OVERLAND ADVISORS, LLC

RIASEC RegisteredEst. 2023

Total AUM

$3B

Discretionary

$3B

100% of AUM

Avg account

$1.5B

Accounts

Employees

267

Advisory reps

Firm details

Headquarters: New York, New York
CRD number: 325525
Registered since: November 30, 2023
Fee structure: Percentage of AUM, Performance Based Fees
Client types: Business Development Companies100%
Services: Portfolio Management for Investment CompaniesPortfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Overland Advisors, LLC is registered with the SEC (2023) and operates as a private-equity-focused manager organized as an LLC. The firm serves institutional clients and combines traditional private fund sponsorship with commodity pool/CTA activities and portfolio management for investment companies and pooled investment vehicles. Its compensation mixes an asset-based fee and performance-based fees, reflecting a typical private-fund economics. Overland identifies as an active ESG investor and lists roles that include sponsor, general partner, and managing member of pooled vehicles rather than functioning purely as an allocator to external managers.

Assets & Accounts

Investments & Alternatives

Location & Offices

Read the full firm profile in FINTRX →

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

2 of 2

William Neuenfeldt
Senior Managing Director and Chief Operating OfficerCRD 7244645
ELIZABETH UHL
Managing Director, Chief Compliance OfficerCRD 2233780