Overland Advisors, LLC
● SEC registered since 2023CRD 325525SEC# 801-129142New York, NY
Ranks #1,739 of 6,004 private fund managers by regulatory AUM.
Reg. AUM
$3.03B
Fund GAV
—
Private funds
1
Employees
267
Accounts
2
Location
New York, NY
Overland Advisors, LLC assets under management
Overland Advisors, LLC is an investment advisory firm registered with the SEC based in New York, NY. The firm has been registered since 2023. It reports $3 billion in regulatory assets under management and employs 267 people. Overland Advisors, LLC manages 1 private fund, including Unlevered Overland-Montaigne Fund, L.P. By regulatory assets, it ranks 1,739 of 6,004 private fund managers.
Overland Advisors, LLC private funds
1 funds · — GAV| Fund | Type | Gross assets | Min. |
|---|---|---|---|
| Unlevered Overland-Montaigne Fund, L.P. | Private Equity | — | — |
Overland Advisors, LLC owners & executives
20 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Elizabeth Ross Uhl | Chief Compliance Officer | Under 5% | 2023 |
| Kimberly Anne Terjanian | Chief Financial Officer | Under 5% | 2023 |
| Overland Advisors Holdings, LLC Control | Managing Member | 50-75% | 2023 |
See all 20 owners & executives — unlock the full record.
Join to unlock · $37/moFrequently asked questions
How much does Overland Advisors, LLC manage?
Overland Advisors, LLC reports $3 billion in regulatory assets under management on its Form ADV.
How many private funds does Overland Advisors, LLC manage?
Overland Advisors, LLC manages 1 private funds with combined gross assets of undisclosed value.
How many employees does Overland Advisors, LLC have?
Overland Advisors, LLC reports 267 employees.
Where is Overland Advisors, LLC located?
Overland Advisors, LLC is based in New York, NY and has been SEC-registered since 2023.
Does Overland Advisors, LLC disclose fund performance?
Overland Advisors, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 375 Park Avenue, 11th Floor, New York, NY 10152-0002 |
| Phone | 212-672-5000 |
| Fax | 212-672-5001 |
| Office hours | 9a.m.-5p.m. |
| SEC region | New York Regional Office (NYRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$3.03B▲ 16%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 17%
Larger than 83% of 16,271 advisers
AUM vs fund managersTop 29%
Larger than 71% of 6,004 private-fund managers
Number of fundsTop 76%
More funds than 24% of fund managers
EmployeesTop 3%
More than 97% of 16,825 advisers
Assets under management
$3.03Bregulatory AUM
Discretionary $3.03B