Asset Management
Investment management and advisory services for institutional partners seeking disciplined exposure to structural transitions across real assets and infrastructure.
Institutional-Grade Infrastructure Investment
Overlay Asset Management provides discretionary and non-discretionary investment management and advisory services to registered investment advisors, family offices, multi-family offices, foundations, and endowments seeking exposure to structural transitions across real assets and infrastructure.
Overlay is structured to serve as a long-term capital partner, delivering disciplined underwriting, thematic alignment, and institutional-grade reporting within clearly defined mandates across energy infrastructure, waste and materials, and the built environment.
Each mandate provides targeted exposure within defined parameters of risk, liquidity, and return, aligned with investor governance requirements, portfolio construction objectives, and long-term capital deployment pacing.
Mandate Structures
Mandates are tailored to align with each partner's investment objectives, regulatory considerations, portfolio construction needs, and reporting requirements.
Discretionary Manager
Capital within a separately managed account
Sub-Advisor
To institutional sponsors or registered investment advisors
Strategic Capital Partner
Within programmatic investment vehicles
Structuring Partner
Deployment partner alongside anchor investors
Co-Investment Manager
Within defined thematic opportunities
Institutional Alignment
Overlay Asset Management is designed to meet the governance and operational expectations of institutional capital partners.
Investment Committee
Formal underwriting and investment committee processes
Risk Management
Defined risk management frameworks
Reporting
Structured reporting and performance transparency
Mandate Parameters
Clear mandate parameters and capital deployment pacing
Compliance
Coordination with investor compliance and fiduciary requirements
Operational Support
Overlay supports partners beyond investment execution, with operational capabilities designed to reduce friction and ensure consistency across mandates.
Our Partners
We collaborate closely with partners to ensure thematic alignment, structural clarity, and consistent execution across mandates.
Registered Investment Advisors & Multi-Family Offices
Foundations & Endowments
Fund of Funds
"The best partnerships are built on shared conviction and long-term alignment, not solely transactions."
Partnership Philosophy
Overlay views asset management as a partnership business. Capital is deployed within clearly defined frameworks, aligned with long-duration structural opportunities rather than short-term market cycles.
Our objective is to serve as a disciplined capital allocator within the infrastructure and real asset transitions shaping the next several decades.