OVATION PARTNERS, LP
CRD #166145 SEC #801-97339 AUSTIN, TX 512-961-8254
SEC Registered Exempt Reporting Private Funds
Total AUM
$172.7M
Discretionary
$172.7M
Employees
10
Clients
--
Accounts
3
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Jul 2023 | $172.7M | $172.7M | $0 | 10 | 0 |
| May 2023 | $465.5M | $465.5M | $0 | 11 | 0 |
| Mar 2023 | $465.5M | $465.5M | $0 | 27 | 0 |
| Aug 2022 | $544M | $544M | $0 | 25 | 0 |
| Mar 2022 | $544M | $544M | $0 | 25 | 0 |
| Oct 2021 | $683.8M | $683.8M | $0 | 29 | 0 |
| Oct 2021 | $683.8M | $683.8M | $0 | 29 | 0 |
| Sep 2021 | $683.8M | $683.8M | $0 | 29 | 0 |
| Apr 2021 | $683.8M | $683.8M | $0 | 29 | 0 |
| Mar 2021 | $683.8M | $683.8M | $0 | 29 | 0 |
| Aug 2020 | $761.9M | $761.9M | $0 | 34 | 0 |
| Mar 2020 | $761.9M | $761.9M | $0 | 34 | 0 |
| Oct 2019 | $655.5M | $655.5M | $0 | 33 | 0 |
| Oct 2019 | $655.5M | $655.5M | $0 | 33 | 0 |
| Mar 2019 | $655.5M | $655.5M | $0 | 33 | 0 |
| Mar 2018 | $647.1M | $647.1M | $0 | 27 | 0 |
| Sep 2017 | $543M | $543M | $0 | 22 | 1 |
| Mar 2017 | $543M | $543M | $0 | 22 | 1 |
| Aug 2016 | $280.6M | $280.6M | $0 | 14 | 1 |
| Mar 2016 | $280.6M | $280.6M | $0 | 14 | 1 |
| Jan 2016 | $168.3M | $168.3M | $0 | 8 | 1 |
| May 2015 | $168.3M | $168.3M | $0 | 8 | 1 |
DateJul 2023
Total AUM$172.7M
Discretionary$172.7M
Non-Disc.$0
Employees10
Clients0
DateMay 2023
Total AUM$465.5M
Discretionary$465.5M
Non-Disc.$0
Employees11
Clients0
DateMar 2023
Total AUM$465.5M
Discretionary$465.5M
Non-Disc.$0
Employees27
Clients0
DateAug 2022
Total AUM$544M
Discretionary$544M
Non-Disc.$0
Employees25
Clients0
DateMar 2022
Total AUM$544M
Discretionary$544M
Non-Disc.$0
Employees25
Clients0
DateOct 2021
Total AUM$683.8M
Discretionary$683.8M
Non-Disc.$0
Employees29
Clients0
DateOct 2021
Total AUM$683.8M
Discretionary$683.8M
Non-Disc.$0
Employees29
Clients0
DateSep 2021
Total AUM$683.8M
Discretionary$683.8M
Non-Disc.$0
Employees29
Clients0
DateApr 2021
Total AUM$683.8M
Discretionary$683.8M
Non-Disc.$0
Employees29
Clients0
DateMar 2021
Total AUM$683.8M
Discretionary$683.8M
Non-Disc.$0
Employees29
Clients0
DateAug 2020
Total AUM$761.9M
Discretionary$761.9M
Non-Disc.$0
Employees34
Clients0
DateMar 2020
Total AUM$761.9M
Discretionary$761.9M
Non-Disc.$0
Employees34
Clients0
DateOct 2019
Total AUM$655.5M
Discretionary$655.5M
Non-Disc.$0
Employees33
Clients0
DateOct 2019
Total AUM$655.5M
Discretionary$655.5M
Non-Disc.$0
Employees33
Clients0
DateMar 2019
Total AUM$655.5M
Discretionary$655.5M
Non-Disc.$0
Employees33
Clients0
DateMar 2018
Total AUM$647.1M
Discretionary$647.1M
Non-Disc.$0
Employees27
Clients0
DateSep 2017
Total AUM$543M
Discretionary$543M
Non-Disc.$0
Employees22
Clients1
DateMar 2017
Total AUM$543M
Discretionary$543M
Non-Disc.$0
Employees22
Clients1
DateAug 2016
Total AUM$280.6M
Discretionary$280.6M
Non-Disc.$0
Employees14
Clients1
DateMar 2016
Total AUM$280.6M
Discretionary$280.6M
Non-Disc.$0
Employees14
Clients1
DateJan 2016
Total AUM$168.3M
Discretionary$168.3M
Non-Disc.$0
Employees8
Clients1
DateMay 2015
Total AUM$168.3M
Discretionary$168.3M
Non-Disc.$0
Employees8
Clients1