Overlook Investments L.P.
Firm details
- Headquarters
- Georgetown,
- CRD number
- 137931
- Registered since
- February 10, 2006
- Website
- overlookinv.com
- Fee structure
- Percentage of AUM, Performance Based Fees
- Client types
- Pooled Investment Vehicles100%
- Services
- Portfolio Management for Pooled Investment Vehicles
Firm profile
FINTRXOverview
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
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
2 of 2James Squire
Director and Chief Investment OfficerCRD 6175830

Alan Morgan
Chief Operating OfficerCRD 6974377
Contacts
3 of 4Dee Lawrence
TrusteeCRD 5059837

Jr Lawrence
Executive ChairmanCRD 5059836

Leonie Foong
Partner, DirectorCRD 3271529
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Georgetown, null
Location
Georgetown, null
Headquartered in Georgetown, null.
- Address
- Campbell Corporate Services Limited The Bank Of
- Office locations
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