Overland Advisors, LLC is a large advisory firm based in South San Francisco. It manages $3.51 billion of regulatory assets for 8 client accounts. It has been registered with the SEC as an adviser since 2010 and has operated in the jurisdictions of California and Texas.
Overland Advisors provides portfolio management for pooled investment vehicles and portfolio management for businesses and institutional clients. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Overland Advisors, LLC is $3.51 billion, all of which is managed in discretionary accounts. The firm's AUM has gone down by -16% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Overland Advisors, LLC for their services and products based on a percentage of assets under management, fixed fees, and performance-based fees. The adviser charges an additional fee when a set benchmark is outperformed. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
Gordon Converse Holterman has been acting as President since 1 Jan 2010. Derek Dunn has served as the Chief Investment Officer since 1 Jan 2010. Suenos Holdings Llc joined the executive team most recently as the Member.
The principal office where Overland Advisors, LLC performs its advisory services is located at 601 Gateway Boulevard, South San Francisco, CA 94080, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 650-989-2800 or by fax 650-989-2797. The normal business hours are 6:30 am - 4:00 pm on Monday - Friday. You can find more information about the New York firm at overlandadvisors.com.