# Overland Advisors, LLC

> Overland Advisors, LLC is an SEC-registered investment advisory firm in New York, NY, registered since 2023, reporting $1 billion to $5 billion in regulatory assets under management in its Form ADV filing dated June 24, 2026.

- CRD: 325525
- Filed as: OVERLAND ADVISORS, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: New York, NY
- Filing period: October 2026
- Form ADV filing dated: June 24, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/325525
- AdvisorCensus page: https://advisorcensus.com/firm/overland-advisors-llc-new-york-ny-325525

## Quick answers

**How is Overland Advisors, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Overland Advisors, LLC reports these compensation arrangements: a percentage of assets under its management; performance-based fees. The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Overland Advisors, LLC located?**
Overland Advisors, LLC's principal office is in New York, NY, according to its Form ADV; the July 2026 filing also lists 2 other offices (Schedule D, Section 1.F).

**Is Overland Advisors, LLC registered with the SEC or a state?**
Overland Advisors, LLC is an SEC-registered investment advisory firm, registered since 2023. Status as filed: Approved. CRD 325525.

**How much does Overland Advisors, LLC manage?**
Overland Advisors, LLC reports $3,034,415,688 in regulatory assets under management in its Form ADV filing dated June 24, 2026 (100% discretionary).

**How have Overland Advisors, LLC's assets and staff changed since 2024?**
In the Form ADV data for Overland Advisors, LLC: Regulatory assets under management: $0 in the October 2024 data and $3,034,415,688 in the October 2026 data. Total employees: 252 in October 2024 and 267 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Overland Advisors, LLC serve?**
By number of clients on Form ADV Item 5.D: business development companies (1); pooled investment vehicles (other than investment companies and business development companies) (1).

**Does Overland Advisors, LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/325525

**What changed in Overland Advisors, LLC's recent Form ADV filings?**
In the July 2026 filing data: Changed its office addresses in Coconut Grove, FL.

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Performance-based fees

### Regulatory assets under management (Item 5.F)
- Total: $3,034,415,688
- Discretionary: $3,034,415,688
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Business development companies | 1 | $3,034,415,688 |
| Pooled investment vehicles (other than investment companies and business development companies) | 1 | $0 |

### Advisory services (Item 5.G)
- Portfolio management for investment companies (and business development companies)
- Portfolio management for pooled investment vehicles (other than investment companies)

### Firm details
- Registered since: 2023 (2 years)
- Employees: 267 total, 118 performing advisory functions
- Wrap fee program participation: No
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Other offices (Schedule D, Section 1.F), as of the July 2026 filing
- Coconut Grove, FL
- London

### Websites listed on Form ADV (Item 1.I)
- centerbridge.com
- overland-advantage.com
- LinkedIn @centerbridge-partners

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2024 | $0 | 252 | March 29, 2024 |
| October 2025 | $2,618,698,123 | 258 | March 31, 2025 |
| October 2026 | $3,034,415,688 | 267 | June 24, 2026 |

Regulatory assets under management: $0 in the October 2024 data and $3,034,415,688 in the October 2026 data.
Total employees: 252 in October 2024 and 267 in October 2026.

## Changes in the filing (last 12 months)

### July 2026
- Changed its office addresses in Coconut Grove, FL.

### June 2026
- Updated its list of owners and control persons (Schedule A).

### April 2026
- Employees performing advisory functions went from 107 to 118.
- Regulatory assets under management went from $2,618,698,123 to $3,034,415,688 (+16%).
- Updated its list of owners and control persons (Schedule A).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Overland Advisors, LLC (CRD 325525): Form ADV filing data as of October 2026.