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OVERLAY MANAGEMENT, LLC
ALPHARETTA, GA
770-415-0596
SEC #801-136161Total AUM
$168.6M
Employees
16Clients
51Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
3000 NORTHWINDS PARKWAY, SUITE 150
ALPHARETTA
GA 30009
United States
ALPHARETTA
GA 30009
United States
Operating Hours
9 AM TO 5 PM
BY APPOINTMENT ONLY
BY APPOINTMENT ONLY
Phone
770-415-0596
Other Offices
1
Financials
Total AUM
$168.6M
Accounts
41Discretionary
$168.6M
Accounts
41Non-Discretionary
$0
Accounts
0
Clients
Individual Clients
1AUM
$0
HNW Individual Clients
1AUM
$0
Banking Clients
1AUM
$0
Pooled Vehicle Clients
41AUM
$168.6M
Pension/Profit Sharing Plan Clients
1AUM
$0
Charitable Organization Clients
1AUM
$0
Government Entity Clients
1AUM
$0
Investment Advisor Clients
1AUM
$0
Insurance Company Clients
1AUM
$0
Sovereign Wealth Fund Clients
1AUM
$0
Corporation or Business Clients
1AUM
$0
Services
Services Offered
Pooled Vehicle Portfolio Management
Compensation Types
Charges Other FeeCharges Percentage AUMCharges Performance-Based
Other Compensation
CLOSING FEE/UNDERWRITING FEE, TECH & PLATFORM FEE
Compliance
Disclosures
None reported
State Registrations
GA
Affiliates
Affiliates
Reported 3 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.