New York, NY Office

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.