# OVATION PARTNERS, LP

OVATION PARTNERS, LP of SAN ANTONIO, TX is an SEC-registered investment adviser.

## Registration

- CRD: 166145
- Type: SEC-registered investment adviser
- SEC file number: 801-97339
- Location: 12000 NETWORK BLVD, BLDG B, STE 210, SAN ANTONIO, TX, 78249
- Phone: 866-991-8259
- Latest filing: 2023-07-17
- Regulatory AUM: $172.7M
- Discretionary AUM: $172.7M
- Clients: 10
- Accounts: 3

## Officers, owners & control persons (15)

| Name | Role | Location |
| --- | --- | --- |
| YOUNG DANIEL JONATHAN | LIMITED PARTNER | — |
| MCCARTHY LISA ANN | CHIEF FINANCIAL OFFICER; CHIEF FINANCIAL OFFICER / CHIEF COMPLIANCE OFFICER; VP OF FINANCE & ACCOUNTING / CHIEF COMPLIANCE OFFICER | — |
| SERRA JEFFREY ROBERT | LIMITED PARTNER; MEMBER | — |
| SIMMONS JOHN WALTON | LIMITED PARTNER; PARTNER, CCO | — |
| ROVNER MICHAEL JACOB | LIMITED PARTNER; MEMBER; MEMBER AND PRESIDENT | — |
| TELTOW GUNNAR | LIMITED PARTNER | — |
| TOTAH DANIEL SCOTT | VP FINANCE | — |
| FABIANO VITO THOMAS | PRESIDENT/MANAGER FGMS LLC (RELYING ADVISER); SHAREHOLDER | — |
| GOLDSTEIN JACOB NMN | MEMBER-FGMS LLC (RELYING ADVISER) | — |
| Katz Joel Grant | CHIEF FINANCIAL OFFICER / CHIEF COMPLIANCE OFFICER / CHIEF PRIVACY OFFICER / PARTNER; CHIEF FINANCIAL OFFICER / CHIEF COMPLIANCE OFFICER / PARTNER; CHIEF FINANCIAL OFFICER / PARTNER (+2 more) | — |
| McCarthy Melissa | VP OF FINANCE & ACCOUNTING; VP OF FINANCE & ACCOUNTING / CHIEF COMPLIANCE OFFICER | — |
| JONES ANNA KAITLYN | CHIEF COMPLIANCE OFFICER; DIRECTOR OF INVESTOR RELATIONS | — |
| CREEL JACK CHRISTOPHER | CHIEF COMPLIANCE OFFICER | — |
| CROHN SCOTT ZACK | LIMITED PARTNER | — |
| FABIANO ROSARY ANN | SHAREHOLDER | — |


## Private funds (2)

| Fund | Type | Formed | Owners | GAV | Min investment |
| --- | --- | --- | --- | --- | --- |
| DERBY RR OZ LP | Real Estate Fund | — | 39 | $20.3M | $250K |
| KRESS OZ LP | Real Estate Fund | — | 21 | $5.6M | $250K |


## Fund service providers (1)

- administrator: OPUS FUND SERVICES

## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/166145/brochure
- Similar advisers: https://search.stillhousedata.com/firm/166145/similar
- Related entities: https://search.stillhousedata.com/firm/166145/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/166145

---

Source: public SEC Form ADV 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.