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 Fund39$20.3M$250K
KRESS OZ LPReal Estate Fund21$5.6M$250K

Fund service providers (1)

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