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OVERLAY MANAGEMENT, LLC

CRD 324401 · SEC 801-136161

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3000 NORTHWINDS PARKWAY, SUITE 150, ALPHARETTA, GA, 30009, United States

Phone

770-415-0596

Fax

—

Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$168.6M

Discretionary AUM

$168.6M

Team

16 total employees; 8 advisory reps

Clients

—

Fees

Percentage of AUM; Performance-based fees; CLOSING FEE/UNDERWRITING FEE, TECH & PLATFORM FEE

Org form

Limited Liability Company

Filing date

2026-04-28

Disciplinary history

No

Services

Portfolio management (pooled vehicles)

Client types

TypeClientsAUM
Pooled investment vehicles41$168.6M

States served

GA

All web addresses on file

Official SEC filing: View on IAPD