SEC-Registered Investment Adviser
Overbrook Management Corporation
Registration facts are from the firm's Form ADV Part 1A as published by the SEC, latest filing dated April 8, 2026. Figures are firm-level: they describe the advisory firm, not any single offering.
Registration
- Status
- Approved
- Registered since
- December 21, 2001
- Principal office
- 280 Park Avenue, Suite 2402w, New York, NY 10017
- Organized as
- Corporation, NY
- Fiscal year end
- December
- Umbrella registration
- Yes, 1 relying adviser
- Other offices
- 1
Scale
- Regulatory AUM
- $1.1B
- Discretionary / non-discretionary
- $762.6M / $358.5M
- Attributable to non-US clients
- $19.3M
- Accounts
- 311
- Clients
- 0
- Employees
- 17, 7 in advisory roles
- Private funds advised
- 3
- Private fund gross assets
- $195.1M
- Fund types
- 2 hedge funds, 1 private equity funds
- Funds with Form D records
- 1 issuer in AltStreet's ledger, $151.3M reported sold across them
- Client assets in custody
- $384.5M (32 clients)
Business, clients and compensation, as filed
- Advisory activities
- financial planning, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for businesses and institutional clients and selection of other advisers
- Compensated by
- a percentage of assets under management, fixed fees and performance-based fees
- Client types
- high net worth individuals (105); pooled investment vehicles (3); charitable organizations (9); other (6)
- Related persons include
- another investment adviser and a sponsor, general partner or managing member of pooled investment vehicles
- Affiliates
- 1 investment adviser
Form ADV Item 11 disclosures
No yes answers on Item 11 as of the latest Form ADV (April 8, 2026). Item 11 covers the firm and its advisory affiliates.
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Source: SEC Form ADV via IARD (roster of October 6, 2026), matched to the platform by AltStreet analysts. Item 11 answers are as reported on the firm's Form ADV and cover the firm and its advisory affiliates; consult the firm's IAPD record for the Disclosure Reporting Pages. Brochure statements are the firm's own. Nothing on this page is investment advice.