OVIS CAPITAL, LLC

Exempt Reporting AdvisorFINRA Member
Total AUM
Accounts
0
Advisory reps
1
Brokerage reps
0
Avg account
$0

Firm details

Headquarters
LOS GATOS, California
CRD number
281381

Firm profile

FINTRX

Overview

Ovis Capital, LLC is organized as a limited liability company with individual ownership and is classified as unclassified in the available records. The firm does not present itself as a capital allocator and is not listed as an active ESG investor. It is not identified as a multi-state adviser, a pension consultant, or a related adviser in the source material. The firm’s activity profile shows it acting in sponsor and general partner roles and serving as the managing member for pooled investment vehicles. That emphasis on fund-level management frames Ovis Capital more as a manager of private pooled structures than as a traditional multi-client advisory business to retail accounts.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Contacts

1 of 1
  • Liron Manor

    Managing PartnerCRD 6573196

Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

LOS GATOS, CA

SANTA CLARA

Location

LOS GATOS, CA

Headquartered in LOS GATOS, CA, anchoring the San Jose-San Francisco-Oakland, CA metro in the West.

Metro area
San Jose-San Francisco-Oakland, CA
Region
West
County
SANTA CLARA
Address
16185 Los Gatos Blvd
Time zone
PT (UTC-8)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth