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RIA · CRD 324401SEC-RegisteredPrivate Fund Adviser

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Overlay Management, LLC

Overlay Management, LLC is an investment adviser registered with the U.S. Securities and Exchange Commission (CRD 324401, SEC file 801-136161), with its main...

Overview

Overlay Management, LLC is an investment adviser registered with the U.S. Securities and Exchange Commission (CRD 324401, SEC file 801-136161), with its main office in Alpharetta, Georgia. Its Form ADV filed on 28 April 2026 reports $168.6M in regulatory assets under management across 41 accounts. The firm reports that it advises one or more private funds.

General information

Firm type

Registered Investment Adviser

AUM

$168.6M regulatory AUM (Form ADV, April 2026)

Location

Region

North America

Country

United States

City

Alpharetta

Corporate office

Alpharetta, GA, United States

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