Overlay Management, LLC
Firm details
- Headquarters
- Alpharetta, Georgia
- CRD number
- 324401
- Registered since
- May 1, 2026
- Website
- overlaycapital.com
- 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 organized investment manager that positions itself as a fund manager focused on private equity and venture capital strategies. The firm is SEC-registered and serves an institutional client base, specializing in portfolio management for pooled investment vehicles. It typically serves as sponsor, general partner, and managing member of the funds it runs rather than acting as a third-party capital allocator. Its fee model includes asset-based fees and performance-based compensation, with other fee arrangements also reported. The firm is not identified as an active ESG investor and operates under a domestic ownership structure.
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 1
Chadd Evans
Managing Partner and Chief Investment OfficerCRD 6903234
Contacts
1 of 1
Brett 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