OVERLAND ADVISORS, LLC of NEW YORK, NY is an SEC-registered investment adviser (CRD 325525). Regulatory assets under management: $3.0B.
Compensation: % of AUM, Performance.
Clients served: Investment cos.
| Name | Role | Location |
|---|---|---|
| Jeffrey Harold Aronson | MANAGING PRINCIPAL; SOLE AND MANAGING MEMBER OF UNLEVERED OVERLAND-MONTAIGNE GP, LLC; TRUSTEE | — |
| Elizabeth Ross Uhl | CHIEF COMPLIANCE OFFICER | — |
| Susanne Vikoren Clark | CHIEF LEGAL OFFICER/GENERAL COUNSEL | — |
| Kimberly Anne Terjanian | CHIEF FINANCIAL OFFICER | — |
| William John Neuenfeldt | CHIEF OPERATING OFFICER | — |
| Shari Lynn Aronson | TRUSTEE | — |
| UHL ELIZABETH ROSS | CHIEF COMPLIANCE OFFICER | — |
| TERJANIAN KIMBERLY ANNE | CHIEF FINANCIAL OFFICER | — |
| ARONSON JEFFREY HAROLD | MANAGING MEMBER; MANAGING PRINCIPAL; TRUSTEE (+1 more) | — |
| CLARK SUSANNE VIKOREN | CHIEF LEGAL OFFICER/GENERAL COUNSEL | — |
| NEUENFELDT WILLIAM JOHN | CHIEF OPERATING OFFICER | — |
| Aronson Shari Lynn | TRUSTEE; TRUSTEE OF THE JEFFREY H. ARONSON 2006 LONG-TERM TRUST | — |
| Fund | Type | Formed | Owners | Gross asset value | Min investment |
|---|---|---|---|---|---|
| UNLEVERED OVERLAND-MONTAIGNE FUND, L.P. | Private Equity Fund | Delaware | 2 | — | — |
| City | State | Employees | Phone |
|---|---|---|---|
| LONDON | — | 21 | 44 20 32141100 |
| COCONUT GROVE | FL | 1 | 212-672-5000 |