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Ovata Capital Management LLC

● SEC registered since 2026CRD 316669SEC# 801-135272Hong Kong
Export (members)
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
NameTitleOwnershipSince
Nicholas Roy Bloom ControlChief Operating Officer, Chief Compliance OfficerUnder 5%2021
Ovata Asset Management Limited Control100% Shareholder Of Ovata Capital Management LlcOver 75%2021
Wenlai James Chen ControlDirector, Managing Member, Chief Investment OfficerUnder 5%2021
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Frequently 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

AddressHong Kong Li-Ning Building, 7th Floor, 218 Electric Road, Hong Kong
Phone+85238903030
Office hours9a.m.-6p.m.
SEC regionHQ
Discloses disciplinary historyNo

Assets under management

Discretionary$441.9M
Non-discretionary$0
Total (RAUM)$441.9M