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 structured as a hedge-fund manager that primarily serves institutional investors. The firm is SEC-registered (since 2006) and operates as a CPO/CTA and sponsor/GP/ managing member of pooled investment vehicles. Its advisory work is focused on portfolio management for pooled vehicles rather than separate-account advisory. Fee arrangements combine a percentage of assets under management with performance-based compensation. Overlook reports it is not an active ESG investor and is not registered as a multi-state adviser.
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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