Overland Advisors, LLC

Coastland Advisors, LLC is a hedge fund sponsor based out of San Francisco, California. The company was originally established in 2010 and was previously known as Overland Advisors, LLC before changing its name to its current Coastland Advisors. Coastland Advisors has grown from its inception to now operate with 28 employees of which 18 are investment professionals. The company conducts its research internally, utilizing a fundamental and quantitative methodology to make its investment decisions. Coastland Advisors believes that “long term outperformance is driven by the protection of capital during volatile markets so that the fund is well positioned when securities are substantially mispriced and arbitrage opportunities are abundant” and seeks to exploit various inefficiencies through capital structures in a variety of asset classes. Coastland Advisors invests most heavily in the finance sector, which alone makes up over a third of the firm’s total asset allocations, and also invests in the health care, consumer discretionary, information technology, and consumer discretionary sectors, among other sectors to a lesser degree, in order of decreasing allocation. The company holds its allocations an average of 1.72 quarters and holds its top 10 allocations an average of 1.2 quarters. In the most recent quarter, Coastland Advisors has had a turnover rate of approximately 98.6%. Coastland Advisors manages over $2.4 billion in total assets under management spread across 7 total accounts, all of which are discretionary accounts. Both of the firm’s total number of accounts and total assets under management have been somewhat volatile in recent years with its total assets under management having once been as high as $4.2 billion back in 2010 before dipping down to as low as $2.2 billion back in 2011. Coastland Advisors currently caters exclusively to pooled investment vehicles. The firm takes advisory fees in the form of a percentage of assets, fixed fees, and various performance based fees.