Ovata Capital Management LLC
Ovata Capital Management LLC is an SEC-registered asset manager in Dover, DE with $441.9M assets under management (AUM, regulatory AUM), -999% over one year. See who owns Ovata Capital Management LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 316669, SEC 802-122478, data through 2026-03-26.
- AUM (assets under management / regulatory AUM)
- $441.9M (2026-03-26)
- Firm type
- Asset Manager
- Location
- Dover, DE
- Employees
- 5
- Clients
- 2
- CRD
- 316669
- Ownership
- OVATA HOLDINGS; CHEN, WENLAI, JAMES; BLOOM, NICHOLAS, ROY; OVATA ASSET MANAGEMENT LIMITED
How much AUM does Ovata Capital Management LLC have?
Ovata Capital Management LLC reported $441.9M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-26).
Who owns Ovata Capital Management LLC?
Disclosed owners and executives of Ovata Capital Management LLC include OVATA HOLDINGS, CHEN, WENLAI, JAMES, BLOOM, NICHOLAS, ROY, OVATA ASSET MANAGEMENT LIMITED. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.