Overlay Management, LLC

RIASEC RegisteredEst. 2026
Total AUM
$169M
Discretionary
$169M
100% of AUM
Avg account
$4.1M
Accounts
41
Employees
16
Advisory reps
2

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

FINTRX

Overview

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

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

1 of 1
  • Chadd Evans

    Chadd Evans

    Managing Partner and Chief Investment OfficerCRD 6903234

Contacts

1 of 1
  • Brett Wayman

    Brett Wayman

    Managing PartnerCRD 5122589

Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

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

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth