OVERLAND ADVANTAGE

Profile

Company Names

OVERLAND ADVANTAGE

Addresses

375 PARK AVENUE, 11TH FLOOR, NEW YORK, NY 10152

Phone Numbers

212-672-5088

 

Entity Type:

OTHER

Industry:

OTHER INVESTMENT FUND, POOLED INVESTMENT FUND

Year Incorporated:

2023

State Incorporated:

DELAWARE

Total Amount Raised:

$730,472,106.00

Number of Funding Rounds:

2
Investment Rounds
Round #
Round Open Date
Amount Raised
Total Round Size
Amount Remaining to be Raised
Securities
2
2025-12-11 
$1,545,000.00 
$1,545,000.00 
$0.00 
Equity 
1
2024-01-09 
$728,927,106.00 
INDEFINITE 
INDEFINITE 
 
People
First Name
Middle Name
Last Name
Titles
Related Companies
GAVIN 
 
BAIERA 
DIRECTOR, EXECUTIVE OFFICER
CARLOS 
M. 
HERNANDEZ 
DIRECTOR
WILLIAM 
J. 
NEUENFELDT 
DIRECTOR
N/A 
N/A 
OVERLAND ADVISORS, LLC 
PROMOTER
NEIL 
H. 
SHERMAN 
DIRECTOR
KIMBERLY 
A. 
TERJANIAN 
EXECUTIVE OFFICER
ELIZABETH 
R. 
UHL 
EXECUTIVE OFFICER
Filings
Filing Date
Filing Type
Source URL
Industry Classifier
Detailed Industry
Revenue Range
Securities
First Sale Date
D/A
OTHER INVESTMENT FUND 
 
 
 
2024-01-09 
D
POOLED INVESTMENT FUND 
 
 
Equity 
2025-12-11 
D/A
OTHER INVESTMENT FUND 
 
 
 
2024-01-09 
D
OTHER INVESTMENT FUND 
 
 
 
2024-01-09 
Brokers
Broker Dealer
Broker CRD#
Recipient Name
Recipient CRD#
H + L EQUITIES, LLC
CHARLES HARRISON
H + L EQUITIES, LLC
LORI MAYFIELD
H + L EQUITIES, LLC
PATRICK WHELCHEL
H + L EQUITIES, LLC
SCOTT HARRISON