Overlook Investments Limited
● SEC registered since 2006CRD 137926SEC# 801-65982Hong Kong
Reg. AUM
$8.09B
Employees
14
Accounts
2
Location
Hong Kong
Overlook Investments Limited assets under management
Overlook Investments Limited operates as an SEC-registered investment adviser based in Hong Kong. The firm has been registered since 2006. It reports $8.1 billion in regulatory assets under management and employs 14 people.
Overlook Investments Limited owners & executives
11 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Alan Hugh Morgan Control | Chief Operating Officer, Chief Compliance Officer And Director Of General Partner | Under 5% | 2018 |
| James St. John Squire Control | Chief Investment Officer And Director Of General Partner | Under 5% | 2012 |
| Jr Richard Hurd Lawrence Control | Chairman And Director | Under 5% | 1991 |
See all 11 owners & executives — unlock the full record.
Join to unlock · $37/moFrequently asked questions
How much does Overlook Investments Limited manage?
Overlook Investments Limited reports $8.1 billion in regulatory assets under management on its Form ADV.
How many employees does Overlook Investments Limited have?
Overlook Investments Limited reports 14 employees.
Where is Overlook Investments Limited located?
Overlook Investments Limited is based in Hong Kong and has been SEC-registered since 2006.
Does Overlook Investments Limited disclose fund performance?
Overlook Investments Limited is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 22/F Ruttonjee House, 11 Duddell Street, Central, Hong Kong |
| Phone | 852-2912-0805 |
| Fax | 852-2521-2227 |
| Office hours | 0900-1730 |
| SEC region | HQ |
| CIK | 1569763 |
| Discloses disciplinary history | No |
Regulatory AUM
$8.09B▲ 19%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 10%
Larger than 90% of 16,271 advisers
EmployeesTop 32%
More than 68% of 16,825 advisers
Assets under management
$8.09Bregulatory AUM
Discretionary $8.09B