OVERBROOK MANAGEMENT CORPORATION

CRD 117884 · SEC 801-60790

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280 PARK AVENUE, SUITE 2402W, NEW YORK, NY, 10017, United States

Phone

212-661-8710

Fax

646-365-8588

Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$1.12B

Discretionary AUM

$762.6M

Team

17 total employees; 7 advisory reps

Clients

Fees

Percentage of AUM; Fixed fees; Performance-based fees

Org form

Corporation

Filing date

2026-04-08

Disciplinary history

Services

Financial planningPortfolio management (individuals)Portfolio management (pooled vehicles)Portfolio management (institutions)Selection of other advisers

Client types

Type	Clients	AUM
High net worth individuals	105	$584.9M
Pooled investment vehicles	3	$195.1M
Charitable organizations	9	$287.3M

States served

CA, DC, ME, NY, CT, FL

All web addresses on file

https://www.linkedin.com/company/overbrook-management-corporation/about/
HTTPS://WWW.OVERBROOK.COM/

Official SEC filing: View on IAPD