Adviser Profile
| As of Date | 05/03/2026 |
| Registration status | Registration Changed to OVERLAY MANAGEMENT, LLC |
| ADV Location | ALPHARETTA, GA, United States |
| Contact Info | 770 xxxxxxx |
| Websites |
| AUM* | 168,634,170 275% |
| of that, discretionary | 168,634,170 275% |
| Number of Employees | 16 700% |
| of those in investment advisory functions | 8 700% |
| Private Fund GAV* | 0 |
| Avg Account Size | 4,113,029 -63% |
| % High Net Worth | 3.28% -61% |
| SMA’s | No |
| Private Funds | 0 |
Adviser Type
Client Types
- Pooled investment vehicles
Advisory Activities
- Portfolio management for pooled investment vehicles
Compensation Arrangments
- A percentage of assets under your management
- Performance-based fees
Reported AUM
1
1
1
1