PPrivate Fund Data Log in Join · $37/mo

Overland Advisors, LLC

● SEC registered since 2023CRD 325525SEC# 801-129142New York, NY
Export (members)
Reg. AUM
$2.62B
Employees
258
Accounts
1
Location
New York, NY

Overland Advisors, LLC assets under management

Overland Advisors, LLC is an investment advisory firm registered with the SEC based in New York, NY. The firm has been registered since 2023. It reports $2.6 billion in regulatory assets under management and employs 258 people.

Overland Advisors, LLC owners & executives

20 reported
NameTitleOwnershipSince
Elizabeth Ross UhlChief Compliance OfficerUnder 5%2023
Kimberly Anne TerjanianChief Financial OfficerUnder 5%2023
Overland Advisors Holdings, LLC ControlManaging Member50-75%2023
See all 20 owners & executives — unlock the full record.
Join to unlock · $37/mo

Frequently asked questions

How much does Overland Advisors, LLC manage?

Overland Advisors, LLC reports $2.6 billion in regulatory assets under management on its Form ADV.

How many employees does Overland Advisors, LLC have?

Overland Advisors, LLC reports 258 employees.

Where is Overland Advisors, LLC located?

Overland Advisors, LLC is based in New York, NY and has been SEC-registered since 2023.

Does Overland Advisors, LLC disclose fund performance?

Overland Advisors, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address375 Park Avenue, 11th Floor, New York, NY 10152-0002
Phone212-672-5000
Fax212-672-5001
Office hours9a.m.-5p.m.
SEC regionNew York Regional Office (NYRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$2.62B
Non-discretionary$0
Total (RAUM)$2.62B