# Overflow Financial

Overflow Financial is a RIA.

## Overview

- **Organization type:** RIA
- **Assets under management:** Undisclosed
- **Website:** overflowfi.com

## Regulatory record

- **CRD number:** 325459
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/325459

## About

Overflow Financial is a state-registered investment adviser. It has one employee and one investment adviser.

## Questions

### Does Overflow Financial have any publicly known principals or investment staff?

No. As of mid-2026, no founder, CIO, CFO, or any other professional has been publicly associated with Overflow Financial. The firm has no LinkedIn page, and no individual lists Overflow Financial as an employer on their personal LinkedIn profile in a way that has been captured by primary-source research. This absence of named operators is unusual even among privacy-oriented family offices and places the entity at the far end of the opacity spectrum.

### Has Overflow Financial made any verifiable investments or fund commitments?

No verifiable investments, direct deals, co-investments, or fund commitments have been reported in connection with Overflow Financial in any primary-source publication, regulatory filing, or commercial database accessible to Altss research. The entity has no known portfolio.

### Does Overflow Financial participate in any co-investment networks or peer groups?

No membership in any known co-investment network, peer group, or family-office club — such as Tiger 21, R360, YPO, or similar — has been publicly linked to Overflow Financial or any of its potential principals. The entity's complete detachment from these networks reinforces its classification as highly opaque.

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- [Millennium New Horizons Management](https://altss.com/profile/millennium-new-horizons-management-llc)
- [Sequence Wealth Management](https://altss.com/profile/sequence-wealth-management)

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Last updated: 2026-07-11T11:38:48.000Z

Canonical page: https://altss.com/profile/overflow-financial

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