AND INVOLVE SUBSTANTIAL RISKS TO CONSIDER BEFORE INVESTING, OUTLINED IN THE RESPECTIVE OFFERING MATERIALS AND INCLUDING, BUT NOT LIMITED TO, ILLIQUIDITY, LACK OF DIVERSIFICATION AND COMPLETE LOSS OF CAPITAL. KEY RISKS INCLUDE, BUT ARE NOT LIMITED TO, LIMITED OPERATING HISTORY, LIMITED DIVERSIFICATION, RISK OF ASSET DAMAGE OR THEFT AND LACK OF VOTING RIGHTS. ALSO, THE ADVERSE ECONOMIC EFFECTS OF THE COVID-19 PANDEMIC ARE UNKNOWN AND COULD MATERIALLY IMPACT THIS INVESTMENT. AN INVESTMENT IN AN OFFERING CONSTITUTES ONLY AN INVESTMENT IN A PARTICULAR SERIES AND NOT IN OTIS, GALLERY, COLLECTION OR THE UNDERLYING ASSET(S). INVESTORS SHOULD CAREFULLY REVIEW THE RISKS LOCATED IN THE RESPECTIVE OFFERING MATERIALS FOR A MORE COMPREHENSIVE DISCUSSION OF RISK.

INVESTMENT OVERVIEWS CONTAINED HEREIN CONTAIN SUMMARIES OF THE PURPOSE AND THE PRINCIPAL BUSINESS TERMS OF THE INVESTMENT OPPORTUNITIES. SUCH SUMMARIES ARE INTENDED FOR INFORMATIONAL PURPOSES ONLY AND DO NOT PURPORT TO BE COMPLETE, AND EACH IS QUALIFIED IN ITS ENTIRETY BY REFERENCE TO THE MORE-DETAILED DISCUSSIONS CONTAINED IN THE RESPECTIVE OFFERING CIRCULAR FILED WITH THE SECURITIES AND EXCHANGE COMMISSION (“SEC”) OR OTHER OFFERING MATERIALS RELATING TO SUCH INVESTMENT OPPORTUNITY.

FROM TIME TO TIME, AFFILIATES OF OTIS WILL SEEK TO QUALIFY ADDITIONAL SECURITIES UNDER REGULATION A. FOR OFFERINGS THAT HAVE NOT YET BEEN QUALIFIED, NO MONEY OR OTHER CONSIDERATION IS BEING SOLICITED AND, IF SENT IN RESPONSE, WILL NOT BE ACCEPTED. NO OFFER TO BUY SECURITIES CAN BE ACCEPTED, AND NO PART OF THE PURCHASE PRICE CAN BE RECEIVED, UNTIL AN OFFERING STATEMENT FILED WITH THE SEC HAS BEEN QUALIFIED BY THE SEC OR UNLESS AS STATED IN THE OFFERING MATERIALS RELATING TO AN INVESTMENT OPPORTUNITY, AS APPLICABLE. ANY SUCH OFFER MAY BE WITHDRAWN OR REVOKED, WITHOUT OBLIGATION OR COMMITMENT OF ANY KIND, AT ANY TIME BEFORE NOTICE OF ACCEPTANCE GIVEN AFTER THE DATE OF QUALIFICATION BY THE SEC OR AS STATED IN THE OFFERING MATERIALS RELATING TO AN INVESTMENT OPPORTUNITY, AS APPLICABLE. AN INDICATION OF INTEREST INVOLVES NO OBLIGATION OR COMMITMENT OF ANY KIND.

OTIS DOES NOT OFFER REFUNDS AFTER AN INVESTMENT HAS BEEN MADE. PLEASE REVIEW THE RELEVANT OFFERING MATERIALS AND SUBSCRIPTION DOCUMENTATION FOR MORE INFORMATION.

AN ACTIVE TRADING MARKET FOR ANY SERIES OF GALLERY OR COLLECTION INTERESTS MAY NOT DEVELOP OR BE SUSTAINED. IF AN ACTIVE PUBLIC TRADING MARKET FOR GALLERY OR COLLECTION INTERESTS DOES NOT DEVELOP OR IS NOT SUSTAINED, IT MAY BE DIFFICULT OR IMPOSSIBLE FOR YOU TO RESELL YOUR INTERESTS AT ANY PRICE. EVEN IF AN ACTIVE MARKET DOES DEVELOP, THE MARKET PRICE COULD DECLINE BELOW THE AMOUNT YOU PAID FOR YOUR INTERESTS. THERE IS NO ASSURANCE THAT THE OTIS PLATFORM WILL PROVIDE AN ACTIVE MARKET FOR RESALES OF GALLERY OR COLLECTION INTERESTS. FURTHER, WITHOUT THE OTIS PLATFORM, IT MAY BE DIFFICULT OR IMPOSSIBLE FOR YOU TO DISPOSE OF YOUR INTERESTS. IF THE MARKET DEVELOPS FOR ANY SERIES OF GALLERY AND/OR OTIS COLLECTION INTERESTS, THE MARKET PRICE OF SUCH INTERESTS COULD FLUCTUATE SIGNIFICANTLY FOR MANY REASONS, INCLUDING REASONS UNRELATED TO PERFORMANCE, THE UNDERLYING ASSETS OR ANY SERIES, SUCH AS REPORTS BY INDUSTRY ANALYSTS, INVESTOR PERCEPTIONS OR ANNOUNCEMENTS BY COMPETITORS REGARDING THEIR OWN PERFORMANCE, AS WELL AS GENERAL ECONOMIC AND INDUSTRY CONDITIONS.