Overbrook Management Corporation logo

Overbrook Management Corporation

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Client assets under management

$584,922,546

Clients

105

100% high-net-worth

Advisors

4

of 17 employees

Firm type

Team

5-30 advisors or >$500M in AUM

Clients per advisor

26

Very Low

Average account size

$5,570,691

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

Financial planning Portfolio management Selection of other advisers

Expertise

Active portfolio management Private / alternative investments Options & derivatives strategies Real estate investing Tax-loss harvesting

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Fee options

Fixed

Family office and reporting services billed at a fixed or project basis, charged annually or quarterly (specific amounts not stated)

Percentage

0.50% to 2.00% annually (tiered based on services and account size)

Performance-based

Performance-based fees charged by certain Private Funds as described in Offering Memoranda (specific rates not stated)

Other

Account minimum: $1,000,000

Main office location

Overbrook Management Corporation

280 Park Avenue, Suite 2402 W

New York NY 10017, United States

Number of offices

2

Most active in

California · Connecticut · District of Columbia · Florida · Maine · New York

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Advisors at this firm

user avatar

Peter K

Series 66

New York, NY

Overbrook Management Corporation

Peter Kunze is a financial advisor at Overbrook Management Corporation in New York, NY, holding a Series 66 designation with three years of industry experience. He previously worked at J.P. Morgan Securities LLC and JPMorgan Chase Bank, N.A. Overbrook Management Corporation provides discretionary investment management to high-net-worth individuals and institutional clients, managing both separately managed accounts and private funds with an emphasis on bottom-up fundamental research and risk management. The firm also offers family office and administrative services and is notable for its role as a private fund sponsor and manager.

Active portfolio management Private / alternative investments Options & derivatives strategies Real estate investing Tax-loss harvesting
user avatar

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.

Active portfolio management Private / alternative investments Options & derivatives strategies Real estate investing Tax-loss harvesting
user avatar

Wade G

Series 65

New York, NY

Overbrook Management Corporation

Wade Goehle is a financial advisor at Overbrook Management Corporation in New York, NY, holding a Series 65 designation. He has been with Overbrook since 2019 and previously worked at KPMG from 2016 to 2019. Overbrook Management Corporation provides discretionary investment management to high-net-worth individuals and institutional clients, managing both separately managed accounts and private funds. The firm focuses on bottom-up fundamental research and risk management across public equities, fixed income, and alternative investments, and serves as a private fund sponsor and manager.

Active portfolio management Private / alternative investments Options & derivatives strategies Real estate investing Tax-loss harvesting
user avatar

Andrew M

Series 63, Series 65

New York, NY

Overbrook Management Corporation

Andrew Mindnich is a financial advisor at Overbrook Management Corporation in New York, NY, holding Series 63 and Series 65 licenses. He has experience working at JPMorgan Securities and Merrill, with a total of approximately nine years in the industry. Overbrook Management Corporation provides discretionary investment management to high-net-worth individuals and institutional clients, offering family office services and managing several private funds. The firm’s investment approach centers on bottom-up fundamental research and risk management, with portfolios across equities, fixed income, and alternative investments.

Active portfolio management Private / alternative investments Options & derivatives strategies Real estate investing Tax-loss harvesting
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