Overlook Investments L.P.
● SEC registered since 2006CRD 137931SEC# 801-65983Georgetown
Ranks #976 of 6,030 private fund managers by regulatory AUM.
Reg. AUM
$8.09B
Fund GAV
$8.13B
Private funds
2
Employees
14
Accounts
2
Location
Georgetown
Overlook Investments L.P. assets under management
Overlook Investments L.P. is a registered investment adviser overseen by the SEC based in Georgetown. The firm has been registered since 2006. It reports $8.1 billion in regulatory assets under management and employs 14 people. Overlook Investments L.P. manages 2 private funds with combined gross assets of $8.1 billion, including The Overlook Partners Fund L.P. By regulatory assets, it ranks 976 of 6,030 private fund managers.
Overlook Investments L.P. private funds
2 funds · $8.13B GAV| Fund | Type | Gross assets | Min. |
|---|---|---|---|
| The Overlook Partners Fund L.P. | Hedge | $7.84B | $1M |
| Overlook 3g Investments L.P. | Hedge | $286.4M | $1M |
Overlook Investments L.P. owners & executives
17 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Alan Hugh Morgan Control | Chief Operating Officer, Chief Compliance Officer And Director Of General Partner | Under 5% | 2018 |
| Dee MacLeod Lawrence Control | Trustee, Richard Hurd Lawrence, Jr. Separate Property Trust U/T/A Dtd June 13, 2002 | Under 5% | 2003 |
| James St. John Squire Control | Chief Investment Officer And Director Of General Partner | 25-50% | 2012 |
| Jr Richard Hurd Lawrence Control | Executive Chairman And Director Of General Partner | Under 5% | 1992 |
| Jr Richard Hurd Lawrence Control | Trustee, Richard Hurd Lawrence, Jr. Separate Property Trust U/T/A Dtd June 13, 2002 | Under 5% | 2003 |
| Leon Ie Foong Control | Chief Executive Officer And Director Of General Partner | 10-25% | 2017 |
| Overlook Investments (bvi) Limited Control | General Partner | Under 5% | 1995 |
| Philip S. Lawrence Control | Trustee, The Lawrence 2009 Exempt Family Trust | Under 5% | 2009 |
| Richard Hurd Lawrence, Jr. Separate Property Trust U/T/A Dtd June 13, 2002 Control | Shareholder | 25-50% | 2003 |
| The Lawrence 2009 Exempt Family Trust Control | Shareholder | 10-25% | 2009 |
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Join to unlock · $37/moFrequently asked questions
How much does Overlook Investments L.P. manage?
Overlook Investments L.P. reports $8.1 billion in regulatory assets under management on its Form ADV.
How many private funds does Overlook Investments L.P. manage?
Overlook Investments L.P. manages 2 private funds with combined gross assets of $8.1 billion.
How many employees does Overlook Investments L.P. have?
Overlook Investments L.P. reports 14 employees.
Where is Overlook Investments L.P. located?
Overlook Investments L.P. is based in Georgetown and has been SEC-registered since 2006.
Does Overlook Investments L.P. disclose fund performance?
Overlook Investments L.P. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | Campbell Corporate Services Limited, the Bank of, Floor 4, Willow House, Cricket Square, Georgetown |
| Phone | 345-949-2648 |
| Fax | 345-949-8613 |
| Office hours | 0900-1700 |
| SEC region | HQ |
| CIK | 1350706 |
| Discloses disciplinary history | No |
Regulatory AUM
$8.09B▲ 19%
Mar '25Form ADV, monthlyJul '26
How this firm compares
Regulatory AUMTop 10%
Larger than 90% of 16,306 advisers
AUM vs fund managersTop 16%
Larger than 84% of 6,030 private-fund managers
Number of fundsTop 63%
More funds than 37% of fund managers
EmployeesTop 32%
More than 68% of 16,824 advisers
Assets under management
$8.09Bregulatory AUM
Discretionary $8.09B
Service providers
Auditor