OVATION TAX LIEN FUND, L.P.

Profile

Company Names

OVATION TAX LIEN FUND, L.P.
FGMS FUND IV, LP

Addresses

12000 NETWORK BLVD., BLDG. B, SUITE 210, SAN ANTONIO, TX 78249

1717 W. 6TH ST, SUITE 380, AUSTIN, TX 78703

1717 WEST 6TH STREET, SUITE 380, AUSTIN, TX 78703

901 S MOPAC EXPY, BLDG 1, SUITE 220, AUSTIN, TX 78746

835 W. 6TH ST., SUITE 1440, AUSTIN, TX 78703

805 LAS CIMAS PARKWAY, SUITE 355, AUSTIN, TX 78746

1101 S. CAPITAL OF TEXAS HIGHWAY, BUILDING K, SUITE 200, AUSTIN, TX 78746

Phone Numbers

512-431-1044
512-7723478
512-772-3478
5126476060
512-647-6060
5123557517

 

Entity Type:

LIMITED PARTNERSHIP

Industry:

OTHER INVESTMENT FUND, OTHER

Year Incorporated:

> 5 years ago

State Incorporated:

TEXAS

Total Amount Raised:

$147,587,147.00

Number of Funding Rounds:

2
Investment Rounds
Round #
Round Open Date
Amount Raised
Total Round Size
Amount Remaining to be Raised
Securities
2
2011-12-01 
$46,728,181.00 
INDEFINITE 
INDEFINITE 
Equity 
1
2011-05-01 
$100,858,966.00 
INDEFINITE 
INDEFINITE 
Equity 
People
First Name
Middle Name
Last Name
Titles
Related Companies
JOSHUA 
 
BULLOCK 
EXECUTIVE OFFICER
OVATION TAX LIEN FUND, L.P.   |  OVATION ALTERNATIVE INCOME FUND, LP   |  DERBY RR OZ LP   |  KRESS OZ LP   |  DERBY RR OZB LLC   |  OVATION INCOME FUND V-CORP LP   |  OVATION INCOME FUND V LP   |  OVATION ALTERNATIVE INCOME FUND-A LP   |  KRESS OZB LLC
CHRIS 
 
CREEL 
EXECUTIVE OFFICER
OVATION TAX LIEN FUND, L.P.   |  DERBY RR OZ LP   |  KRESS OZ LP   |  DERBY RR OZB LLC   |  KRESS OZB LLC
VITO 
 
FABIANO 
EXECUTIVE OFFICER, DIRECTOR
FGMS FUND III, LP   |  FGMS FUND IV, LP   |  FGMS FUND V, LP   |  OVATION TAX LIEN FUND, L.P.
JACOB 
 
GOLDSTEIN 
EXECUTIVE OFFICER
FGMS FUND III, LP   |  FGMS FUND IV, LP   |  COLLABORATIVE HEALTH INNOVATIONS, INC.   |  SKYVIEW NATURALS CO.   |  BARRELL CRAFT SPIRITS, LLC
ANNA 
 
JONES 
EXECUTIVE OFFICER
OVATION TAX LIEN FUND, L.P.   |  OVATION ALTERNATIVE INCOME FUND, LP   |  DERBY RR OZ LP   |  KRESS OZ LP   |  DERBY RR OZB LLC   |  OVATION INCOME FUND V-CORP LP   |  OVATION INCOME FUND V LP   |  OVATION ALTERNATIVE INCOME FUND-A LP   |  KRESS OZB LLC
JOEL 
 
KATZ 
EXECUTIVE OFFICER
CULEBRA SHINE LTD   |  SEGUIN WASH LTD   |  FM 78 SHINE, LTD   |  CHARITY PARTNERS INC.   |  OVATION ALTERNATIVE INCOME FUND, LP   |  DERBY RR OZ LP   |  KRESS OZ LP   |  DERBY RR OZB LLC   |  OVATION ALTERNATIVE INCOME FUND-A LP   |  WCC LENDING PARTNERS LLC   |  KRESS OZB LLC   |  OVATION TAX LIEN FUND, L.P.   |  OVATION INCOME FUND V-CORP LP   |  OVATION INCOME FUND V LP
MELISSA 
 
MCCARTHY 
EXECUTIVE OFFICER
OVATION TAX LIEN FUND, L.P.   |  OVATION ALTERNATIVE INCOME FUND, LP   |  DERBY RR OZ LP   |  KRESS OZ LP   |  DERBY RR OZB LLC   |  OVATION INCOME FUND V-CORP LP   |  OVATION INCOME FUND V LP   |  OVATION ALTERNATIVE INCOME FUND-A LP   |  KRESS OZB LLC
- 
 
OVATION FUND MANAGEMENT I LLC 
EXECUTIVE OFFICER
OVATION TAX LIEN FUND, L.P.
N/A 
 
OVATION FUND MANAGEMENT I, LLC 
EXECUTIVE OFFICER, DIRECTOR
OVATION TAX LIEN FUND, L.P.
- 
 
OVATION FUND MANAGEMENT II LLC 
EXECUTIVE OFFICER, DIRECTOR
OVATION ALTERNATIVE INCOME FUND, LP   |  OVATION TAX LIEN FUND, L.P.
- 
 
OVATION MANAGEMENT LLC 
EXECUTIVE OFFICER
OVATION ALTERNATIVE INCOME FUND, LP   |  DERBY RR OZ LP   |  KRESS OZ LP   |  DERBY RR OZB LLC   |  KRESS OZB LLC   |  OVATION TAX LIEN FUND, L.P.
N/A 
 
OVATION MANAGEMENT LLC 
EXECUTIVE OFFICER, DIRECTOR
OVATION TAX LIEN FUND, L.P.
- 
 
OVATION MANAGEMENT LLC, GP 
EXECUTIVE OFFICER
OVATION TAX LIEN FUND, L.P.
- 
 
OVATION PARTNERS LP 
EXECUTIVE OFFICER, PROMOTER
OVATION TAX LIEN FUND, L.P.   |  KRESS OZ LP   |  DERBY RR OZB LLC   |  KRESS OZB LLC   |  DERBY RR OZ LP
- 
 
OVATION PARTNERS, LP 
EXECUTIVE OFFICER, DIRECTOR
OVATION ALTERNATIVE INCOME FUND, LP   |  OVATION TAX LIEN FUND, L.P.
MICHAEL 
 
ROVNER 
EXECUTIVE OFFICER
WAY SYSTEMS INC   |  PAYMETRIC, INC.   |  LION STREET, INC.   |  OVATION ALTERNATIVE INCOME FUND, LP   |  DERBY RR OZ LP   |  KRESS OZ LP   |  DERBY RR OZB LLC   |  OVATION ALTERNATIVE INCOME FUND-A LP   |  KRESS OZB LLC   |  OVATION TAX LIEN FUND, L.P.   |  OVATION INCOME FUND V-CORP LP   |  OVATION INCOME FUND V LP
JEFF 
 
SERRA 
EXECUTIVE OFFICER
VIDA LONGEVITY FUND, LP   |  OVATION ALTERNATIVE INCOME FUND, LP   |  LIFE ASSETS TRUST S.A. - COMPARTMENT VII   |  LIFE ASSETS TRUST S.A. - COMPARTMENT VIII   |  DERBY RR OZ LP   |  KRESS OZ LP   |  DERBY RR OZB LLC   |  OVATION ALTERNATIVE INCOME FUND-A LP   |  KRESS OZB LLC   |  OVATION TAX LIEN FUND, L.P.   |  OVATION INCOME FUND V-CORP LP   |  OVATION INCOME FUND V LP
- 
 
VRFOF MANAGEMENT LLC 
EXECUTIVE OFFICER
OVATION TAX LIEN FUND, L.P.
Filings
Filing Date
Filing Type
Source URL
Industry Classifier
Detailed Industry
Revenue Range
Securities
First Sale Date
2023-09-11
D/A
Link
OTHER INVESTMENT FUND 
 
 
Equity 
2011-05-01 
2022-09-15
D/A
Link
OTHER INVESTMENT FUND 
 
 
Equity 
2011-05-01 
2021-09-15
D/A
Link
OTHER INVESTMENT FUND 
 
 
Equity 
2011-05-01 
2020-10-23
D/A
Link
OTHER INVESTMENT FUND 
 
 
Equity 
2011-05-01 
2019-11-06
D/A
Link
OTHER INVESTMENT FUND 
 
 
Equity 
2011-05-01 
2018-11-05
D/A
Link
OTHER INVESTMENT FUND 
 
 
Equity 
2011-12-01 
2016-11-14
D
Link
OTHER INVESTMENT FUND 
 
 
Equity 
2011-12-01 
2011-07-28
D
Link
OTHER 
 
DECLINE TO DISCLOSE 
Equity 
2011-05-01 
Brokers
Broker Dealer
Broker CRD#
Recipient Name
Recipient CRD#
BRITEHORN SECURITIES
36402
PRESTON PATTON
4896946
NONE
NONE
BRITEHORN SECURITIES
36402
NONE
NONE
BRITEHORN SECURITIES
36402