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Building 2OVERBROOK MANAGEMENT CORPORATION

Map pinNEW YORK, NY
Phone212-661-8710
NotebookSEC #801-60790
Total AUM
$1.1B
Employees
17
Clients
123

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
280 PARK AVENUE
SUITE 2402W
NEW YORK
NY 10017
United States
Operating Hours
9:00 A.M.-5:00 P.M.
Monday - Friday
Phone
212-661-8710
Other Offices
1

ReceiptFinancials

Total AUM
$1.1B
Accounts
311
Discretionary
$762.6M
Accounts
228
Non-Discretionary
$358.5M
Accounts
83

ContactClients

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HNW Individual Clients
105
AUM
$584.9M
Pooled Vehicle Clients
3
AUM
$195.1M
Charitable Organization Clients
9
AUM
$287.3M
Other Clients
6
AUM
$53.8M
Description of Other Clients
PARTNERSHIPS

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPooled Vehicle Portfolio Management
Compensation Types
Charges Fixed FeeCharges Percentage AUMCharges Performance-Based

Shield checkCompliance

Disclosures

None reported

State Registrations
CACTDCFLMENY

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Affiliates
Reported 4 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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