AUMdb

Ovata Capital Management Limited

SEC-registered Investment Adviser CRD 290633 · SEC file 802-112198 · Hong Kong · www.linkedin.com
☆ Save with Pro ADV data as of Mar 25, 2026
Regulatory AUM
Discretionary
Clients
Avg AUM / client
Accounts
Employees

Private funds (3)

Reported in Form ADV Section 7.B.(1), filing of Mar 2024 · $1.0B combined gross assets

FundTypeDomicileGross assetsOwners
Ovata Equity Strategies Master Fund master Hedge Fund Cayman Islands $777M 14
Ovata Special Situations Hedge Fund Cayman Islands $168M 1
Ovata Jade Fund Hedge Fund Cayman Islands $66.3M 2

Private funds (3, $1.0B gross assets)

FundTypeGross assetsMin. investmentOwners
Ovata Equity Strategies Master Fund Hedge Fund $777M $1.0M 14
Ovata Special Situations Hedge Fund $168M $1.0M 1
Ovata Jade Fund Hedge Fund $66.3M $1.0M 2

From Form ADV Section 7.B private fund reporting.

Documents (1 archived)

FormPeriodSize
Form ADV (full filing) 03/25/2026 1.44 MB View · PDF · Source ↗

Archived copies of the firm's regulatory filings, versioned by content hash.

Disciplinary disclosures

No disciplinary events reported on the firm's latest Form ADV filing.

How they charge

Not reported.

Custody

Firm reports it does not have custody of client funds or securities (Item 9.A).

No custodian data reported or mined yet.

Source

All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 25, 2026.

View current Form ADV (SEC/IAPD) ↗