Ovata Capital Management LLC
● SEC registered since 2026CRD 316669SEC# 801-135272Hong Kong
Reg. AUM
$441.9M
Employees
5
Accounts
2
Location
Hong Kong
Ovata Capital Management LLC assets under management
Ovata Capital Management LLC is an investment advisory firm registered with the SEC based in Hong Kong. The firm has been registered since 2026. It reports $441.9 million in regulatory assets under management and employs 5 people.
Ovata Capital Management LLC owners & executives
5 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Nicholas Roy Bloom Control | Chief Operating Officer, Chief Compliance Officer | Under 5% | 2021 |
| Ovata Asset Management Limited Control | 100% Shareholder Of Ovata Capital Management Llc | Over 75% | 2021 |
| Wenlai James Chen Control | Director, Managing Member, Chief Investment Officer | Under 5% | 2021 |
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Join to unlock · $37/moFrequently asked questions
How much does Ovata Capital Management LLC manage?
Ovata Capital Management LLC reports $441.9 million in regulatory assets under management on its Form ADV.
How many employees does Ovata Capital Management LLC have?
Ovata Capital Management LLC reports 5 employees.
Where is Ovata Capital Management LLC located?
Ovata Capital Management LLC is based in Hong Kong and has been SEC-registered since 2026.
Does Ovata Capital Management LLC disclose fund performance?
Ovata Capital Management LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | Hong Kong Li-Ning Building, 7th Floor, 218 Electric Road, Hong Kong |
| Phone | +85238903030 |
| Office hours | 9a.m.-6p.m. |
| SEC region | HQ |
| Discloses disciplinary history | No |
Regulatory AUM
$441.9MNo change
Jan '26Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 51%
Larger than 49% of 16,271 advisers
EmployeesTop 62%
More than 38% of 16,825 advisers
Assets under management
$441.9Mregulatory AUM
Discretionary $441.9M