Overlook Investments LP

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Assets, Funds, Holdings

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Overlook Investments LP
CRD #137931
SEC #801-65983
CIK #0001569763, 0001350706
AUM $6.8 B (2025-03-28)
Employees 13 (69% Investors, 0% Brokers)
Phone345-949-2648
AddressCampbell Corporate Services Limited, The Bank of
Georgetown, Cayman Islands
Source [IAPD] [EDGAR] [Website] [LinkedIn]
Total AUM ($B)
10.08.06.04.02.00.02004201120182026
Type Form D Funds Date Sold ($M) AUM ($M)
HF Overlook 3G Investments LP [2016-03-30] 0.0 324.7
HF The Overlook Partners Fund LP 2012-03-29 6,475.4
AUM Breakdown Accounts AUM ($B)
By Client Type
(a) Individuals (other than high net worth individuals) 0 0.0
(b) Individuals (high net worth individuals) 0 0.0
(c) Banking or thrift institutions 0 0.0
(d) Investment companies 0 0.0
(e) Business development companies 0 0.0
(f) Pooled investment vehicles 2 6.8
(g) Pension and profit sharing plans 0 0.0
(h) Charitable organizations 0 0.0
(i) State or municipal government entities 0 0.0
(j) Other investment advisers 0 0.0
(k) Insurance companies 0 0.0
(l) Sovereign wealth funds and foreign official institutions 0 0.0
(m) Corporations or other businesses not listed above 0 0.0
(n) Other 0 0.0
Total 2 6.8
By Discretionary
Discretionary 2 6.8
Non-Discretionary 0 0.0
Total 2 6.8
By Non-United States Persons
Non-United States Persons 6.8
United States Persons 0.0
Total 2 6.8
Form D Directors # Filings # Firms 2011 - 2025
Michael Lonergan 7
Dee McLeod Lawrence 2
Overlook Investments BVI Limited 2
Alan Morgan 2
James Squire 2
Investments LP Overlook 2
Overlook Investments LP 2
Richard Lawrence Jr 2
Leonie Foong 1
William Leung 1
BVI Limited Overlook Investments 1
EDGAR Form CIK 2011 - 2025
13F-NT [0001350706]
13F-NT [0001569763]
Comparable Firms State AUM ($B)
Platinum Investment Management Limited
7.1
Contour Asset Management LLC
NY 6.9
Neuberger Berman Asia Limited
6.9
Overlook Investments Limited
6.8
ITAU USA Asset Management Inc
NY 6.7
Castle Hook Partners LP
NY 6.6
Dorsal Capital Management LP
CA 6.6
Napier Park Global Capital Ltd
6.6
Southpoint Capital Advisors LP
NY 6.5
Blackstone Alternative Investment Advisors LLC
NY 6.5
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