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
Firm Details
- Organization Type
- Limited Partnership
- State of Formation
- Texas
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- May 19, 2015
- Branch Offices
- --
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| CREEL, JACK, CHRISTOPHER | I | CHIEF COMPLIANCE OFFICER | NA | |
| FABIANO, VITO, THOMAS | I | PRESIDENT/MANAGER FGMS LLC (RELYING ADVISER) | NA | Control |
| FABIANO, VITO, THOMAS | I | PRESIDENT/MANAGER FGMS LLC (RELYING ADVISER) | NA | Control |
| FABIANO, VITO, THOMAS | I | PRESIDENT/MANAGER FGMS LLC (RELYING ADVISER) | NA | Control |
| JONES, ANNA, KAITLYN | I | CHIEF COMPLIANCE OFFICER; DIRECTOR OF INVESTOR RELATIONS | NA | Control |
| JONES, ANNA, KAITLYN | I | CHIEF COMPLIANCE OFFICER; DIRECTOR OF INVESTOR RELATIONS | NA | Control |
| JONES, ANNA, KAITLYN | I | CHIEF COMPLIANCE OFFICER; DIRECTOR OF INVESTOR RELATIONS | NA | Control |
| KATZ, JOEL, GRANT | I | CHIEF FINANCIAL OFFICER / PARTNER | NA | Control |
| KATZ, JOEL, GRANT | I | CHIEF FINANCIAL OFFICER / PARTNER | NA | Control |
| KATZ, JOEL, GRANT | I | CHIEF FINANCIAL OFFICER / PARTNER | NA | Control |
| KATZ, JOEL, GRANT | I | CHIEF FINANCIAL OFFICER / PARTNER | NA | Control |
| KATZ, JOEL, GRANT | I | CHIEF OPERATING OFFICER / PARTNER | NA | Control |
| KATZ, JOEL, GRANT | I | PARTNER | NA | |
| KATZ, JOEL, GRANT | I | CHIEF OPERATING OFFICER / PARTNER | NA | Control |
| KATZ, JOEL, GRANT | I | PARTNER | NA | |
| Katz, Joel, Grant | I | CHIEF FINANCIAL OFFICER / CHIEF COMPLIANCE OFFICER / CHIEF PRIVACY OFFICER / PARTNER | NA | Control |
| Katz, Joel, Grant | I | CHIEF FINANCIAL OFFICER / CHIEF COMPLIANCE OFFICER / CHIEF PRIVACY OFFICER / PARTNER | NA | Control |
| Katz, Joel, Grant | I | CHIEF FINANCIAL OFFICER / CHIEF COMPLIANCE OFFICER / CHIEF PRIVACY OFFICER / PARTNER | NA | Control |
| Katz, Joel, Grant | I | CHIEF FINANCIAL OFFICER / CHIEF COMPLIANCE OFFICER / PARTNER | NA | Control |
| Katz, Joel, Grant | I | CHIEF FINANCIAL OFFICER / CHIEF COMPLIANCE OFFICER / PARTNER | NA | Control |
| Katz, Joel, Grant | I | CHIEF FINANCIAL OFFICER / CHIEF COMPLIANCE OFFICER / PARTNER | NA | Control |
| Katz, Joel, Grant | I | CHIEF FINANCIAL OFFICER / PARTNER | NA | Control |
| Katz, Joel, Grant | I | CHIEF FINANCIAL OFFICER / PARTNER | NA | Control |
| Katz, Joel, Grant | I | CHIEF FINANCIAL OFFICER / PARTNER | NA | Control |
| MCCARTHY, MELISSA, ANN | I | VP OF FINANCE & ACCOUNTING / CHIEF COMPLIANCE OFFICER | NA | |
| MCCARTHY, MELISSA, ANN | I | VP OF FINANCE & ACCOUNTING / CHIEF COMPLIANCE OFFICER | NA | |
| MCCARTHY, MELISSA, ANN | I | VP OF FINANCE & ACCOUNTING / CHIEF COMPLIANCE OFFICER | NA | |
| MCCARTHY, MELISSA, ANN | I | VP OF FINANCE & ACCOUNTING / CHIEF COMPLIANCE OFFICER | NA | |
| MCCARTHY, MELISSA, ANN | I | CHIEF FINANCIAL OFFICER / CHIEF COMPLIANCE OFFICER | NA | |
| MCCARTHY, MELISSA, ANN | I | CHIEF FINANCIAL OFFICER | NA | Control |
| MCCARTHY, MELISSA, ANN | I | CHIEF FINANCIAL OFFICER | NA | Control |
| McCarthy, Melissa | I | VP OF FINANCE & ACCOUNTING | NA | |
| McCarthy, Melissa | I | VP OF FINANCE & ACCOUNTING | NA | |
| McCarthy, Melissa | I | VP OF FINANCE & ACCOUNTING | NA | |
| McCarthy, Melissa | I | VP OF FINANCE & ACCOUNTING / CHIEF COMPLIANCE OFFICER | NA | |
| McCarthy, Melissa | I | VP OF FINANCE & ACCOUNTING / CHIEF COMPLIANCE OFFICER | NA | |
| McCarthy, Melissa | I | VP OF FINANCE & ACCOUNTING / CHIEF COMPLIANCE OFFICER | NA | |
| OVATION MANAGEMENT LLC | DE | GENERAL PARTNER | NA | Control |
| OVATION MANAGEMENT LLC | DE | GENERAL PARTNER | NA | Control |
| OVATION MANAGEMENT LLC | DE | GENERAL PARTNER | NA | Control |
| OVATION MANAGEMENT LLC | DE | GENERAL PARTNER | NA | Control |
| OVATION MANAGEMENT LLC | DE | GENERAL PARTNER | NA | Control |
| OVATION MANAGEMENT LLC | DE | GENERAL PARTNER | NA | Control |
| OVATION MANAGEMENT LLC | DE | GENERAL PARTNER | NA | Control |
| OVATION MANAGEMENT LLC | DE | GENERAL PARTNER | NA | Control |
| OVATION MANAGEMENT LLC | DE | GENERAL PARTNER | NA | Control |
| OVATION MANAGEMENT LLC | DE | GENERAL PARTNER | NA | Control |
| OVATION MANAGEMENT LLC | DE | GENERAL PARTNER | NA | Control |
| OVATION MANAGEMENT LLC | DE | GENERAL PARTNER | NA | Control |
| OVATION MANAGEMENT LLC | DE | GENERAL PARTNER | NA | Control |
| OVATION MANAGEMENT LLC | DE | GENERAL PARTNER | NA | Control |
| OVATION MANAGEMENT LLC | DE | GENERAL PARTNER | NA | Control |
| OVATION MANAGEMENT LLC | DE | GENERAL PARTNER | NA | Control |
| OVATION MANAGEMENT LLC | DE | GENERAL PARTNER | NA | Control |
| OVATION MANAGEMENT LLC | DE | GENERAL PARTNER | NA | Control |
| OVATION MANAGEMENT, LLC | DE | GENERAL PARTNER -OVATION PARTNERS LP; AND MANAGER OVATION CREDIT OPPORTUNITY FUND GP LLC (RELYING ADVISER) | NA | Control |
| OVATION MANAGEMENT, LLC | DE | GENERAL PARTNER -OVATION PARTNERS LP; AND MANAGER OVATION CREDIT OPPORTUNITY FUND GP LLC (RELYING ADVISER) | NA | Control |
| OVATION MANAGEMENT, LLC | DE | GENERAL PARTNER -OVATION PARTNERS LP; AND MANAGER OVATION CREDIT OPPORTUNITY FUND GP LLC (RELYING ADVISER) | NA | Control |
| TELTOW, GUNNAR | I | LIMITED PARTNER | NA | |
| TELTOW, GUNNAR | I | LIMITED PARTNER | NA | |
| TELTOW, GUNNAR | I | LIMITED PARTNER | NA | |
| TELTOW, GUNNAR | I | LIMITED PARTNER | NA | |
| TELTOW, GUNNAR | I | LIMITED PARTNER | NA | |
| TELTOW, GUNNAR | I | LIMITED PARTNER | NA | |
| TOTAH, DANIEL, SCOTT | I | VP FINANCE | NA | |
| TOTAH, DANIEL, SCOTT | I | VP FINANCE | NA | |
| TOTAH, DANIEL, SCOTT | I | VP FINANCE | NA | |
| TOTAH, DANIEL, SCOTT | I | VP FINANCE | NA | |
| TOTAH, DANIEL, SCOTT | I | VP FINANCE | NA | |
| TOTAH, DANIEL, SCOTT | I | VP FINANCE | NA | |
| YOUNG, DANIEL, JONATHAN | I | LIMITED PARTNER | NA | |
| YOUNG, DANIEL, JONATHAN | I | LIMITED PARTNER | NA | |
| YOUNG, DANIEL, JONATHAN | I | LIMITED PARTNER | NA | |
| YOUNG, DANIEL, JONATHAN | I | LIMITED PARTNER | NA | |
| OVATION FINANCIAL SERVICES LP | DE | MEMBER -FGMS LLC (RELYING ADVISER | E | Control |
| OVATION FINANCIAL SERVICES LP | DE | MEMBER -FGMS LLC (RELYING ADVISER | E | Control |
| OVATION FINANCIAL SERVICES LP | DE | MEMBER -FGMS LLC (RELYING ADVISER | E | Control |
| OVATION PARTNERS, LP | DE | MEMBER-OVATION CREDIT OPPORTUNITY FUND GP LLC (RELYING ADVISER) | E | Control |
| OVATION PARTNERS, LP | DE | MEMBER-OVATION CREDIT OPPORTUNITY FUND GP LLC (RELYING ADVISER) | E | Control |
| OVATION PARTNERS, LP | DE | MEMBER-OVATION CREDIT OPPORTUNITY FUND GP LLC (RELYING ADVISER) | E | Control |
| ROVNER, MICHAEL, JACOB | I | LIMITED PARTNER | E | Control |
| ROVNER, MICHAEL, JACOB | I | LIMITED PARTNER | E | Control |
| SERRA, JEFFREY, ROBERT | I | LIMITED PARTNER | E | Control |
| SERRA, JEFFREY, ROBERT | I | LIMITED PARTNER | E | Control |
| ROVNER, MICHAEL, JACOB | I | LIMITED PARTNER | D | Control |
| ROVNER, MICHAEL, JACOB | I | LIMITED PARTNER | D | Control |
| ROVNER, MICHAEL, JACOB | I | LIMITED PARTNER | D | Control |
| ROVNER, MICHAEL, JACOB | I | LIMITED PARTNER | D | Control |
| ROVNER, MICHAEL, JACOB | I | LIMITED PARTNER | D | Control |
| ROVNER, MICHAEL, JACOB | I | LIMITED PARTNER | D | Control |
| ROVNER, MICHAEL, JACOB | I | LIMITED PARTNER | D | Control |
| ROVNER, MICHAEL, JACOB | I | LIMITED PARTNER | D | Control |
| ROVNER, MICHAEL, JACOB | I | LIMITED PARTNER | D | Control |
| ROVNER, MICHAEL, JACOB | I | LIMITED PARTNER | D | Control |
| ROVNER, MICHAEL, JACOB | I | LIMITED PARTNER | D | Control |
| ROVNER, MICHAEL, JACOB | I | LIMITED PARTNER | D | Control |
| ROVNER, MICHAEL, JACOB | I | LIMITED PARTNER | D | Control |
| ROVNER, MICHAEL, JACOB | I | LIMITED PARTNER | D | Control |
| ROVNER, MICHAEL, JACOB | I | LIMITED PARTNER | D | Control |
| ROVNER, MICHAEL, JACOB | I | LIMITED PARTNER | D | Control |
| SERRA, JEFFREY, ROBERT | I | LIMITED PARTNER | D | Control |
| SERRA, JEFFREY, ROBERT | I | LIMITED PARTNER | D | Control |
| SERRA, JEFFREY, ROBERT | I | LIMITED PARTNER | D | Control |
| SERRA, JEFFREY, ROBERT | I | LIMITED PARTNER | D | Control |
| SERRA, JEFFREY, ROBERT | I | LIMITED PARTNER | D | Control |
| SERRA, JEFFREY, ROBERT | I | LIMITED PARTNER | D | Control |
| SERRA, JEFFREY, ROBERT | I | LIMITED PARTNER | D | Control |
| SERRA, JEFFREY, ROBERT | I | LIMITED PARTNER | D | Control |
| SERRA, JEFFREY, ROBERT | I | LIMITED PARTNER | D | Control |
| SERRA, JEFFREY, ROBERT | I | LIMITED PARTNER | D | Control |
| SERRA, JEFFREY, ROBERT | I | LIMITED PARTNER | D | Control |
| SERRA, JEFFREY, ROBERT | I | LIMITED PARTNER | D | Control |
| SERRA, JEFFREY, ROBERT | I | LIMITED PARTNER | D | Control |
| SERRA, JEFFREY, ROBERT | I | LIMITED PARTNER | D | Control |
| SERRA, JEFFREY, ROBERT | I | LIMITED PARTNER | D | Control |
| SERRA, JEFFREY, ROBERT | I | LIMITED PARTNER | D | Control |
| ROVNER, MICHAEL, JACOB | I | LIMITED PARTNER | C | Control |
| ROVNER, MICHAEL, JACOB | I | LIMITED PARTNER | C | Control |
| ROVNER, MICHAEL, JACOB | I | LIMITED PARTNER | C | Control |
| ROVNER, MICHAEL, JACOB | I | LIMITED PARTNER | C | Control |
| ROVNER, MICHAEL, JACOB | I | LIMITED PARTNER | C | Control |
| ROVNER, MICHAEL, JACOB | I | LIMITED PARTNER | C | Control |
| ROVNER, MICHAEL, JACOB | I | LIMITED PARTNER | C | Control |
| ROVNER, MICHAEL, JACOB | I | LIMITED PARTNER | C | Control |
| ROVNER, MICHAEL, JACOB | I | LIMITED PARTNER | C | Control |
| SERRA, JEFFREY, ROBERT | I | LIMITED PARTNER | C | Control |
| SERRA, JEFFREY, ROBERT | I | LIMITED PARTNER | C | Control |
| SERRA, JEFFREY, ROBERT | I | LIMITED PARTNER | C | Control |
| SERRA, JEFFREY, ROBERT | I | LIMITED PARTNER | C | Control |
| SERRA, JEFFREY, ROBERT | I | LIMITED PARTNER | C | Control |
| SERRA, JEFFREY, ROBERT | I | LIMITED PARTNER | C | Control |
| SERRA, JEFFREY, ROBERT | I | LIMITED PARTNER | C | Control |
| SERRA, JEFFREY, ROBERT | I | LIMITED PARTNER | C | Control |
| SERRA, JEFFREY, ROBERT | I | LIMITED PARTNER | C | Control |
| GOLDSTEIN, JACOB, (NMN) | I | MEMBER-FGMS LLC (RELYING ADVISER) | B | |
| CROHN, SCOTT, ZACK | I | LIMITED PARTNER | A | |
| CROHN, SCOTT, ZACK | I | LIMITED PARTNER | A | |
| CROHN, SCOTT, ZACK | I | LIMITED PARTNER | A | |
| SIMMONS, JOHN, WALTON | I | PARTNER, CCO | A | Control |
| SIMMONS, JOHN, WALTON | I | PARTNER, CCO | A | Control |
| SIMMONS, JOHN, WALTON | I | PARTNER, CCO | A | Control |
| SIMMONS, JOHN, WALTON | I | PARTNER, CCO | A | Control |
| SIMMONS, JOHN, WALTON | I | PARTNER, CCO | A | Control |
| SIMMONS, JOHN, WALTON | I | LIMITED PARTNER | A | Control |
| TELTOW, GUNNAR | I | LIMITED PARTNER | A | |
| TELTOW, GUNNAR | I | LIMITED PARTNER | A | |
| TELTOW, GUNNAR | I | LIMITED PARTNER | A | |
| YOUNG, DANIEL, JONATHAN | I | LIMITED PARTNER | A | |
| YOUNG, DANIEL, JONATHAN | I | LIMITED PARTNER | A | |
| YOUNG, DANIEL, JONATHAN | I | LIMITED PARTNER | A |
Indirect Owners (Schedule B)
| Name | Type | Entity | Ownership | Control |
|---|---|---|---|---|
| SERRA MANAGEMENT LLC | DE | OVATION FINANCIAL SERVICES LP | F | Control |
| SERRA MANAGEMENT LLC | DE | OVATION FINANCIAL SERVICES LP | F | Control |
| SERRA MANAGEMENT LLC | DE | OVATION FINANCIAL SERVICES LP | F | Control |
| ROVNER, MICHAEL, JACOB | I | OVATION MANAGEMENT LLC | E | Control |
| ROVNER, MICHAEL, JACOB | I | OVATION MANAGEMENT LLC | E | Control |
| ROVNER, MICHAEL, JACOB | I | OVATION MANAGEMENT LLC | E | Control |
| ROVNER, MICHAEL, JACOB | I | OVATION MANAGEMENT LLC | E | Control |
| ROVNER, MICHAEL, JACOB | I | OVATION MANAGEMENT LLC | E | Control |
| ROVNER, MICHAEL, JACOB | I | OVATION MANAGEMENT LLC | E | Control |
| ROVNER, MICHAEL, JACOB | I | OVATION MANAGEMENT LLC | E | Control |
| ROVNER, MICHAEL, JACOB | I | OVATION MANAGEMENT LLC | E | Control |
| ROVNER, MICHAEL, JACOB | I | OVATION MANAGEMENT LLC | E | Control |
| ROVNER, MICHAEL, JACOB | I | OVATION MANAGEMENT LLC | E | Control |
| ROVNER, MICHAEL, JACOB | I | OVATION MANAGEMENT LLC | E | Control |
| ROVNER, MICHAEL, JACOB | I | OVATION MANAGEMENT LLC | E | Control |
| ROVNER, MICHAEL, JACOB | I | OVATION MANAGEMENT LLC | E | Control |
| ROVNER, MICHAEL, JACOB | I | OVATION MANAGEMENT LLC | E | Control |
| ROVNER, MICHAEL, JACOB | I | OVATION MANAGEMENT LLC | E | Control |
| ROVNER, MICHAEL, JACOB | I | OVATION MANAGEMENT LLC | E | Control |
| ROVNER, MICHAEL, JACOB | I | OVATION MANAGEMENT LLC | E | Control |
| ROVNER, MICHAEL, JACOB | I | OVATION MANAGEMENT LLC | E | Control |
| ROVNER, MICHAEL, JACOB | I | OVATION MANAGEMENT LLC | E | Control |
| SERRA, JEFFREY, ROBERT | I | SERRA MANAGEMENT LLC | E | Control |
| SERRA, JEFFREY, ROBERT | I | SERRA MANAGEMENT LLC | E | Control |
| SERRA, JEFFREY, ROBERT | I | SERRA MANAGEMENT LLC | E | Control |
| FABIANO, ROSARY, ANN | I | FABIANO ENTERPRISES INC. | D | Control |
| FABIANO, ROSARY, ANN | I | FABIANO ENTERPRISES INC. | D | Control |
| FABIANO, ROSARY, ANN | I | FABIANO ENTERPRISES INC. | D | Control |
| FABIANO ENTERPRISES INC. | DE | OVATION FINANCIAL SERVICES LP | C | Control |
| FABIANO ENTERPRISES INC. | DE | OVATION FINANCIAL SERVICES LP | C | Control |
| FABIANO ENTERPRISES INC. | DE | OVATION FINANCIAL SERVICES LP | C | Control |
| FABIANO, VITO, THOMAS | I | FABIANO ENTERPRISES INC. | C | Control |
| FABIANO, VITO, THOMAS | I | FABIANO ENTERPRISES INC. | C | Control |
| FABIANO, VITO, THOMAS | I | FABIANO ENTERPRISES INC. | C | Control |
Registrations
Federal
IA
May 19, 2015 REGISTERED
ERA
May 19, 2015 REGISTERED
Notice Filings (2)
LA TX
Address
805 LAS CIMAS PARKWAYSUITE 355
AUSTIN, TX 78746
United States
Phone: 512-961-8254