Overland Advisors, LLC
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Learn more about Overland Advisors, LLC
Overview
Overland Advisors, LLC is located at 375 Park Avenue, 11th Floor, New York, NY. The firm employs 108 financial advisors to manage client portfolios and provide financial guidance. Overland Advisors, LLC is not a registered broker-dealer.
Overland Advisors, LLC offers portfolio management for investment companies. The firm operates on an asset-based and performance-based fee structure. The firm caters to business development companies, which are also the largest client type by accounts. Overland Advisors, LLC maintains affiliations as a commodity pool advisor.
Number of Advisors
Disclosures
Office Location
Overland Advisors, LLC by the Numbers
252
Fee Structure
Fees charged by financial advisors usually are based on the services provided. Fees charged by Overland Advisors, LLC most likely consist of any blend of the following fee types: asset-based or performance-based.
Available
-
Offered by 69% of firms
Percentage of Assets
-
Offered by 26% of firms
Performance-based
Unavailable
-
Find one of the 21% of firms that offer this fee type
Hourly
-
Find one of the 1% of firms that offer this fee type
Commissions
-
Find one of the 0% of firms that offer this fee type
Subscription
-
Find one of the 32% of firms that offer this fee type
Fixed
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Find one of the 10% of firms that offer this fee type
Other
Types of Clients
The firm caters to business development companies. Overland Advisors, LLC's largest client type by number of accounts is .
- High-Net-Worth Individuals* - 0%
- Other Individuals - 0%
- Corporations - 100%
- Charitable Organizations - 0%
* The U.S. Securities and Exchange Commission (SEC) defines a high-net-worth individual as someone who has at least $750,000 under management.
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Disclosures
Overland Advisors, LLC does not have any disclosures.
Please visit its Form ADV for more details.
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