OVERLOOK INVESTMENTS L.P.

Latest filing: Mar 25, 2024 (219 days ago)

AUM

$6,311,965,000
6% change vs. 1 year ago
-17% change vs. 3 years ago
34% change vs. 5 years ago
88% change vs. 10 years ago

Employee Count

0
0% change vs. 1 year ago
0% change vs. 3 years ago
-100% change vs. 5 years ago
-100% change vs. 10 years ago

Main Office

GEORGETOWN,
CAMPBELL CORPORATE SERVICES LIMITED, THE BANK OF, GEORGETOWN, , CAYMAN ISLANDS

Client AUM

Discretion AUM
Discretionary $6.3
Non-Discretionary $0.0
Total $6.3
Client AUM
Retail $0.0
Pooled $6.3
Institutional $0.0
Total $6.3
Retail Accounts AUM
Individual 0 $0.0
Average Individual AUM $0
HNW 0 $0.0
Average HNW AUM $0
Retail Total 0 $0.0
Average Retail AUM $0

ADVDB.CO • AUM IN BILLIONS, AVERAGES IN DOLLARS • SOURCE: SEC FORM ADV

SMA Custodians

Custodian Location AUM

ADVDB.CO • SMA AUM IN BILLIONS • SMA INCLUDES RETAIL AND INSTITUTIONAL • SOURCE: SEC FORM ADV

Separately Managed Assets

Breakdown AUM
Total SMA AUM $0.0
Retail SMA AUM $0.0
Institutional SMA AUM $0.0
Asset Class % AUM
Equity Exch 0% $0.0
Equity Non-Exch 0% $0.0
Govt Agency 0% $0.0
Municipal 0% $0.0
Sovereign 0% $0.0
IG Credit 0% $0.0
HY Credit 0% $0.0
Derivatives 0% $0.0
Investment Companies 0% $0.0
Other Pools 0% $0.0
Cash 0% $0.0
Other 0% $0.0
Total 0% $0.0

ADVDB.CO • AUM IN BILLIONS • POSSIBLE ROUNDING ERRORS, BUT SOME ADVISERS REPORT SUMS ≠ 100% • SOURCE: SEC FORM ADV

Affiliates

Affiliates AUM Business Types CRD Number
OVERLOOK INVESTMENTS LIMITED $6.3 137926

ADVDB.CO • AUM IN BILLIONS • SOURCE: SEC FORM ADV

Control Persons

18 active

Name Title
LAWRENCE, JR, RICHARD, HURD TRUSTEE, RICHARD HURD LAWRENCE, JR. SEPARATE PROPERTY TRUST U/T/A DTD JUNE 13, 2002, DIRECTOR OF GENERAL PARTNER, TRUSTEE
LAWRENCE, DEE, MACLEOD TRUSTEE, RICHARD HURD LAWRENCE, JR. SEPARATE PROPERTY TRUST U/T/A DTD JUNE 13, 2002, DIRECTOR OF GENERAL PARTNER, TRUSTEE
LAWRENCE, PHILIP, S. TRUSTEE, THE LAWRENCE 2009 EXEMPT FAMILY TRUST
SQUIRE, JAMES, ST. JOHN CHIEF INVESTMENT OFFICER
FOONG, LEON IE PARTNER
MORGAN, ALAN, HUGH CHIEF OPERATING OFFICER AND CHIEF COMPLIANCE OFFICER
LEUNG, HUNG PIU WILLIAM SHAREHOLDER

ADVDB.CO • SOURCE: SEC

Representatives

No representatives found with matching CRD

ADVDB.CO • SOURCE: SEC

History

Date AUM AUM ∆ AUM % ∆ Empl Empl ∆ Empl % ∆
2024-10-01 $6.3 $0.0 0% 0 0 0%
2024-04-02 $6.3 $0.0 0% 0 0 0%
2023-04-04 $6.0 $0.3 6% 0 0 0%
2022-04-01 $7.2 -$0.8 -12% 0 0 0%
2021-04-05 $7.6 -$1.3 -17% 0 0 0%
2020-04-01 $6.1 $0.2 3% 0 0 0%
2019-04-01 $4.7 $1.6 34% 1 -1 -100%
2018-04-02 $6.1 $0.2 3% 1 -1 -100%
2017-04-01 $4.6 $1.8 38% 1 -1 -100%
2016-04-01 $3.7 $2.6 71% 1 -1 -100%
2015-04-01 $3.7 $2.7 73% 1 -1 -100%
2014-04-01 $3.4 $3.0 88% 1 -1 -100%
2013-04-01 $2.7 $3.6 131% 1 -1 -100%

ADVDB.CO • AUM IN BILLIONS • SOURCE: SEC FORM ADV

Other

STATE REGISTRATIONS
ADVISER ACTIVITIES
PORTFOLIO MANAGEMENT (POOLS)
OTHER ACTIVITIES
COMMODITY TRADING ADVISOR

ADVDB.CO • SOURCE: SEC FORM ADV