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OVERLAND ADVISORS, LLC
CRD 325525File 801-129142
APPROVED
Custody
Filing as of Jun 24, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$3.03B
Top 25% of cohort (national)
Discretionary AUM
$3.03B
Clients
2
2 accounts
Employees
267
Above cohort median in NY
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- NYRO
- Registration date
- Nov 30, 2023
- Principal office
- 375 PARK AVENUE, 11TH FLOOR, NEW YORK, NY, 10152-0002
- Phone
- 212-672-5000
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $3.03B
- Discretionary AUM
- $3.03B
- Non-discretionary AUM
- $0
- Discretionary accounts
- 2
- Non-discretionary accounts
- 0
- Total accounts
- 2
- AUM per client
- $1.52B
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Pooled investment vehicles | 1 | $0 |
| Business development companies | 1 | $3.03B |
Compensation & activities
ADV Items 5E, 5GCompensation
- Performance-based fees
- A percentage of assets under your management
Advisory activities
- Portfolio management for investment companies
- Portfolio management for pooled investment vehicles
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- Yes
- Firm Custody Clients
- Yes
- Firm Custody Securities
- Yes
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- Yes
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Apr 1, 2026 | Employees | 258 | 267 | increased by9 |
| Apr 1, 2026 | Custody | No | Yes | |
| Apr 1, 2026 | Clients | 1 | 2 | increased by1 |
| Apr 1, 2026 | AUM | $2,618,698,123 | $3,034,415,688 | increased by$415,717,565 |
| Apr 1, 2026 | Accounts | 1 | 2 | increased by1 |
| May 1, 2025 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “OVERLAND ADVISORS” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“OVERLAND ADVISORS” may also match similarly-named firms). Confirm identity against each filing.
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.