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⚲
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| Overlay Management LLC
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|
|
|---|---|
| CRD # | 324401 |
| SEC # | 801-136161 |
| CIK # | 0001847013 |
| AUM | $168.6 M (2026-04-28) |
| Employees | 16 (50% Investors, 0% Brokers) |
| Phone | 770-415-0596 |
| Address | 3000 Northwinds Parkway, Suite 150 Alpharetta, GA 30009 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| 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 | 0 | 0.0 |
| (f) Pooled investment vehicles | 41 | 168.6 |
| (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 | 41 | 168.6 |
| By Discretionary | ||
| Discretionary | 41 | 168.6 |
| Non-Discretionary | 0 | 0.0 |
| Total | 41 | 168.6 |
| By Non-United States Persons | ||
| Non-United States Persons | 1.9 | |
| United States Persons | 166.7 | |
| Total | 41 | 168.6 |
| Form D Directors | # Filings | # Firms | 2011 - 2026 | |
|---|---|---|---|---|
| Chadd Evans | 60 | |||
| Altera Private Access LLC | 51 | |||
| Mitch Reiner | 45 | |||
| Joseph Lubeck | 99 | |||
| Alemif IV Management LLC | 39 | |||
| American Landmark VI LLC | 39 | |||
| American Landmark Fund IV Parallel Holdings LP | 36 | |||
| American Landmark Fund IV A LP | 36 | |||
| Alemif IV A LP | 36 | |||
| American Landmark Fund IV A Parallel LP | 36 | |||
| View All | ||||
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| D | [0001847013] |
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