OVERLOOK CAPITAL

Exempt Reporting AdvisorFINRA MemberEst. 2026
Total AUM
Accounts
0
Advisory reps
2
Brokerage reps
0
Avg account
$0

Firm details

Headquarters
AUSTIN, Texas
CRD number
341727
Registered since
March 23, 2026

Firm profile

FINTRX

Overview

Overlook Capital is a small, privately owned LLC that operates as a sponsor and general partner for pooled investment vehicles. Its activity centers on venture capital investment — the firm acts as managing member and GP, which indicates a hands-on approach to sourcing, structuring and overseeing private-company equity commitments. The adviser does not position itself as an active ESG investor and is not registered as a multi-state adviser; it also does not report pension consulting activity. Overlook Capital completed SEC registration in 2026 and is organized under individual ownership rather than as a broader institutional franchise.

Assets & Accounts

Investments & Alternatives

Location & Offices

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

Contacts

2 of 2
  • Robert Miller

    Managing Partner & Co-FounderCRD 8242587

  • Eric Scott

    Co-Founder and Managing PartnerCRD 8242586

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

AUSTIN, TX

TRAVIS

Location

AUSTIN, TX

Headquartered in AUSTIN, TX, in the South of the United States.

Region
South
County
TRAVIS
Address
816 Congress Ave
Time zone
CT (UTC-6)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth