Overlay Management
Private Equity SEC-registered adviser
Legal name: Overlay Management, LLC
Alpharetta, GA Website
AUM
$168.6M
Regulatory AUM
Private funds
40
Private Equity 36 · Venture Capital 4
Private fund assets
$168.1M
Gross asset value
Employees
16
Last Form D raise
Apr 2026
Most recent fund filing
From SEC Form ADV filing (filed Apr 28, 2026). View on SEC
People(2)
Owners and executive officers named on the firm's SEC Form ADV.
B
C
Funds(40)
Private funds reported on Form ADV, with amounts raised from the funds' SEC Form D filings.
| Fund | Type | Gross assets | Raised (Form D) | Investors | Last Form D | Recency |
|---|---|---|---|---|---|---|
| Ocif Amp Partners 1 LLC | Private Equity | $1.4M | $23.3M | 143 | Apr 2026 | Hot |
| Altera Proof Pa LLC | Private Equity | $1.1M | $835K | 12 | Feb 2022 | Cold |
| Overlay Capital Infrastructure Partners LP | Private Equity | $14.4M | — | — | — | |
| Overlay Capital Infrastructure Partners Pv LP | Private Equity | $13.1M | — | — | — | |
| Overlay Capital Innovation Fund Pv II LP | Venture Capital | $12.7M | — | — | — | |
| Overlay Capital Innovation Fund LP | Venture Capital | $11.0M | — | — | — | |
| Ocip Accelco 1 LLC | Private Equity | $9.0M | — | — | — | |
| Obf Lender LLC | Private Equity | $8.0M | — | — | — | |
| Ocra Ksi Solar LLC | Private Equity | $7.9M | — | — | — | |
| Overlay Capital Innovation Fund Pv LP | Venture Capital | $7.9M | — | — | — | |
| Oef II Lender LLC | Private Equity | $7.0M | — | — | — | |
| Oc Automation Partners 1 LLC | Private Equity | $6.9M | — | — | — | |
| Oc Fusion Partners LLC | Private Equity | $6.5M | — | — | — | |
| Ocra Senior Opportunity Partners LLC | Private Equity | $5.0M | — | — | — | |
| Ogf Lender LLC | Private Equity | $5.0M | — | — | — |
Board seats(28)
Companies whose SEC Form D filings name one of this firm's people as a director, matched by name and office ZIP code.
Regulatory identifiers
- CRD number
- 324401
- SEC file number
- 801-136161
Sources
- SEC Form ADV Oct 14, 2026