The OVERBROOK MANAGEMENT CORPORATION is a privately held investment adviser that advises $1.07Bn in regulatory assets under management held in 2 SEC fund types across 2 investment strategies. OVERBROOK MANAGEMENT CORPORATION is a Hybrid A hybrid fund manager is a manager whose total assets under management are spread across multiple investment vehicle types rather than concentrated in one. Fund Manager. Assets decreased by 0.22% over the last 5-years.
The Group has been registered with the SEC for 24.62 years and is comprised of 1 filing and 1 relying advisers. They operate out of 2 office locations with their Headquarters at 280 PARK AVENUE SUITE 2402W, NEW YORK, NEW YORK. The Group has not been subject to regulatory enforcement actions. They are regulated by 1 US and Non-US bodies.
They have 17 employees comprised of 7 investment and 10 non-investment staff. The total number of Employees increased by 21.43% over the last 5-years.
Their $1.07Bn in assets advised are owned by 3 private funds, 0 public funds and BDCs and 9 other accounts. Assets of High Net Worth Individuals clients own $584.92mn or 54.8% of Total Assets and Charitable Organizations own $287.29mn or 26.92% of Total Assets.
The Group's top investment strategies include Long/Short Equity and Traditional LBO, representing 99.98% and 0.02% of total assets, respectively.
They advise 3 types of clients, top clients are High Net Worth Individuals and Charitable Organizations.
The Group uses 1 Fund Administrators, 1 Fund Auditors, 0 Prime Brokers, 4 Custodians and 0 Marketers. It does not report a third-party Fund Administrator in 1 private funds with $44.57K in assets.
The Group discloses fixed fees, management fees and performance-based fees.
OVERBROOK MANAGEMENT CORPORATION names 0 sub-advisers to 0 different funds advised by the group. The Group has been named as the sub-adviser to 0 funds.