OVP MANAGEMENT CO., LLC

Exempt Reporting AdvisorFINRA MemberEst. 2021
Total AUM
Accounts
0
Advisory reps
3
Brokerage reps
0
Avg account
$0

Firm details

Headquarters
BALA CYNWYD, Pennsylvania
CRD number
312970
Registered since
March 4, 2021

Firm profile

FINTRX

Overview

OVP Management Co, LLC is a limited liability company that registered with the SEC in 2021. The firm is organized as a domestic entity and individual owner type and is classified in FINTRX as unclassified. Its regulatory filings and snapshot indicate it does not operate as a traditional capital allocator or multi-state adviser, and it is not identified as an active ESG investor or a pension consultant. The firm's operational role centers on running pooled investment vehicles: FINTRX lists OVP Management Co, LLC as an investment adviser and sponsor, and as a general partner and managing member of pooled investment vehicles. That positioning points to a business model focused on sponsoring and operating private investment funds rather than managing retail advisory relationships.

Assets & Accounts

Investments & Alternatives

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

Owners & executives

1 of 1
  • Claudia Dunnous

    Chief Financial OfficerCRD 7342072

Contacts

2 of 2
  • Sean Dowling

    Managing PartnerCRD 7895357

  • NATHANAEL LENTZ

    Managing PartnerCRD 6177320

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

BALA CYNWYD, PA

MONTGOMERY

Location

BALA CYNWYD, PA

Headquartered in BALA CYNWYD, PA, anchoring the Philadelphia-Reading-Camden, PA-NJ-DE-MD metro in the Northeast.

Metro area
Philadelphia-Reading-Camden, PA-NJ-DE-MD
Region
Northeast
County
MONTGOMERY
Address
50 Monument Rd
Time zone
ET (UTC-5)
Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth