DFX Intelligence
RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
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SEC-registered adviser
O••••••• A•••••••• L••
Latest filing Jun 24, 2026
First filing on the tape Nov 1, 2023 · 9 filings
SEC status approved since Nov 30, 2023
RAUM
$3.0B
reported, Item 5.F
Discretionary
100%
of RAUM
Private clients
0.0%
$0 individuals and HNW
Advisors
0
registered through the firm on IAPD
RAUM per advisor
n/a
derived; firm RAUM over IAPD count
Employees
267
118 advisory (5.B.1)
Offices
2
beyond the principal office
Private funds
1
reported on Schedule D
History
9 filings and snapshots on the tape
RAUM$3.0B as of Jun 24, 2026
Mar 29, 2024$0 then
HNW client RAUM: no history
State-registered IARs (5.B.3)0 as of Jun 24, 2026
Mar 29, 20240 then
Employees (5.A)267 as of Jun 24, 2026
Mar 29, 2024252 then
Private funds1 as of Jun 24, 2026
Mar 31, 20261 then
RAUM +16% over the last fiscal yearIARs 0 to 0
Practice profile
derived from the filing of Jun 24, 2026; every figure names its basis
- RAUM per advisor
- unknownderivedRAUM over IAPD advisors; not a book size
- Clients per advisor
- unknownderivedindividual and HNW clients (5.D) over advisors
- Average HNW client
- unknownderivedHNW RAUM over HNW clients
- Average account
- $1.5BderivedRAUM over accounts (5.F.2.f)
- Discretionary
- 100%derivedof RAUM
- Institutional
- 0.0%derivedpensions, charities, corporations, government, insurance, banks, other advisers
- Employees per advisor
- unknownderivedItem 5.A over advisors
- Advisors per office
- unknownderived3 offices incl. principal (1.F.5)
- RAUM growth, one year
- +16%derivedbetween the last two annual amendments
- Advisor growth, one year
- unknownderivedItem 5.B.3 between annual amendments
- Client growth, one year
- unknownderived
- Compensation
- percentage of assets, performance-basedreportedItem 5.E
- Advisory activities
- portfolio management for pooled vehicles, portfolio management for investment companiesreportedItem 5.G
- Custody
- yesreportedItem 9.A
- Ownership
- no PE, bank or public-company owner found on Schedule Aderived
- Advisor book size
- not public; not estimatedreported
Also answered yes on Form ADV
- has discretionary authority over which securities are bought or sold (8.C.1)
- receives research or other products from a broker-dealer, soft dollars (8.E)
- has custody of client cash or bank accounts (9.A.1.a)
- has custody of client securities (9.A.1.b)
- a related person has custody of client cash (9.B.1.a)
- a related person has custody of client securities (9.B.1.b)
Where the RAUM sits
Form ADV Item 5.D, latest filing
This filing has no Item 5.D breakdown (filings before 2017 reported ranges, not amounts).
- Individual clients
- n/areported
- HNW clients
- n/areported
- Pension plan clients
- n/areported
- Charitable clients
- n/areported
- Accounts
- 2reported
- Financial planning clients
- reported
- Wrap fee programs
- noreported
- Custody of client assets
- $0 for 1 clientsreported
- Compensation
- % of AUM, performancereported
- Class basis
- private_client_share=0.0 fund_share=1.0 institutional_share=0.0 related_bd=false related_bank=true bd_reps=0.0derived
Advisors registered through the firm
0 on IAPD today, longest tenure first
No representative is registered through this CRD on IAPD.
Advisor movement
Left, latest
none on the tape
Joined, latest
none on the tape
Private funds
No private fund reported.
Owners and control persons
Schedule A and B, latest filing
- A••••••• J••••••• H••••• · Trusteecontrolsince 06/2017 · owns 75% or more of J•••••• H• A•••••• 2••• R•••••••• T••••
- A••••••• J••••••• H••••• · Managing Principalcontrolsince 09/2005 · owns F of C••••••••• P•••••••• L•••
- A••••••• S••••• L••• · Trusteecontrolsince 05/2006 · owns F of J•••••• H• A•••••• 2••• L•••••••• T••••
- C••••• S••••••• V•••••• · Chief Legal Officer/G•••••• Counselsince 11/2023 · owns less than 5%
- N••••••••• W••••••• J••• · Chief Operating Officersince 11/2023 · owns less than 5%
- T••••••••• K•••••••• A••• · Chief Financial Officersince 11/2023 · owns less than 5%
- U••• E••••••••• R••• · Chief Compliance Officersince 02/2023 · owns less than 5%
Entity owners
- O••••••• A••••••• H•••••••• L•• · Managing Memberdirect · owns 50% to 75%
- O••••••• A••••••• P••••••••• H•••••••• L•• · Memberdirect · owns 25% to 50%
- A•• D•••• I••••••••• A•••••••• · Ownerindirect · owns 75% or more of P••••••• I••••••••• I••••••••• H••••••• R•• L••••••
- C••••••••• P••••••• H•••••••• L•• · G•••••• Partnerindirect · owns F of C••••••••• P•••••••• L•••
- C••••••••• P•••••••• L••• · Sole And Managing Memberindirect · owns 75% or more of O••••••• A••••••• I•••••••• L••
- J••• M••••• T•••• C•••••• O• D••••••• · Trusteeindirect · owns F of J•••••• H• A•••••• 2••• L•••••••• T••••
- J•••••• H• A•••••• 2••• L•••••••• T•••• · Memberindirect · owns 50% to 75% of C••••••••• P••••••• H•••••••• L••
- J•••••• H• A•••••• 2••• R•••••••• T•••• · Memberindirect · owns 50% to 75% of C••••••••• P••••••• H•••••••• L••
- J••••••• C•••• • C•• · Parent, Managing Memberindirect · owns 75% or more of J••••••• C•••• H••••••• L•• · public reporting company
- J••••••• C•••• H••••••• L•• · Parentindirect · owns 75% or more of J••• M••••• T•••• C•••••• O• D•••••••
- O••••••• A••••••• I•••••••• L•• · Memberindirect · owns 75% or more of O••••••• A••••••• H•••••••• L••
- P••••••• F••••• B• 2••• R•• L•••••• · Memberindirect · owns 25% to 50% of O••••••• A••••••• P••••••••• H•••••••• L••
- P••••••• I••••••••• I••••••••• H••••••• R•• L•••••• · Ownerindirect · owns 75% or more of P••••••• F••••• B• 2••• R•• L••••••
Related persons
Schedule D 7.A
- C• F•••• A•• A••••••••• G•• L••investment adviserpooled vehicle sponsorn
- C• L•••• G• L••investment adviserpooled vehicle sponsorn
- C• L•• G•• L•••investment adviserpooled vehicle sponsorn
- C• M••••••• G•• L••investment adviserpooled vehicle sponsorn
- C• N• C•••••••• G•• L•••investment adviserpooled vehicle sponsorn
- C•• G• I•• L•••bankn
- C•• G• I••• L•••bankn
- C•• I• C••••• G• L•••bankn
- C•• I•• C••••• G• L•••investment adviserpooled vehicle sponsorn
- C•• I•• S•• C••••• G• L•••bankn
- C•• S•• G•• L••investment adviserbankpooled vehicle sponsorn
- C••••••••• A••••••• I•• L••investment adviserbankn
- C••••••••• A••••••• I••• L••investment adviserbankn
- C••••••••• A••••••• I•• L••investment adviserbankn
- C••••••••• A••••••• V• L••investment adviserbankn
- C••••••••• A•••••••• L••investment adviserbankn
- C••••••••• A••••••••• I•• L•••investment adviserbankpooled vehicle sponsorn
- C••••••••• A••••••••• I••• L•••investment adviserbankpooled vehicle sponsorn
- C••••••••• A••••••••• I•• L•••investment adviserbankpooled vehicle sponsorn
- C••••••••• A••••••••• V• L•••investment adviserbankpooled vehicle sponsorn
- C••••••••• A••••••••• L•••investment adviserpooled vehicle sponsorn
- C••••••••• C•••••• P••••••• I•• L•••bankn
- C••••••••• C••••• A•••••••• L•••••investment adviserbankpooled vehicle sponsorn
- C••••••••• C••••• F•••••• A•••••••• L••investment advisern
- C••••••••• C••••• P••••••• G•••••• P••••••• L•••investment adviserbankpooled vehicle sponsorn
- C••••••••• C••••• P••••••• O••••••• G•••••• P••••••• L•••investment adviserbankpooled vehicle sponsorn
- C••••••••• F••• A•••••••• L•••••investment advisern
- C••••••••• F••• P••••••• G•••••• P••••••• L•••investment adviserpooled vehicle sponsorn
- C••••••••• M••••••• A•••••••• L•••••investment advisern
- C••••••••• P••••••• E•••••• L••investment advisern
Advisers that list O••••••• A•••••••• L•• as a related person
- 157359 y
Offices
Schedule D 1.F, the 25 largest
- London, United Kingdom22 employees
- Coconut Grove, FL2 employees
What changed
consecutive filings, newest first
- Accounts · 1 to 2Jan 2, 2026 to Mar 31, 2026
- Advisory employees · 107 to 118Jan 2, 2026 to Mar 31, 2026
- Advisory activities · 1 to 2Jan 2, 2026 to Mar 31, 2026
- Pooled vehicle clients · unset to 1.0Jan 2, 2026 to Mar 31, 2026
- Assets in custody · unset to 0.0Jan 2, 2026 to Mar 31, 2026
- Custody of client assets · false to trueJan 2, 2026 to Mar 31, 2026
- Employees · 258 to 267Jan 2, 2026 to Mar 31, 2026
- Private funds · unset to 1Jan 2, 2026 to Mar 31, 2026
- Discretionary RAUM · $2.6B to $3.0BJan 2, 2026 to Mar 31, 2026
- Pooled vehicle RAUM · unset to 0.0Jan 2, 2026 to Mar 31, 2026
- RAUM · $2.6B to $3.0BJan 2, 2026 to Mar 31, 2026
- Accounts · 0 to 1Jan 3, 2025 to Mar 31, 2025
- Advisory employees · 108 to 107Jan 3, 2025 to Mar 31, 2025
- Employees · 252 to 258Jan 3, 2025 to Mar 31, 2025
- Financial planning clients · unset to Jan 3, 2025 to Mar 31, 2025
- Discretionary RAUM · $0 to $2.6BJan 3, 2025 to Mar 31, 2025
- RAUM · $0 to $2.6BJan 3, 2025 to Mar 31, 2025
- Advisory employees · 106 to 108Nov 15, 2023 to Mar 29, 2024
- Employees · 249 to 252Nov 15, 2023 to Mar 29, 2024
Signals
1 dated events
- O••••••• A•••••••• L•• filed its initial SEC registration (Form ADV)Nov 1, 2023 · First SEC registration · fact
Across DFX
shared identifiers only, never a name match
- O••••••• A•••••••• L•• · Independent Sponsorsshared crd · capital_provider
- O••••••• A•••••••• L•• · Private Equityshared crd · organization
How to reach
public business contact points only, each with its source
- Firm profile
- linkedin.com/company/centerbridge-partnersreportedpublic record, Form ADV, Sep 18, 2026
- Website
- Overland-Advantage.comreportedpublic record, Form ADV, Sep 18, 2026
- Principal office phone
- 212-672-5000reportedpublic record, Form ADV, Jun 24, 2026
Provenance
- Form ADV
- SEC filing data 2011 to 2024 and the monthly roster 2025 onreportedadviserinfo.sec.gov
- Advisors
- IAPD individual compilation feed, dailyreportedadviserinfo.sec.gov
- Class
- Asset manager (funds and pooled vehicles)deriveda rule over Items 5.D and 7.A
- RAUM per advisor
- n/aderivedfirm RAUM over the IAPD count; not a book size
- Loaded
- Sep 14, 2026