Ovata Capital Management LLC
Firm details
- Headquarters
- Hong Kong,
- CRD number
- 316669
- Registered since
- March 30, 2026
- Fee structure
- Other
- Client types
- Pooled Investment Vehicles100%
- Services
- Portfolio Management for Pooled Investment Vehicles
Firm profile
FINTRXOverview
Ovata Capital Management LLC is an SEC-registered institutional RIA organized as a limited liability company. The firm’s client base is institutional and its principal advisory activity is portfolio management for pooled investment vehicles. Ownership is listed as a combination of a foreign entity and an individual. The firm does not identify as a capital allocator, is not an active ESG investor, and it reports a nonstandard fee structure ("Other"). It is affiliated as an "Other Investment Adviser" and as a CPO or CTA, indicating its regulatory posture alongside pooled-product management.
Assets & Accounts
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
2 of 2
Nicholas Bloom
Partner & Chief Operating OfficerCRD 6580892
Wenlai Chen
Founder and Chief Investment OfficerCRD 2531547
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Hong Kong, null
Location
Hong Kong, null
Headquartered in Hong Kong, null.
- Address
- Hong Kong Lining Building 7th Floor
- Office locations
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