Chadd Evans is a CFA-designated registered investment advisor at Overlay Management, LLC, based in Alpharetta, GA, with 6 years of industry experience. Chadd operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, High Net Worth. Their firm serves 29 clients with $72M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Overlay Management advises pooled investment vehicles (private funds). The firm charges an annual management fee of 1.00% to 2.50% of total committed or invested capital. The specific fee is detailed in each fund's offering documents, and side letter agreements may result in lower fees. Affiliated managing members or general partners may receive a performance-based incentive fee, as detailed in the fund's offering documents.
Location
11720 Amber Park Drive, Suite 425, Alpharetta, GA, 30009
Get directionsHistory
Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Employment History
Current Registrations
Overlay Management, LLC
Previous Registrations
Altera Advisors, LLC
Altera Private Access, LLC
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.