Overbrook Management Corporation is an SEC registered investment adviser organized as a corporation with a primary office location in New York, NY. Its latest Form ADV filing, dated April 8, 2026, reports $1.1B in regulatory assets under management, 17 employees, 1 office, and 311 accounts.
Assets Under Management
$1.1B
Employees
17
Offices
1 office
Total Clients
123
Primary office
NEW YORK, NY
280 PARK AVENUE, SUITE 2402W, NEW YORK, NY, United States
Portfolio management for individuals and small businesses
Fee models offered
3 types reported
Asset based fees
Fixed fees
Performance-based fees
Sources checked May 15, 2026
Client Coverage Demographics
Top client segmentHNWI represent 85.4% of total clients.
Top client categories% of clientsClients
1
HNWI
85.4%
105
2
Charitable
7.3%
9
3
PARTNERSHIPS
4.9%
6
4
Pooled Investment Vehicles
2.4%
3
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$1.1Bas of April 8, 2026
Discretionary68.0%
$763M
68% of total RAUM68.0%
Non-discretionary32.0%
$359M
32% of total RAUM32.0%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$1.1B
Total Accounts311
10Y AUM Change+$247M (+28.2%)
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Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees17
Clients per Employee7:1
10Y Employee Change+1 (+6.3%)
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Historical AUM and employee figures reflect available SEC Form ADV filings under this CRD. Filing gaps may reflect registration status changes, dormant periods, state registration periods, firm restructuring, or other reporting changes. Rialytix does not interpolate missing periods.
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.