Overlook Investments Limited is an adviser based in Hong Kong. It manages $4.73 billion of regulatory assets for 2 client accounts. It has been registered with the SEC as an adviser since 2006.
Overlook Investments Limited provides portfolio management for businesses and institutional clients. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Overlook Investments Limited is $4.73 billion, all of which is managed in discretionary accounts. The firm's AUM has grown by 1012% since the beginning of its operation, and $4.73 billion of the total AUM is attributable to clients outside of the United States.
The advisory firm has a single stream of revenue. Clients pay Overlook Investments Limited for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The only and largest group of clients of Jr. Richard Hurd Lawrence is pooled investment vehicles with 2 clients and $4.73 billion of assets under management. Among the 13 most similar advisory firms, Overlook Investments Limited has the 4th highest percentage of pooled investment vehicles out of all clients.
The amount of regulatory assets under management is $4.73 billion for 2 clients. 100% of the firm’s clients are foreign persons or businesses.
Overlook Investments Limited also advises several private funds.
The company employs 12 people that are either part- or full-time employees. 67 percent of the employees work as investment advisers or researchers. No employees are registered as investment adviser representatives with the state securities authorities.
There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.
Jr. Richard Hurd Lawrence has been acting as President since 1 Dec 1991. James St. John Squire has served as the Chief Investment Officer since 1 Jan 2012. Alan Morgan joined the executive team most recently as the Chief Operating Officer.
The principal office where Overlook Investments Limited performs its advisory services is located at 22/F Ruttonjee House, Hong Kong, , which is also the mailing address of the firm. The firm also has an office outside of the United States.
You can reach the main office by calling the phone number 852-2912-0805 or by fax 852-2521-2227. The normal business hours are 0900-1730 on Monday - Friday. You can find more information about the New York firm at overlookinv.com.