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 organized as an LLC and registered with the SEC in 2023. The firm operates as a private equity fund manager serving institutional clients and charges a mix of percentage-of-AUM and performance-based fees. It performs portfolio management for investment companies and pooled investment vehicles and is also active as a sponsor, general partner, or managing member of pooled vehicles. Regulatory/operational activity includes CPO/CTA functions. The firm identifies itself as an active ESG investor. Overland is not structured as a capital allocator — its footprint is that of a fund sponsor/manager rather than a diversified allocator to many outside managers. Ownership is domestic and includes individual owners.

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