Overbrook Management Corporation

Overbrook Management Corporation (CRD# 117884) is a financial advisory firm headquartered in New York, NY. They manage $909,898,337 in 394 accounts and serve the financial needs of clients across 14 states (or territories).

By the Numbers
  • Total Assets Under Management
    910
    MILLION
  • Total Number of Accounts
    394
    ACCOUNTS
  • Average Account Value
    $2,309,387
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Performance-based fees
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

AZ, CA, CT, DC, DE, FL, LA, MA, MD, ME, NH, NJ, NY, TX

Financial Advisors at Overbrook Management Corporation
No Advisor Found.
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