Overbrook Management Corporation

Overview

Overbrook Management Corporation is an independent RIA and active capital allocator that serves both high-net-worth individuals and institutional clients. The firm runs discretionary and non-discretionary mandates, manages pooled investment vehicles, and selects third‑party managers when appropriate. Its public-equity activity is the core of portfolio construction, with a clear tilt toward exchange‑traded equities and concentrated public positions. Fee arrangements are mixed — percentage of AUM, fixed fees, and performance-based fees — which aligns with its role as an allocator to private funds and hedge strategies. The firm’s advisory footprint includes financial planning, portfolio management for individuals and small businesses, portfolio management for pooled vehicles and institutions, and manager selection. Overbrook is not positioned as an ESG specialist, and it maintains a relatively compact client base that allows for tailored, concentrated mandates and active use of external alternative managers.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices