Overbrook Management Corporation

RIASEC RegisteredEst. 2001
Total AUM
$1.1B
Discretionary
$763M
68% of AUM
Avg account
$3.6M
Accounts
311
Employees
17
Advisory reps
7

Firm details

Headquarters
New York, New York
CRD number
117884
Registered since
December 21, 2001
Website
www.overbrook.com
Custodians
NATIONAL FINANCIAL SERVICES LLC, WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC, CHARLES SCHWAB & CO., INC.
Fee structure
Percentage of AUM, Fixed Fees, Performance Based Fees
Client types
  • HNWI52.17%
  • Charitable Organizations25.63%
  • Pooled Investment Vehicles17.4%
  • Other4.8%
Services
Financial PlanningPortfolio Management for IndividualsPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional ClientsSelection of Other Advisers

Firm profile

FINTRX

Overview

Overbrook Management Corporation is an SEC-registered, independent registered investment adviser established in 2001 and owned by an individual. The firm positions itself as a capital allocator for both high-net-worth individuals and institutional clients, offering a mix of advisory services that include financial planning, discretionary and non‑discretionary portfolio management for individuals, pooled investment vehicles, and businesses or institutions, plus selection of other advisers. Its fee schedules include percentage-of-AUM fees, fixed fees and performance-based arrangements. Overbrook does not identify as an active ESG investor in its filings.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

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Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 57%, Other 27%, Cash & Cash Equivalents 15%, Non-Exchange Traded Equities 1%57%
  • Exchange Traded Equities57%
  • Other27%
  • Cash & Cash Equivalents15%
  • Non-Exchange Traded Equities1%

Owners & executives

3 of 4

  • Arthur Altschul

    Chairman and Chief Executive OfficerCRD 1831925

  • Ryan Kanaley

    Chief Investment OfficerCRD 6824769

  • Korrine Sheerin-kohm

    Chief Compliance OfficerCRD 4877754

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Contacts

3 of 3
  • Peter Kunze

    Peter Kunze

    Executive DirectorCRD 5497874

  • Richard Zenker

    Richard Zenker

    PresidentCRD 1947682

  • Wade Goehle

    Wade Goehle

    Vice PresidentCRD 6757880

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

ETF holdings

1 of 11

Active vs passive

$25.7M in ETFs

Passive

54%

$13.8M

Active

45%

$12M

ETFProviderStyleCategoryValueShares% of portfolio
PIMCO MULTISECTOR BOND ACTIVE EXCHANGE-TRADED FUND (PYLD)PIMCOActiveMultisector Bond$5.8M219,54522.64%
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Location

Primary office

New York, NY

New York

Location

New York, NY

Headquartered in New York, NY, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.

Metro area
New York-Newark, NY-NJ-CT-PA
Region
Northeast
County
New York
Address
280 Park Ave
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth