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Overbay Capital Partners registers with the SEC (Toronto)
New SEC-registered adviser · CRD 298996 · 801-137514 · effective 2026-10-21
Effective 2026-10-21. 18 employees (8 advisory), $3B regulatory AUM across 109 accounts. Advises private funds. Limited Partnership.
Advises private funds10+ employeesHas custodyPerformance fees
Contact (from the filing)
The main-office phone, website and address from Form ADV are shown to subscribers. See plans, or open the firm on IAPD.
Who this is for
- Compliance consulting
- RIA software (CRM, portfolio, billing)
- Fund administration & audit
- Custodian / clearing
- Archiving & surveillance
- Cybersecurity / managed IT
- E&O insurance