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 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

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client 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

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

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