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RIA / WealthAdvisorChartered Financial Analyst13 years in industry

Chadd McLane Evans

Advisor at OVERLAY MANAGEMENT, LLC

ALPHARETTA, GA

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:465764e4-9c85-3834-698c-d20b4c1ea6db

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 4:32 AM UTC and rebuilt at most every 15 minutes.

Relationships: 3
Dated events: 1
On other graphs: 2
Observed: Feb 15, 2018 to Sep 14, 2026

Across DFX

same identity by shared identifier, citation, or a bridge measured by hand

Private Equityidentity

Chadd Mclane Evans

same person, same CRD on Schedule A · confidence 95% · family precision 100%

Venture Capitalidentity

Chadd Mclane Evans

same person, same CRD on Schedule A · confidence 95% · family precision 100%

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: OVERLAY MANAGEMENT, LLC
Current firm class: asset managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Apr 1, 2013earliest registration or exam on IAPD
Years in industry: 13derivedfrom the industry start date
Years at current firm: 3derivedfrom the current registration's begin date
Prior firms: 2
Current registrations: 1
Registered states: 1
Designations: Chartered Financial Analyst
First registration: Feb 15, 2018
Dual registered: no
IAPD individual key: 6903234

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
OVERLAY MANAGEMENT, LLC	Asset manager	Mar 31, 2023	n/a	yes	ALPHARETTA, GA	Current employment
ALTERA ADVISORS, LLC	Former SEC adviser	Jul 8, 2020	Jan 5, 2022	no	ATLANTA, GA	Previous registration
ALTERA PRIVATE ACCESS, LLC	Asset manager	Feb 15, 2018	Jan 5, 2022	no	ATLANTA, GA	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
ALTERA PRIVATE ACCESS, LLC	ALTERA ADVISORS, LLC	Jan 5, 2022	Jul 8, 2020	-546	Channel change	Other
ALTERA ADVISORS, LLC	OVERLAY MANAGEMENT, LLC	Jan 5, 2022	Mar 31, 2023	450	Firm change after gap	Other

Relationships

Registered with (3)

→ OVERLAY MANAGEMENT, LLCRegistered adviserregistration: current employment
Mar 31, 2023 to presentfactForm ADV
→ ALTERA PRIVATE ACCESS, LLCRegistered adviserregistration: previous registration
Feb 15, 2018 to Jan 5, 2022factForm ADV
→ ALTERA ADVISORS, LLCRegistered adviserregistration: previous registration
Jul 8, 2020 to Jan 5, 2022factForm ADV

Dated events

Occurred
Jan 5, 2022
Advisor changed firm
Chadd Mclane Evans left Altera Advisors, Llc for Overlay Management, Llc (registered 2023-03-31)
Form ADVobserved 4 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:465764e4-9c85-3834-698c-d20b4c1ea6db
First observed: Feb 15, 2018
Last observed: Sep 14, 2026 5 days ago
Source families: Federal regulator filings
1 registered feed stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

Chadd McLane Evans

Advisor at OVERLAY MANAGEMENT, LLC

ALPHARETTA, GA

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:465764e4-9c85-3834-698c-d20b4c1ea6db

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 4:32 AM UTC and rebuilt at most every 15 minutes.

Firm

Class

Began

Ended

Current

Branch

Basis

OVERLAY MANAGEMENT, LLC

Asset manager

Mar 31, 2023

n/a

yes

ALPHARETTA, GA

Current employment

ALTERA ADVISORS, LLC

Former SEC adviser

Jul 8, 2020

Jan 5, 2022

ATLANTA, GA

Previous registration

ALTERA PRIVATE ACCESS, LLC

Asset manager

Feb 15, 2018

Jan 5, 2022

ATLANTA, GA

Previous registration

From

Left

Joined

Gap, days

Kind

Move type

ALTERA PRIVATE ACCESS, LLC

ALTERA ADVISORS, LLC

Jan 5, 2022

Jul 8, 2020

-546

Channel change

Other

ALTERA ADVISORS, LLC

OVERLAY MANAGEMENT, LLC

Jan 5, 2022

Mar 31, 2023

450

Firm change after gap

Other