EO
Edward M. Ondarza
VIRAGE CAPITAL MANAGEMENT LP
Houston, TX 77056-3973
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CRD#: 4888291
EO
Professional summary
Edward Mark Ondarza is a registered financial advisor currently at VIRAGE CAPITAL MANAGEMENT LP located in Houston, Texas.
Edward is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2014. Edward has worked at 1 firm and has passed the Series 3 exam.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
None
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
Big Auto - Accident Attorneys PLLC, is an Arizona personal injury firm that is authorized as an "alternative business structure" by the Arizona Supreme Court. It is not investment-related. Its place of business is 3550 N. Central Avenue, Suite 1101 Phoenix, AZ 85012. My position as a Manager and member of the Board of Managers began on April 27, 2022, although the entity did not commence operations until May 2023. My role is to oversee the overall management of the company together the the other members of the board of managers, primarily focused on capital structure, financial performance, and reporting. I estimate I spend less than one hour per day on this business during trading hours.
CRS (Client Relationship Summary) - RIA
Click below to view Edward Mark Ondarza's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
NoneExperience
Current
July 1, 2014 - Present
VIRAGE CAPITAL MANAGEMENT LP
Office #1: 1700 Post Oak Boulevard 2 Blvd Place, Suite 300, Houston, TX 77056-3973RIA
CRD#: 167992
Houston, TX
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
VC
VIRAGE CAPITAL MANAGEMENT LP
VIRAGE CAPITAL MANAGEMENT LP
CRD#: 167992 / SEC#: 801-79812
RIA
Registered Investment Advisory firm - (6/16/2014 Approved)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.Highlighted states indicate IAR registrations
IAR
Texas(7/1/2014)
Current Firm
VC
VIRAGE CAPITAL MANAGEMENT LP
VIRAGE CAPITAL MANAGEMENT LP
CRD#: 167992 / SEC#: 801-79812
RIA
Registered Investment Advisory firm - (6/16/2014 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
1700 Post Oak Boulevard 2 Blvd Place, Suite 300, Houston, TX 77056-3973
Mailing Address
Phone number
(713) 840-7700
Established
Firm type
Fiscal year end
# of Employees
14
SEC notice filing (1 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 12 |
| AUM (Assets Under Management) | $ 994,808,747 |
Exempt reporting advisers
Exempt Reporting Advisers ("ERA") are investment advisers that are not required to register as investment advisers because they rely on certain exemptions from registration under sections 203(l) and 203(m) of the Investment Advisers Act of 1940 and related rules. Certain state securities regulatory authorities have similar exemptions based on state statutes or regulations. An ERA is required to file a report using Form ADV, but does not complete all items contained in Form ADV that a registered adviser must complete. Other state securities regulatory authorities require an ERA to register as an investment adviser and file a complete Form ADV. Below are the regulators with which an ERA report is filed.
| SEC / JURISDICTION | REPORTING STATUS | EFFECTIVE DATE |
|---|---|---|
| SEC | ERA - Withdrawn | 5/20/2014 |
| Texas | ERA - Withdrawn | 5/20/2014 |
Red Flags
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.
Check for any disclosures as part of your thorough research when choosing an advisor.
