# OVERLAND ADVISORS, LLC

OVERLAND ADVISORS, LLC of NEW YORK, NY is an SEC-registered investment adviser.

## Registration

- CRD: 325525
- Type: SEC-registered investment adviser
- SEC file number: 801-129142
- Location: 375 PARK AVENUE, 11TH FLOOR, NEW YORK, NY, 10152-0002
- Phone: 212-672-5000
- Latest filing: 2026-06-24
- Regulatory AUM: $3.0B
- Discretionary AUM: $3.0B
- Clients: 267
- Accounts: 2

## Business model

- Compensation: % of AUM, Performance
- Clients served: Investment cos

## Officers, owners & control persons (12)

| Name | Role | Location |
| --- | --- | --- |
| [Jeffrey Harold Aronson](https://search.stillhousedata.com/person/664994) | MANAGING PRINCIPAL; SOLE AND MANAGING MEMBER OF UNLEVERED OVERLAND-MONTAIGNE GP, LLC; TRUSTEE | — |
| [Elizabeth Ross Uhl](https://search.stillhousedata.com/person/664996) | CHIEF COMPLIANCE OFFICER | — |
| [Susanne Vikoren Clark](https://search.stillhousedata.com/person/664997) | CHIEF LEGAL OFFICER/GENERAL COUNSEL | — |
| [Kimberly Anne Terjanian](https://search.stillhousedata.com/person/664998) | CHIEF FINANCIAL OFFICER | — |
| [William John Neuenfeldt](https://search.stillhousedata.com/person/665000) | CHIEF OPERATING OFFICER | — |
| [Shari Lynn Aronson](https://search.stillhousedata.com/person/665002) | TRUSTEE | — |
| [UHL ELIZABETH ROSS](https://search.stillhousedata.com/person/767716) | CHIEF COMPLIANCE OFFICER | — |
| [TERJANIAN KIMBERLY ANNE](https://search.stillhousedata.com/person/804150) | CHIEF FINANCIAL OFFICER | — |
| [ARONSON JEFFREY HAROLD](https://search.stillhousedata.com/person/822229) | MANAGING MEMBER; MANAGING PRINCIPAL; TRUSTEE (+1 more) | — |
| [CLARK SUSANNE VIKOREN](https://search.stillhousedata.com/person/873218) | CHIEF LEGAL OFFICER/GENERAL COUNSEL | — |
| [NEUENFELDT WILLIAM JOHN](https://search.stillhousedata.com/person/873219) | CHIEF OPERATING OFFICER | — |
| [Aronson Shari Lynn](https://search.stillhousedata.com/person/877532) | TRUSTEE; TRUSTEE OF THE JEFFREY H. ARONSON 2006 LONG-TERM TRUST | — |


## Private funds (1)

| Fund | Type | Formed | Owners | GAV | Min investment |
| --- | --- | --- | --- | --- | --- |
| UNLEVERED OVERLAND-MONTAIGNE FUND, L.P. | Private Equity Fund | Delaware | 2 | — | — |


## Branch offices (2)

| City | State | Employees | Phone |
| --- | --- | --- | --- |
| LONDON | — | 21 | 44 20 32141100 |
| COCONUT GROVE | FL | 1 | 212-672-5000 |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/325525/brochure
- Similar advisers: https://search.stillhousedata.com/firm/325525/similar
- Related entities: https://search.stillhousedata.com/firm/325525/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/325525

---

Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.