Overbrook Management Corporation

RIASEC Registered

Total AUM

$1.1B

Discretionary

$763M

68% of AUM

Avg account

$3.6M

Accounts

311

Employees

Advisory reps

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 independent, privately owned registered investment adviser that has been SEC-registered since 2001. The firm serves both high-net-worth individuals and families as well as institutional clients, combining financial planning with discretionary and non‑discretionary portfolio management across individuals, pooled vehicles, and institutional mandates. Overbrook describes itself as a capital allocator that also selects and monitors third‑party managers; its advisory activities include acting as a general partner or managing member of pooled investment vehicles. Fee arrangements include percentage‑of‑AUM, fixed fees, and performance‑based compensation. The firm does not identify as an active ESG investor.