Ovata Capital Management LLC: new SEC registration, $442M AUM, Hong Kong, Hong Kong
Ovata Capital Management LLC (Hong Kong): new SEC registration, $442M AUM, Hong Kong, Hong Kong. Its amount of 442 is above the median of 134 (86th percentile). Dated 219 days ago, it serves as a historical benchmark. Score 45/100. As of 2026-10-28, from SEC monthly roster of registered investment advisers (Form ADV data).
Data as of · Compiled by Zalwin from SEC monthly roster of registered investment advisers (Form ADV data)
amount: 442 · 86th percentile of 1,149 NewRiaPulse records · 3.3x the median
Free preview: all 11 published fields of this record are shown below. Locked: 499 related NewRiaPulse records and the 6-column CSV export.
| Field | Value |
|---|---|
| Firm | Ovata Capital Management LLC |
| Legal name | Ovata Capital Management LLC |
| CRD | 316669 |
| Status | Approved |
| Registered with the SEC | 2026-03-30 |
| Latest Form ADV filing | 2026-03-26 |
| Location | Hong Kong, Hong Kong |
| Regulatory AUM | $441,900,000 |
| Accounts | 2 |
| Employees | 5 |
| Website | https://www.linkedin.com/company/ovatacap/ |
| amount percentile | 86th of 1,149 (median 134, 3.3x median) |
| Peer records CSV (500 records) | 🔒 Click to unlock → |
| CRM-ready export with official source URLs | 🔒 Click to unlock → |
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CSV columns: Firm · AUM · Accounts · City · State · Registered · official source URL
- Source agency: SEC monthly roster of registered investment advisers (Form ADV data)
- Record date: 2026-03-30
- Data refreshed: 2026-10-28
- Refunds on request within 14 days
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LIVE PUBLIC DATA Source: SEC monthly roster of registered investment advisers (Form ADV data) · Last refreshed: Wed, 28 Oct 2026 20:49:58 GMT
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45 / 100 Score
- $442M under management.
- Website on file.
What is the NewRiaPulse record for Ovata Capital Management LLC in Hong Kong?
Ovata Capital Management LLC received SEC registration as an investment adviser (2026-03-30) with $441,900,000 in regulatory assets under management, based in Hong Kong.
How does Ovata Capital Management LLC compare to other NewRiaPulse records?
Its amount of 442 sits in the upper half (86th percentile) of 1,149 records; the median is 134. It is 219 days old; check the official source for later updates before acting.
Ovata Capital Management LLC vs. top 3 peers
| Organization | Location | Amount | Percentile | Record date |
|---|---|---|---|---|
| Ovata Capital Management LLC | Hong Kong | 442 | 86th | 2026-03-30 |
| Herndon Plant Oakley LTD | Corpus Christi, TX | 155 | 58th | 2026-09-11 |
| Diversified Wealth Advisors, LLC | Kansas City, MO | 138 | 52nd | 2026-09-24 |
| Johnston Investment Counsel, LTD. | Peoria, IL | 125 | 44th | 2026-09-28 |
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- Herndon Plant Oakley LTD
NewRiaPulse: $100M-$500M NewRiaPulse: Approved
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From the SEC's public monthly roster of registered investment advisers (Form ADV data). Firm level only: we leave out firms whose name is a person's name and never list individual representatives. Registration is not an endorsement by the SEC.