# Overlay Management, LLC

Overlay Management, LLC is a Registered Investment Adviser based in Alpharetta, United States.

## Overview

- **Organization type:** Registered Investment Adviser
- **Headquarters:** Alpharetta, United States
- **Region:** North America
- **Address:** Alpharetta, GA, United States
- **Assets under management:** $168.6M regulatory AUM (Form ADV, April 2026)
- **Website:** overlaycapital.com

## Regulatory record

- **CRD number:** 324401
- **SEC file number:** 801-136161
- **Registration status:** Registered
- **Latest Form ADV filing:** 2026-04-28
- **Reports private funds:** Yes

## About

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.

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Updated: 2026-10-14T19:10:15.583Z

Canonical page: https://altss.com/profile/overlay-management

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