Falists
← Back to search

OVERLAND ADVISORS, LLC

CRD 325525 · SEC 801-129142

Visit website

375 PARK AVENUE, 11TH FLOOR, NEW YORK, NY, 10152-0002, United States

Phone

212-672-5000

Fax

212-672-5001

Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$3.03B

Discretionary AUM

$3.03B

Team

267 total employees; 118 advisory reps

Clients

Fees

Percentage of AUM; Performance-based fees

Org form

Limited Liability Company

Filing date

2026-05-06

Disciplinary history

No

Services

Portfolio management (investment companies)Portfolio management (pooled vehicles)

Client types

TypeClientsAUM
Business development companies1$3.03B
Pooled investment vehicles1$0

All web addresses on file

Official SEC filing: View on IAPD