← Tributary

OVERLAND ADVISORS, LLC

NEW YORK, NY · CRD 325525 · IAPD ↗ · centerbridge.com · 212-672-5000

$3.03BRegulatory AUM
118Advisory reps
267Employees
0Clients
n/aPlanning clients
1Private funds
0States
0Disclosures
fundSegment
ApprovedSEC status

Filing changes

55
April 2026 — OVERLAND ADVISORS, LLC now reports custody of client assets.
Firm now reports custody of client assets — surprise exams and controls follow.
ComplianceCustodian
60
April 2026 — OVERLAND ADVISORS, LLC now reports 1 private fund(s) ($0 gross).
Firm reports private funds for the first time.
Fund administrationCompliance
66
April 2026 — OVERLAND ADVISORS, LLC grew from 107 to 118 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.