Overland Advisors LLC

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Assets, Funds, Holdings

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Overland Advisors LLC
CRD #325525
SEC #801-129142
CIK #0001508612
AUM $2.6 B (2025-03-31)
Employees 258 (41% Investors, 0% Brokers)
Phone212-672-5000
Address375 Park Avenue, 11th Floor
New York, NY 10152-0002
Source [IAPD] [EDGAR] [Website] [LinkedIn]
Total AUM ($B)
3.02.41.81.20.60.02011201620212026
AUM Breakdown Accounts AUM ($B)
By Client Type
(a) Individuals (other than high net worth individuals) 0 0.0
(b) Individuals (high net worth individuals) 0 0.0
(c) Banking or thrift institutions 0 0.0
(d) Investment companies 0 0.0
(e) Business development companies 1 2.6
(f) Pooled investment vehicles 0 0.0
(g) Pension and profit sharing plans 0 0.0
(h) Charitable organizations 0 0.0
(i) State or municipal government entities 0 0.0
(j) Other investment advisers 0 0.0
(k) Insurance companies 0 0.0
(l) Sovereign wealth funds and foreign official institutions 0 0.0
(m) Corporations or other businesses not listed above 0 0.0
(n) Other 0 0.0
Total 1 2.6
By Discretionary
Discretionary 1 2.6
Non-Discretionary 0 0.0
Total 1 2.6
By Non-United States Persons
Non-United States Persons 0.0
United States Persons 2.6
Total 1 2.6
EDGAR Form CIK 2011 - 2025
13F-HR [0001508612]
13F-NT [0001508612]
Comparable Firms State AUM ($B)
Locorr Fund Management LLC
MN 2.7
Lazard Asset Management Canada Inc
NY 2.7
Left Lane Capital LLC
NY 2.7
Commerce Investment Advisors Inc
MO 2.6
Counterpoint Mutual Funds LLC
CA 2.6
Timothy Partners Ltd
FL 2.6
Kestra Investment Management LLC
TX 2.6
Jefferies Credit Management LLC
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Oxford Lane Management LLC
CT 2.5
PPM Loan Management Company 2 LLC
IL 2.5
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