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 3,034.4 M (2026-06-24)
Employees 267 (44% Investors, 0% Brokers)
Phone212-672-5000
Address375 Park Avenue, 11th Floor
New York, NY 10152-0002
Source [IAPD] [EDGAR] [Website] [LinkedIn]
Total AUM ($B)
4.03.22.41.60.80.02010201520212027
Type Form D Funds Date Sold AUM
PE Unlevered Overland-Montaigne Fund LP 2026-03-31
AUM Breakdown Accounts AUM ($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 3.0
(f) Pooled investment vehicles 1 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 2 3.0
By Discretionary
Discretionary 2 3.0
Non-Discretionary 0 0.0
Total 2 3.0
By Non-United States Persons
Non-United States Persons 0.0
United States Persons 3.0
Total 2 3.0
EDGAR Form CIK 2011 - 2026
13F-HR [0001508612]
13F-NT [0001508612]
Firm Profile (Form ADV)
ServesInstitutional
Fund TypesPrivate Equity
LEI213800Z43OWB2B2SPU93
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