OVATION PARTNERS, LP

OVATION PARTNERS, LP of SAN ANTONIO, TX is an SEC-registered investment adviser (CRD 166145). Regulatory assets under management: $172.7M.

Registration

Officers, owners & control persons (15)

NameRoleLocation
YOUNG DANIEL JONATHANLIMITED PARTNER—
MCCARTHY LISA ANNCHIEF FINANCIAL OFFICER; CHIEF FINANCIAL OFFICER / CHIEF COMPLIANCE OFFICER; VP OF FINANCE & ACCOUNTING / CHIEF COMPLIANCE OFFICER—
SERRA JEFFREY ROBERTLIMITED PARTNER; MEMBER—
SIMMONS JOHN WALTONLIMITED PARTNER; PARTNER, CCO—
ROVNER MICHAEL JACOBLIMITED PARTNER; MEMBER; MEMBER AND PRESIDENT—
TELTOW GUNNARLIMITED PARTNER—
TOTAH DANIEL SCOTTVP FINANCE—
FABIANO VITO THOMASPRESIDENT/MANAGER FGMS LLC (RELYING ADVISER); SHAREHOLDER—
GOLDSTEIN JACOB NMNMEMBER-FGMS LLC (RELYING ADVISER)—
Katz Joel GrantCHIEF FINANCIAL OFFICER / CHIEF COMPLIANCE OFFICER / CHIEF PRIVACY OFFICER / PARTNER; CHIEF FINANCIAL OFFICER / CHIEF COMPLIANCE OFFICER / PARTNER; CHIEF FINANCIAL OFFICER / PARTNER (+2 more)—
McCarthy MelissaVP OF FINANCE & ACCOUNTING; VP OF FINANCE & ACCOUNTING / CHIEF COMPLIANCE OFFICER—
JONES ANNA KAITLYNCHIEF COMPLIANCE OFFICER; DIRECTOR OF INVESTOR RELATIONS—
CREEL JACK CHRISTOPHERCHIEF COMPLIANCE OFFICER—
CROHN SCOTT ZACKLIMITED PARTNER—
FABIANO ROSARY ANNSHAREHOLDER—

Private funds (2)

FundTypeFormedOwnersGross asset valueMin investment
DERBY RR OZ LPReal Estate Fund—39$20.3M$250K
KRESS OZ LPReal Estate Fund—21$5.6M$250K

Fund service providers (1)

More on this firm