Overbrook Management

Independent SEC-registered investment advisory firm providing asset management and related services to institutional investors and high net worth individuals.

Why Overbrook?

• We seek to preserve and protect wealth across family generations by complementing a portfolio of public equities with private investments. This provides diversification, cash flow and the ability to offset market volatility.
• For over twenty years Overbrook has been providing investment advice as a registered investment advisor, however, our roots grow deeper starting in 1946 as a single family office.
• Overbrook has a wealth of experience with alternative investments and hard-to-find researches managers implementing highly non-traditional investment strategies.
• We are aligned with our clients, always investing in the same strategies as our clients.

Overbrook Management Corporation is a wealth advisory firm whose sole mission for more than 75 years has been to manage the investments and financial-related needs of our clients.

Overbrook is differentiated by our experienced, in-house investment research team which organizes and executes actionable investment ideas. Our investment team constructs portfolios of single-name securities that are tailored to individual client’s needs. The governing investment philosophy is focused on identifying companies with strong, sustainable competitive advantages and benefits from long-term secular trends or unique industry structures. Evidence of companies with these characteristics may be found in their high, returns on capital, tenured management teams, ability to grow with limited capital requirements, scale through market share gains, operational efficiencies, economies of scope or scale, among other criteria.

We stand for the principles that our clients come first and that the highest and best use of our intellectual capital, experience and expertise is directed to meeting our clients' needs.

Contact Us

280 Park Avenue
Suite 2402 West
New York, NY 10017