OVERLAND ADVISORS, LLC
CRD #325525 SEC #801-129142 NEW YORK, NY 212-672-5000
SEC Registered
Total AUM
$2.6B
Discretionary
$2.6B
Employees
258
Clients
--
Accounts
1
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Delaware
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Mar 31, 2025
- Branch Offices
- 2
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| CLARK, SUSANNE, VIKOREN | I | CHIEF LEGAL OFFICER/GENERAL COUNSEL | NA | |
| CLARK, SUSANNE, VIKOREN | I | CHIEF LEGAL OFFICER/GENERAL COUNSEL | NA | |
| CLARK, SUSANNE, VIKOREN | I | CHIEF LEGAL OFFICER/GENERAL COUNSEL | NA | |
| CLARK, SUSANNE, VIKOREN | I | CHIEF LEGAL OFFICER/GENERAL COUNSEL | NA | |
| CLARK, SUSANNE, VIKOREN | I | CHIEF LEGAL OFFICER/GENERAL COUNSEL | NA | |
| NEUENFELDT, WILLIAM, JOHN | I | CHIEF OPERATING OFFICER | NA | |
| NEUENFELDT, WILLIAM, JOHN | I | CHIEF OPERATING OFFICER | NA | |
| NEUENFELDT, WILLIAM, JOHN | I | CHIEF OPERATING OFFICER | NA | |
| NEUENFELDT, WILLIAM, JOHN | I | CHIEF OPERATING OFFICER | NA | |
| NEUENFELDT, WILLIAM, JOHN | I | CHIEF OPERATING OFFICER | NA | |
| TERJANIAN, KIMBERLY, ANNE | I | CHIEF FINANCIAL OFFICER | NA | |
| TERJANIAN, KIMBERLY, ANNE | I | CHIEF FINANCIAL OFFICER | NA | |
| TERJANIAN, KIMBERLY, ANNE | I | CHIEF FINANCIAL OFFICER | NA | |
| TERJANIAN, KIMBERLY, ANNE | I | CHIEF FINANCIAL OFFICER | NA | |
| TERJANIAN, KIMBERLY, ANNE | I | CHIEF FINANCIAL OFFICER | NA | |
| UHL, ELIZABETH, ROSS | I | CHIEF COMPLIANCE OFFICER | NA | |
| UHL, ELIZABETH, ROSS | I | CHIEF COMPLIANCE OFFICER | NA | |
| UHL, ELIZABETH, ROSS | I | CHIEF COMPLIANCE OFFICER | NA | |
| UHL, ELIZABETH, ROSS | I | CHIEF COMPLIANCE OFFICER | NA | |
| UHL, ELIZABETH, ROSS | I | CHIEF COMPLIANCE OFFICER | NA | |
| OVERLAND ADVISORS HOLDINGS, LLC | DE | MANAGING MEMBER | D | Control |
| OVERLAND ADVISORS HOLDINGS, LLC | DE | MANAGING MEMBER | D | Control |
| OVERLAND ADVISORS HOLDINGS, LLC | DE | MANAGING MEMBER | D | Control |
| OVERLAND ADVISORS HOLDINGS, LLC | DE | MANAGING MEMBER | D | Control |
| OVERLAND ADVISORS HOLDINGS, LLC | DE | MANAGING MEMBER | D | Control |
| OVERLAND ADVISORS PARTICIPATION HOLDINGS, LLC | DE | MEMBER | C | Control |
| OVERLAND ADVISORS PARTICIPATION HOLDINGS, LLC | DE | MEMBER | C | Control |
| OVERLAND ADVISORS PARTICIPATION HOLDINGS, LLC | DE | MEMBER | C | Control |
| OVERLAND ADVISORS PARTICIPATION HOLDINGS, LLC | DE | MEMBER | C | Control |
| OVERLAND ADVISORS PARTICIPATION HOLDINGS, LLC | DE | MEMBER | C | Control |
Indirect Owners (Schedule B)
| Name | Type | Entity | Ownership | Control |
|---|---|---|---|---|
| ARONSON, JEFFREY, HAROLD | I | CENTERBRIDGE PARTNERS, L.P. | F | Control |
| ARONSON, JEFFREY, HAROLD | I | CENTERBRIDGE PARTNERS, L.P. | F | Control |
| ARONSON, JEFFREY, HAROLD | I | CENTERBRIDGE PARTNERS, L.P. | F | Control |
| Aronson, Shari, Lynn | I | JEFFREY H. ARONSON 2006 LONG-TERM TRUST | F | Control |
| Aronson, Shari, Lynn | I | JEFFREY H. ARONSON 2006 LONG-TERM TRUST | F | Control |
| CENTERBRIDGE PARTNERS HOLDINGS, LLC | DE | CENTERBRIDGE PARTNERS, L.P. | F | Control |
| CENTERBRIDGE PARTNERS HOLDINGS, LLC | DE | CENTERBRIDGE PARTNERS, L.P. | F | Control |
| CENTERBRIDGE PARTNERS HOLDINGS, LLC | DE | CENTERBRIDGE PARTNERS, L.P. | F | Control |
| J.P. MORGAN TRUST COMPANY OF DELAWARE | DE | JEFFREY H. ARONSON 2006 LONG-TERM TRUST | F | Control |
| J.P. MORGAN TRUST COMPANY OF DELAWARE | DE | JEFFREY H. ARONSON 2006 LONG-TERM TRUST | F | Control |
| ABU DHABI INVESTMENT AUTHORITY | FE | PLATINUM INTERNATIONAL INVESTMENT HOLDINGS RSC LIMITED | E | Control |
| ABU DHABI INVESTMENT AUTHORITY | FE | PLATINUM INTERNATIONAL INVESTMENT HOLDINGS RSC LIMITED | E | Control |
| ABU DHABI INVESTMENT AUTHORITY | FE | PLATINUM INTERNATIONAL INVESTMENT HOLDINGS RSC LIMITED | E | Control |
| ARONSON, JEFFREY, HAROLD | I | JEFFREY H. ARONSON 2017 REVOCABLE TRUST | E | Control |
| ARONSON, JEFFREY, HAROLD | I | CENTERBRIDGE PARTNERS HOLDINGS, LLC | E | Control |
| ARONSON, JEFFREY, HAROLD | I | CENTERBRIDGE PARTNERS HOLDINGS, LLC | E | Control |
| ARONSON, JEFFREY, HAROLD | I | JEFFREY H. ARONSON 2017 REVOCABLE TRUST | E | Control |
| CENTERBRIDGE PARTNERS, L.P. | DE | OVERLAND ADVISORS INVESTOR, LLC | E | Control |
| CENTERBRIDGE PARTNERS, L.P. | DE | OVERLAND ADVISORS INVESTOR, LLC | E | Control |
| CENTERBRIDGE PARTNERS, L.P. | DE | OVERLAND ADVISORS INVESTOR, LLC | E | Control |
| JPMORGAN CHASE & CO. | DE | JPMORGAN CHASE HOLDINGS LLC | E | Control |
| JPMORGAN CHASE & CO. | DE | JPMORGAN CHASE HOLDINGS LLC | E | Control |
| JPMORGAN CHASE & CO. | DE | JPMORGAN CHASE HOLDINGS LLC | E | Control |
| JPMORGAN CHASE HOLDINGS LLC | DE | J.P. MORGAN TRUST COMPANY OF DELAWARE | E | Control |
| JPMORGAN CHASE HOLDINGS LLC | DE | J.P. MORGAN TRUST COMPANY OF DELAWARE | E | Control |
| JPMORGAN CHASE HOLDINGS LLC | DE | J.P. MORGAN TRUST COMPANY OF DELAWARE | E | Control |
| OVERLAND ADVISORS INVESTOR, LLC | DE | OVERLAND ADVISORS HOLDINGS, LLC | E | Control |
| OVERLAND ADVISORS INVESTOR, LLC | DE | OVERLAND ADVISORS HOLDINGS, LLC | E | Control |
| OVERLAND ADVISORS INVESTOR, LLC | DE | OVERLAND ADVISORS HOLDINGS, LLC | E | Control |
| PLATINUM INTERNATIONAL INVESTMENT HOLDINGS RSC LIMITED | FE | PLATINUM FALCON B 2018 RSC LIMITED | E | Control |
| PLATINUM INTERNATIONAL INVESTMENT HOLDINGS RSC LIMITED | FE | PLATINUM FALCON B 2018 RSC LIMITED | E | Control |
| PLATINUM INTERNATIONAL INVESTMENT HOLDINGS RSC LIMITED | FE | PLATINUM FALCON B 2018 RSC LIMITED | E | Control |
| Aronson, Shari, Lynn | I | CENTERBRIDGE PARTNERS HOLDINGS, LLC | D | Control |
| J.P. MORGAN TRUST COMPANY OF DELAWARE | DE | CENTERBRIDGE PARTNERS HOLDINGS, LLC | D | Control |
| JEFFREY H. ARONSON 2006 LONG-TERM TRUST | DE | CENTERBRIDGE PARTNERS HOLDINGS, LLC | D | Control |
| JEFFREY H. ARONSON 2006 LONG-TERM TRUST | DE | CENTERBRIDGE PARTNERS HOLDINGS, LLC | D | Control |
| JEFFREY H. ARONSON 2006 LONG-TERM TRUST | DE | CENTERBRIDGE PARTNERS HOLDINGS, LLC | D | Control |
| JEFFREY H. ARONSON 2017 REVOCABLE TRUST | DE | CENTERBRIDGE PARTNERS HOLDINGS, LLC | D | Control |
| JEFFREY H. ARONSON 2017 REVOCABLE TRUST | DE | CENTERBRIDGE PARTNERS HOLDINGS, LLC | D | Control |
| JEFFREY H. ARONSON 2017 REVOCABLE TRUST | DE | CENTERBRIDGE PARTNERS HOLDINGS, LLC | D | Control |
| PLATINUM FALCON B 2018 RSC LIMITED | FE | OVERLAND ADVISORS PARTICIPATION HOLDINGS, LLC | C | Control |
| PLATINUM FALCON B 2018 RSC LIMITED | FE | OVERLAND ADVISORS PARTICIPATION HOLDINGS, LLC | C | Control |
| PLATINUM FALCON B 2018 RSC LIMITED | FE | OVERLAND ADVISORS PARTICIPATION HOLDINGS, LLC | C | Control |
Registrations
Federal
IA
Mar 31, 2025 REGISTERED
Address
375 PARK AVENUE, 11TH FLOORNEW YORK, NY 10152-0002
United States
Phone: 212-672-5000