OVERLAY MANAGEMENT, LLC
Firm details
- Headquarters
- ALPHARETTA, Georgia
- CRD number
- 324401
- Registered since
- May 1, 2026
- Fee structure
- Percentage of AUM, Performance Based Fees, Other
- Client types
- Pooled Investment Vehicles100%
- Services
- Portfolio Management for Pooled Investment Vehicles
Firm profile
FINTRXOverview
Overlay Management, LLC is a privately structured manager focused on pooled investment vehicles, operating as a sponsor and general partner for private funds. The firm is organized as an LLC and positions itself as a manager of private equity, venture capital and other multifaceted fund strategies for institutional clients. Its advisory work centers on portfolio management for pooled vehicles rather than traditional separately managed accounts. Fee arrangements include asset-based fees and performance-linked compensation alongside other fee types. The firm does not identify as an active ESG investor and is not reported as a multi-state adviser or pension consultant.
Assets & Accounts
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
1 of 1Chadd Evans
Managing Partner and Chief Investment OfficerCRD 6903234
Contacts
1 of 1BRETT WAYMAN
Managing PartnerCRD 5122589
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
ALPHARETTA, GA
FULTON
Location
ALPHARETTA, GA
Headquartered in ALPHARETTA, GA, anchoring the Atlanta--Athens-Clarke County--Sandy Springs, GA-AL metro in the South.
- Metro area
- Atlanta--Athens-Clarke County--Sandy Springs, GA-AL
- Region
- South
- County
- FULTON
- Address
- 3000 Northwinds Pkwy
- Time zone
- ET (UTC-5)
- Office locations
Similar firms
NEWCORP WEALTH MANAGEMENT
RIAALPHARETTA, GA
ATLAS INVESTMENT ADVISORS
RIAALPHARETTA, GA
ELM3 FINANCIAL GROUP, LLC
RIAALPHARETTA, GA
PHORCYS CAPITAL PARTNERS, LLC
RIAALPHARETTA, GA
INCOMPASS FINANCIAL PARTNERS, LLC
RIAALPHARETTA, GA
DANER WEALTH MANAGEMENT, LLC
RIAALPHARETTA, GA