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Overlay Management, LLC

● SEC registered since 2026CRD 324401SEC# 801-136161Alpharetta, GA
Export (members)
Ranks #5,029 of 5,911 private fund managers by regulatory AUM.
Reg. AUM
$168.6M
Fund GAV
$168.1M
Private funds
40
Employees
16
Accounts
41
Location
Alpharetta, GA

Overlay Management, LLC assets under management

Overlay Management, LLC is an investment advisory firm registered with the SEC based in Alpharetta, GA. The firm has been registered since 2026. It reports $168.6 million in regulatory assets under management and employs 16 people. Overlay Management, LLC manages 40 private funds with combined gross assets of $168.1 million, including Overlay Capital Infrastructure Partners LP. By regulatory assets, it ranks 5,029 of 5,911 private fund managers.

Overlay Management, LLC private funds

40 funds · $168.1M GAV
FundTypeGross assetsMin.
Overlay Capital Infrastructure Partners LPPrivate Equity$14.4M$100K
Overlay Capital Infrastructure Partners Pv LPPrivate Equity$13.1M$50K
Overlay Capital Innovation Fund Pv II LPVenture Capital$12.7M$25K
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Overlay Management, LLC owners & executives

6 reported
NameTitleOwnershipSince
Brett Daniel Wayman ControlChief Compliance Officer, Chief Operating Officer, ManagerUnder 5%2023
Chadd McLane Evans ControlManaging Member, Chief Investment OfficerUnder 5%2022
Overlay Group, LLC Control100% Owner Of Overlay Management LlcOver 75%2022
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Frequently asked questions

How much does Overlay Management, LLC manage?

Overlay Management, LLC reports $168.6 million in regulatory assets under management on its Form ADV.

How many private funds does Overlay Management, LLC manage?

Overlay Management, LLC manages 40 private funds with combined gross assets of $168.1 million.

How many employees does Overlay Management, LLC have?

Overlay Management, LLC reports 16 employees.

Where is Overlay Management, LLC located?

Overlay Management, LLC is based in Alpharetta, GA and has been SEC-registered since 2026.

Does Overlay Management, LLC disclose fund performance?

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

Contact & registration

Address3000 Northwinds Parkway, Suite 150, Alpharetta, GA 30009
Phone770-415-0596
Office hours9 a.m. To 5 p.m.
SEC regionAtlanta Regional Office (ARO)
Discloses disciplinary historyNo

Assets under management

Discretionary$168.6M
Non-discretionary$0
Total (RAUM)$168.6M

Service providers