Overlook Investments L.P.

RIASEC RegisteredEst. 2006
Total AUM
$8.1B
Discretionary
$8.1B
100% of AUM
Avg account
$4B
Accounts
2
Employees
14
Advisory reps
6

Firm details

Headquarters
Georgetown,
CRD number
137931
Registered since
February 10, 2006
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Overlook Investments L.P. is a hedge fund manager that organizes and runs pooled investment vehicles for institutional clients. The firm operates as a sponsor/GP and as a CPO/CTA, which signals active, vehicle-level portfolio management and the capacity to use structured instruments and managed futures strategies where appropriate. Fee arrangements combine a percentage-of-assets component with performance-based fees, reflecting a traditional hedge fund alignment with institutional investors. Public filing activity shows a concentrated public equity position, but the bulk of capital sits in private hedge funds managed on a discretionary basis.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

2 of 2
  • James Squire

    Director and Chief Investment OfficerCRD 6175830

  • Alan Morgan

    Alan Morgan

    Chief Operating OfficerCRD 6974377

Contacts

3 of 4
  • Dee Lawrence

    TrusteeCRD 5059837

  • Jr Lawrence

    Jr Lawrence

    Executive ChairmanCRD 5059836

  • Leonie Foong

    Leonie Foong

    Partner, DirectorCRD 3271529

Unlock 1 more contacts

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

Georgetown, null

Location

Georgetown, null

Headquartered in Georgetown, null.

Address
Campbell Corporate Services Limited The Bank Of
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth