Overbrook Management Corporation
Overview
Overbrook Management Corporation is an independent SEC-registered investment advisory firm that offers asset management and related services to institutional investors and high-net-worth individuals. With over 75 years of experience, the firm specializes in preserving and growing wealth across family generations by complementing portfolios of public equities with private investments, providing diversification, cash flow, and the ability to offset market volatility. Overbrook's in-house investment research team constructs portfolios of single-name securities tailored to individual client needs, focusing on companies with strong, sustainable competitive advantages and benefits from long-term secular trends or unique industry structures. The firm's investment philosophy emphasizes integrity, honesty, and open communication, aiming to establish a shared understanding of their approach to investing with clients. Overbrook is committed to delivering results over long-term investment horizons, aligning with clients by investing in the same strategies as they do.
Investment Focus
- Accredited investor status required
- Long-term investment horizon preferred
- Alignment with Overbrook's investment philosophy and strategies
Portfolio Companies
Reach Overbrook Management Corporation directly
Verified work email, phone and LinkedIn for the full team — one spreadsheet, one payment, yours to keep.
Unlock full contacts →Frequently asked questions about Overbrook Management Corporation
What sectors does Overbrook Management Corporation invest in?
Overbrook Management Corporation invests in Financial Services, Technology, Healthcare, Energy, Consumer Goods and Real Estate, and is based in New York, United States. Overbrook Management Corporation is listed as a private investment firm in the ConnectSafely investor database.
What stage does Overbrook Management Corporation invest at?
Overbrook Management Corporation backs companies at Growth, Late Stage, Pre-IPO, Buyout, Turnaround and Distressed, writing cheques of 1M - 50M.
Which regions does Overbrook Management Corporation invest in?
Overbrook Management Corporation invests across United States, United Kingdom, Canada, Germany, Japan and Australia.
What companies has Overbrook Management Corporation invested in?
Overbrook Management Corporation's portfolio includes Apple, Microsoft, Amazon, Facebook, Johnson & Johnson, ExxonMobil, Procter & Gamble and Visa.
Last updated · Source: ConnectSafely investor database
