Overland Advisors, Llc
SEC-registered
Investment Adviser · Mid-sized ($1B–$10B)
CRD 325525
· SEC file 801-129142
· New York, NY
· WWW.CENTERBRIDGE.COM
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ADV data as of Jun 24, 2026
- Regulatory AUM
- $3.0B
- Discretionary
- $3.0B
- Clients
- 2
- Avg AUM / client
- $1.5B
- Accounts
- 2
- Employees
- 267
AUM over time
$0
$3.0B
Nov 2023
Jun 2026
Annual snapshots from Form ADV filings · as of Jun 24, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Business development companies | 1 | $3.0B | 100.0% |
| Pooled investment vehicles (non-investment companies) | 1 | $0 | — |
People (6)
| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Aronson, Shari, Lynn | Trustee | May 2006 (20y) | GP / trustee / elected manager of Jeffrey H. Aronson 2006 Long Term Trust (indirect) | |
| Aronson, Jeffrey, Harold | Trustee | Jun 2017 (9y) | 75% or more of Jeffrey H. Aronson 2017 Revocable Trust (indirect) | |
| Uhl, Elizabeth, Ross | Chief Compliance Officer | Feb 2023 (4y) | Less than 5% | |
| Clark, Susanne, Vikoren | Chief Legal Officer/General Counsel | Nov 2023 (3y) | Less than 5% | |
| Neuenfeldt, William, John | Chief Operating Officer | Nov 2023 (3y) | Less than 5% | |
| Terjanian, Kimberly, Anne | Chief Financial Officer | Nov 2023 (3y) | Less than 5% |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Overland Advisors Holdings, Llc | Managing Member | Sep 2023 | A | 50% – 75% |
| Overland Advisors Participation Holdings, Llc | Member | Sep 2023 | A | 25% – 50% |
| Jpmorgan Chase Holdings Llc | Parent | Dec 2022 | B | 75% or more of J.P. Morgan Trust Company Of Delaware (indirect) |
| Jpmorgan Chase & Co. | Parent, Managing Member | Sep 2016 | B | 75% or more of Jpmorgan Chase Holdings Llc (indirect) |
| Overland Advisors Investor, Llc | Member | Sep 2023 | B | ≈ 37.5% – 75% via Overland Advisors Holdings, Llc |
| Centerbridge Partners, L.P. | Sole And Managing Member | Aug 2023 | B | ≈ 28.13% – 75% via Overland Advisors Investor, Llc |
| Platinum International Investment Holdings Rsc Limited | Owner | Jan 2018 | B | ≈ 4.69% – 25% via Platinum Falcon B 2018 Rsc Limited |
| Abu Dhabi Investment Authority | Owner | Nov 2017 | B | ≈ 3.52% – 25% via Platinum International Investment Holdings Rsc Limited |
| Jeffrey H. Aronson 2017 Revocable Trust | Member | Jun 2022 | B | 50% – 75% of Centerbridge Partners Holdings, Llc (indirect) |
| Jeffrey H. Aronson 2006 Long Term Trust | Member | Jun 2023 | B | 50% – 75% of Centerbridge Partners Holdings, Llc (indirect) |
| Platinum Falcon B 2018 Rsc Limited | Member | Sep 2023 | B | ≈ 6.25% – 25% via Overland Advisors Participation Holdings, Llc |
| Centerbridge Partners Holdings, Llc | General Partner | Mar 2006 | B | GP / trustee / elected manager of Centerbridge Partners, L.P. (indirect) |
| J.P. Morgan Trust Company Of Delaware | Trustee | Nov 2016 | B | GP / trustee / elected manager of Jeffrey H. Aronson 2006 Long Term Trust (indirect) |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Estimated effective ownership (look-through of filed bands):
- Overland Advisors Investor, Llc: 75% – 100% of Overland Advisors Holdings, Llc × 50% – 75% direct ≈ 37.5% – 75% of the firm
- Centerbridge Partners, L.P.: 75% – 100% of Overland Advisors Investor, Llc × 75% – 100% of Overland Advisors Holdings, Llc × 50% – 75% direct ≈ 28.13% – 75% of the firm
- Platinum International Investment Holdings Rsc Limited: 75% – 100% of Platinum Falcon B 2018 Rsc Limited × 25% – 50% of Overland Advisors Participation Holdings, Llc × 25% – 50% direct ≈ 4.69% – 25% of the firm
- Abu Dhabi Investment Authority: 75% – 100% of Platinum International Investment Holdings Rsc Limited × 75% – 100% of Platinum Falcon B 2018 Rsc Limited × 25% – 50% of Overland Advisors Participation Holdings, Llc × 25% – 50% direct ≈ 3.52% – 25% of the firm
- Platinum Falcon B 2018 Rsc Limited: 25% – 50% of Overland Advisors Participation Holdings, Llc × 25% – 50% direct ≈ 6.25% – 25% of the firm
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 06/24/2026 | 3.22 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Performance-based fees
Services
- • Portfolio management for investment companies
- • Portfolio management for pooled investment vehicles
Custody
Firm reports having custody of client funds or securities (Item 9.A).
No custodian data reported or mined yet.
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Jun 24, 2026.
View current Form ADV (SEC/IAPD) ↗