# Overlay Management, LLC: new SEC registration, $169M AUM, Alpharetta, GA

**Score:** 45/100

| Field | Value |
|---|---|
| Firm | Overlay Management, LLC |
| Legal name | Overlay Management, LLC |
| CRD | 324401 |
| Status | Approved |
| Registered with the SEC | 2026-05-01 |
| Latest Form ADV filing | 2026-04-28 |
| Location | Alpharetta, GA, United States |
| Regulatory AUM | $168,634,170 |
| Accounts | 41 |
| Employees | 16 |
| Website | https://overlaycapital.com/ |

## Why this score
- $169M under management.
- Website on file.

Source: SEC monthly roster of registered investment advisers (Form ADV data) (https://adviserinfo.sec.gov/firm/summary/324401). Last refreshed: 2026-11-04T21:45:24.609Z.
From the SEC's public monthly roster of registered investment advisers (Form ADV data). Firm level only: we leave out firms whose name is a person's name and never list individual representatives. Registration is not an endorsement by the SEC.