Overland Advisors, LLC

CRD#325525
Investment Advisor Firm

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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

108

Disclosures

No

Office Location

375 Park Avenue, 11Th Floor
New York, NY 10152-0002

Overland Advisors, LLC by the Numbers

Total Number of Employees

252

National Average: 64
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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

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    This fee, which is the most common fee type charged by advisors for portfolio management, is based on the amount of assets you have under management. Also referred to as an asset-based fee, this fee typically ranges from 0.50%-2.00% of AUM annually. You'll typically pay a lower rate the more assets you have under management.

  • Offered by 26% of firms

    Performance-based

    Show Explanation

    Advisors only earn performance-based fees if a portfolio outperforms a defined benchmark. This fee may be calculated in a number of ways but most commonly is charged as a percentage of investment profits. Performance-based fees may incentivize advisors to make riskier decisions in order to generate higher returns.

Unavailable

  • Find one of the 21% of firms that offer this fee type

    Hourly

    Show Explanation

    Like a lawyer, a financial advisor may charge you by the hour. This can be helpful if you are only looking for short-term or one-time advice. Rates typically range from $100-$300 per hour, depending on the complexity and level of services needed.

  • Find one of the 1% of firms that offer this fee type

    Commissions

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    Occasionally, advisors earn commissions from selling financial products, such as securities or insurance policies, or making certain referrals or transactions. Advisors who earn commissions may be incentivized to make certain recommendations to clients in order to make a commission. Fee-only advisors do not earn commissions, while fee-based advisors may.

  • Find one of the 0% of firms that offer this fee type

    Subscription

    Show Explanation

    Firms generally charge this fee for educational materials provided, such as a monthly magazine. This can be useful if you want to learn about investing or financial management on your own.

  • Find one of the 32% of firms that offer this fee type

    Fixed

    Show Explanation

    Fixed fees are a one-time, lump sum charged for a specific service, like the creation of a financial plan without subsequent implementation. This can be useful if you only need advice for one specific purpose, rather than a long-term advisor. Fixed fees usually range from $1,000 to $3,000.

  • Find one of the 10% of firms that offer this fee type

    Other

    Show Explanation

    Firms can sometimes charge customers using non-traditional fee structures. See this firm's Form ADV for more details.

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Types of Clients

The firm caters to business development companies. Overland Advisors, LLC's largest client type by number of accounts is .

Created with Highcharts 6.0.7
  • 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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