Overlook Investments Limited
Firm details
- Headquarters
- Hong Kong,
- CRD number
- 137926
- Registered since
- January 27, 2006
- Website
- overlookinv.com
- Fee structure
- Percentage of AUM, Other
- Client types
- Pooled Investment Vehicles100%
- Services
- Portfolio Management for Pooled Investment Vehicles
Firm profile
FINTRXOverview
Overlook Investments Limited is an institutional registered adviser formed in 2006 that serves primarily institutional clients. The firm operates as a CPO/CTA and provides portfolio management for pooled investment vehicles, and it also functions as sponsor, general partner, or managing member for funds it organizes. Its fees are structured as a percentage of assets under management (with other fee elements noted), and it is not positioned as a capital allocator or an ESG-focused manager. Ownership is listed as a foreign entity/individual and the adviser is classified as an institutional RIA.
Assets & Accounts
Public Holdings
Investments & Alternatives
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
3 of 3
Alan Morgan
Chief Operating OfficerCRD 6974377
Michael Lonergan
COOCRD 5081288
James Squire
Director and Chief Investment OfficerCRD 6175830
Contacts
2 of 2
Leonie Foong
Partner, DirectorCRD 3271529
Jr Lawrence
Executive ChairmanCRD 5059836
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Hong Kong, null
Location
Hong Kong, null
Headquartered in Hong Kong, null.
- Address
- 22f Ruttonjee House
- Office locations
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