OVERLAY MANAGEMENT, LLC
  • OVERLAY MANAGEMENT, LLC
  • OVERLAY MANAGEMENT
  • OVERLAY CAPITAL

Adviser Profile

As of Date 04/28/2026
Registration SEC, Approved, 05/01/2026
Other registrations (1)
Former registrations

OVERLAY MANAGEMENT, LLC

ADV Location ALPHARETTA, GA, United States
Contact Info 770 xxxxxxx
Websites
AUM* 168,634,170
of that, discretionary 168,634,170
Number of Employees 16
of those in investment advisory functions 8
Private Fund GAV* 168,123,900
Avg Account Size 4,113,029
% High Net Worth 3.28%
SMA’s No
Private Funds 41

Adviser Type

- Large advisory firm

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

169M 145M 120M 96M 72M 48M 24M
2026
Discretionary
Non-discretionary

Private Funds

Employees

Private Funds Structure

Count GAV
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