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Overlook Investments Limited

● SEC registered since 2006CRD 137926SEC# 801-65982Hong Kong
Export (members)
Reg. AUM
$6.8B
Employees
13
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 $6.8 billion in regulatory assets under management and employs 13 people.

Overlook Investments Limited owners & executives

12 reported
NameTitleOwnershipSince
Alan Hugh Morgan ControlChief Operating Officer, Chief Compliance Officer, And DirectorUnder 5%2018
Hung Piu William Leung ControlPartner And DirectorUnder 5%2019
James St. John Squire ControlChief Investment Officer And DirectorUnder 5%2012
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Frequently asked questions

How much does Overlook Investments Limited manage?

Overlook Investments Limited reports $6.8 billion in regulatory assets under management on its Form ADV.

How many employees does Overlook Investments Limited have?

Overlook Investments Limited reports 13 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

Address22/F Ruttonjee House, 11 Duddell Street, Central, Hong Kong
Phone852-2912-0805
Fax852-2521-2227
Office hours0900-1730
SEC regionHQ
CIK1569763
Discloses disciplinary historyNo

Assets under management

Discretionary$6.8B
Non-discretionary$0
Total (RAUM)$6.8B