Overlook Investments L.P.
- Regulatory AUM
- $8.1B
- Discretionary
- $8.1B
- Clients
- 2
- Avg AUM / client
- $4.0B
- Accounts
- 2
- Employees
- 14
AUM over time
Annual snapshots from Form ADV filings · as of Mar 25, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Pooled investment vehicles (non-investment companies) | 2 | $8.1B | 100.0% |
Private funds (2)
Reported in Form ADV Section 7.B.(1), filing of Mar 2024 · $6.3B combined gross assets
| Fund | Type | Domicile | Gross assets | Owners |
|---|---|---|---|---|
| The Overlook Partners Fund L.P. | Hedge Fund | Cayman Islands | $6.0B | 625 |
| Overlook 3 G Investments L.P. | Hedge Fund | Cayman Islands | $292M | 130 |
People (7)
| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Lawrence, Dee, Macleod | Director Of General Partner | Sep 1992 (34y) | Less than 5% | |
| Lawrence, Jr., Richard, Hurd | Trustee, Richard Hurd Lawrence, Jr. Separate Property Trust U/T/A Dtd June 13, 2002 | Jun 2002 (24y) | Less than 5% | |
| Philip S. Lawrence | Trustee, The Lawrence 2009 Exempt Family Trust | Jun 2009 (17y) | Less than 5% | |
| Squire, James, St. John | Chief Investment Officer | Jan 2012 (15y) | 25% – 50% | |
| Foong, Leon Ie | Partner | Dec 2017 (9y) | 10% – 25% | |
| Morgan, Alan, Hugh | Chief Operating Officer And Chief Compliance Officer | Mar 2018 (8y) | Less than 5% | |
| Leung, Hung Piu William | Shareholder | Jan 2021 (6y) | Less than 5% |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Richard Hurd Lawrence, Jr. Separate Property Trust U/T/A Dtd June 13, 2002 | Limited Partner | Jan 2003 | A | 25% – 50% |
| The Lawrence 2009 Exempt Family Trust | Limited Partner | Jun 2009 | A | 10% – 25% |
| Yield Success Management Limited | Shareholder | Dec 2019 | A | 10% – 25% |
| Overlook Investments (Bvi) Limited | General Partner | Dec 1995 | A | Less than 5% |
| The Richard Hurd Lawrence, Jr. Separate Property Trust U/T/A Dated June 13, 2002 | Shareholder | Aug 2019 | B | ≈ 0% – 2.5% via Levees Unlimited, Llc |
| Overlook Holdings Limited | Shareholder | Jan 2012 | B | ≈ 0% – 5% via Overlook Investments (Bvi) Limited |
| Levees Unlimited, Llc | Shareholder | Aug 2019 | B | ≈ 0% – 2.5% via Overlook Holdings Limited |
Undisclosed: 0% – 20% of the firm is not attributable from the filed Schedule A bands.
Estimated effective ownership (look-through of filed bands):
- The Richard Hurd Lawrence, Jr. Separate Property Trust U/T/A Dated June 13, 2002: 75% – 100% of Levees Unlimited, Llc × 25% – 50% of Overlook Holdings Limited × 75% – 100% of Overlook Investments (Bvi) Limited × 0% – 5% direct ≈ 0% – 2.5% of the firm
- Overlook Holdings Limited: 75% – 100% of Overlook Investments (Bvi) Limited × 0% – 5% direct ≈ 0% – 5% of the firm
- Levees Unlimited, Llc: 25% – 50% of Overlook Holdings Limited × 75% – 100% of Overlook Investments (Bvi) Limited × 0% – 5% direct ≈ 0% – 2.5% of the firm
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Private funds (2, $6.3B gross assets)
| Fund | Type | Gross assets | Min. investment | Owners |
|---|---|---|---|---|
| The Overlook Partners Fund L.P. | Hedge Fund | $6.0B | $1.0M | 625 |
| Overlook 3 G Investments L.P. | Hedge Fund | $292M | $1.0M | 130 |
From Form ADV Section 7.B private fund reporting.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/25/2026 | 1.35 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Performance-based fees
Services
- • Portfolio management for pooled investment vehicles
Custody
Firm reports it does not have custody of client funds or securities (Item 9.A).
No custodian data reported or mined yet.
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 25, 2026.
View current Form ADV (SEC/IAPD) ↗