Overlay Management, LLC
● SEC registered since 2026CRD 324401SEC# 801-136161Alpharetta, GA
Ranks #5,324 of 6,004 private fund managers by regulatory AUM.
Reg. AUM
$168.6M
Fund GAV
$168.1M
Private funds
40
Employees
16
Accounts
41
Location
Alpharetta, GA
Overlay Management, LLC assets under management
Overlay Management, LLC is an investment advisory firm registered with the SEC based in Alpharetta, GA. The firm has been registered since 2026. It reports $168.6 million in regulatory assets under management and employs 16 people. Overlay Management, LLC manages 40 private funds with combined gross assets of $168.1 million, including Overlay Capital Infrastructure Partners LP. By regulatory assets, it ranks 5,324 of 6,004 private fund managers.
Overlay Management, LLC private funds
40 funds · $168.1M GAV| Fund | Type | Gross assets | Min. |
|---|---|---|---|
| Overlay Capital Infrastructure Partners LP | Private Equity | $14.4M | $100K |
| Overlay Capital Infrastructure Partners Pv LP | Private Equity | $13.1M | $50K |
| Overlay Capital Innovation Fund Pv II LP | Venture Capital | $12.7M | $25K |
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Join to unlock · $37/moOverlay Management, LLC owners & executives
6 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Brett Daniel Wayman Control | Chief Compliance Officer, Chief Operating Officer, Manager | Under 5% | 2023 |
| Chadd McLane Evans Control | Managing Member, Chief Investment Officer | Under 5% | 2022 |
| Overlay Group, LLC Control | 100% Owner Of Overlay Management Llc | Over 75% | 2022 |
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Join to unlock · $37/moFrequently asked questions
How much does Overlay Management, LLC manage?
Overlay Management, LLC reports $168.6 million in regulatory assets under management on its Form ADV.
How many private funds does Overlay Management, LLC manage?
Overlay Management, LLC manages 40 private funds with combined gross assets of $168.1 million.
How many employees does Overlay Management, LLC have?
Overlay Management, LLC reports 16 employees.
Where is Overlay Management, LLC located?
Overlay Management, LLC is based in Alpharetta, GA and has been SEC-registered since 2026.
Does Overlay Management, LLC disclose fund performance?
Overlay Management, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 3000 Northwinds Parkway, Suite 150, Alpharetta, GA 30009 |
| Phone | 770-415-0596 |
| Office hours | 9 a.m. To 5 p.m. |
| SEC region | Atlanta Regional Office (ARO) |
| Discloses disciplinary history | No |
Regulatory AUM
$168.6MNo change
Apr '26Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 80%
Larger than 20% of 16,271 advisers
AUM vs fund managersTop 89%
Larger than 11% of 6,004 private-fund managers
Number of fundsTop 5%
More funds than 95% of fund managers
EmployeesTop 29%
More than 71% of 16,825 advisers
Assets under management
$168.6Mregulatory AUM
Discretionary $168.6M
Fund type mix
Private Equity36
Venture Capital4