Overbrook Management Corporation
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$584,922,546
Clients
105
Advisors
2
across 2 offices
About
Overbrook serves primarily high‑net‑worth individuals and institutional clients with discretionary portfolio management for separately managed accounts, along with family office and reporting services. The firm also advises qualified investors and manages privately offered pooled investment vehicles rather than offering public mutual funds.
Overbrook’s investment process is rooted in bottoms‑up fundamental research, including multi‑year financial modeling, proprietary valuation analysis, scenario risk modeling, and ongoing portfolio risk monitoring. Alongside recommending non‑affiliated private funds, the firm acts as managing member or investment manager for private funds (including Overbrook Private Equity LLC, the Overbrook Core Equity Fund, L.P., and the recently added Overbrook Alpha Fund) and conducts periodic side‑by‑side allocation reviews.
Noteworthy compared with many peers, Overbrook is a long‑standing, family‑owned manager with a compact advisory team overseeing over $1.1 billion in assets (more than $200 million AUM per advisor), and it functions as a fund sponsor and manager of pooled vehicles while also providing administrative services to unaffiliated private funds. Those structural roles give rise to documented allocation and conflict‑management procedures, and the brochure discloses specific custody, reporting, and side‑by‑side practices tied to its private fund activities.
Client services
Expertise
Fee options
Family office and reporting services billed at a fixed or project basis, charged annually or quarterly (specific amounts not stated)
0.50% to 2.00% annually (tiered based on services and account size)
Performance-based fees charged by certain Private Funds as described in Offering Memoranda (specific rates not stated)
Account minimum: $1,000,000
Main office
See office280 Park Avenue, Suite 2402 W
New York NY 10017
Advisors at this office
1
Offices (2)
Most active in
California · Connecticut · District of Columbia · Florida · Maine · New York
Also doing business as
Overbrook Management Advisors, Lp · Overbrook Management Corporation
Disclosures
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Business activities & affiliations
Is active or affiliated with:
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Quick links
Advisors at this firm
Richard Z
Series 63, Series 65
Boca Raton, FL
Overbrook Management Corporation
Richard Zenker is an advisor at Overbrook Management Corporation in Boca Raton, FL, holding Series 63 and Series 65 licenses with four years of industry experience. He has been with Overbrook since 2003. Overbrook provides discretionary investment management to high-net-worth individuals and institutional clients, offering family office services and managing several privately offered funds. The firm’s investment approach relies on bottom-up fundamental research and risk management across public equities, fixed income, and alternative investments.
Wade G
Series 65
New York, NY
Overbrook Management Corporation
Wade Goehle is a financial advisor at Overbrook Management Corporation with a Series 65 designation and seven years of experience. He previously worked at KPMG for three years before joining Overbrook in 2019. Overbrook serves primarily high-net-worth individuals and institutional clients with discretionary portfolio management for separately managed accounts, family office services, and reporting. The firm employs a bottoms-up fundamental research approach and manages privately offered pooled investment vehicles, alongside providing administrative services for unaffiliated private funds.
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