Overbrook Management Corporation
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$1,121,106,153
This total excludes 18 entity clients. Entities are clients such as corporations, partnerships, or trusts.
Total clients
105
100% high-net worth
Total advisors
4
of 17 employees
Firm size
Team
4-10 advisors or $500M+ in AUM
Average clients per advisor
26
Average account size
$10,677,201
About
Overbrook serves primarily high‑net‑worth individuals and institutional clients with discretionary portfolio management for separately managed accounts, along with family office and reporting services. The firm also advises qualified investors and manages privately offered pooled investment vehicles rather than offering public mutual funds.
Overbrook’s investment process is rooted in bottoms‑up fundamental research, including multi‑year financial modeling, proprietary valuation analysis, scenario risk modeling, and ongoing portfolio risk monitoring. Alongside recommending non‑affiliated private funds, the firm acts as managing member or investment manager for private funds (including Overbrook Private Equity LLC, the Overbrook Core Equity Fund, L.P., and the recently added Overbrook Alpha Fund) and conducts periodic side‑by‑side allocation reviews.
Noteworthy compared with many peers, Overbrook is a long‑standing, family‑owned manager with a compact advisory team overseeing over $1.1 billion in assets (more than $200 million AUM per advisor), and it functions as a fund sponsor and manager of pooled vehicles while also providing administrative services to unaffiliated private funds. Those structural roles give rise to documented allocation and conflict‑management procedures, and the brochure discloses specific custody, reporting, and side‑by‑side practices tied to its private fund activities.
Client services
Financial planning
Portfolio management
Selection of other advisers
Expertise
Active portfolio management
Private / alternative investments
Options & derivatives strategies
Real estate investing
Tax-loss harvesting
Fee options
Family office and reporting services billed at a fixed or project basis, charged annually or quarterly (specific amounts not stated)
0.50% to 2.00% annually (tiered based on services and account size)
Performance-based fees charged by certain Private Funds as described in Offering Memoranda (specific rates not stated)
Account minimum: $1,000,000
Main office location
Overbrook Management Corporation
280 Park Avenue, Suite 2402 W
New York NY 10017, United States
Number of offices
2
Most active in
Overbrook Management Corporation has reported serving >5 clients in these states in the last 12 months.
California · Connecticut · District of Columbia · Florida · Maine · New York
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is active or affiliated with:
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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