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| Overlook Investments LP
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|---|---|
| CRD # | 137931 |
| SEC # | 801-65983 |
| CIK # | 0001569763, 0001350706 |
| AUM | 8,092.8 M (2026-03-25) |
| Employees | 14 (64% Investors, 0% Brokers) |
| Phone | 345-949-2648 |
| Address | Campbell Corporate Services Limited, The Bank of Georgetown, Cayman Islands |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($B) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Tencent Music Entertainment Group | 278.0 | ||
| Holdings by Sector ($M) |
|---|
| Type | Form D Funds | Date | Sold | AUM |
|---|---|---|---|---|
| HF | Overlook 3G Investments LP | [2016-03-30] | 286.4 M | |
| Filed 2025-04-11 (D/A) · Exemption 3(c)(7), 3(c) · Minimum $1,000,000 · Remaining Indefinite · Duration More than one year · Net Assets Decline to Disclose | ||||
| HF | The Overlook Partners Fund LP | 2012-03-29 | 7,839.8 M | |
| AUM Breakdown | Accounts | AUM ($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 | 8.1 |
| (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 | 8.1 |
| By Discretionary | ||
| Discretionary | 2 | 8.1 |
| Non-Discretionary | 0 | 0.0 |
| Total | 2 | 8.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 8.1 | |
| United States Persons | 0.0 | |
| Total | 2 | 8.1 |
| Form D Directors | Role | # Filings | # Firms | 2011 - 2026 |
|---|---|---|---|---|
| Michael Lonergan | Director | 7 | 2 | |
| Dee McLeod Lawrence | Director | 2 | 2 | |
| Overlook Investments BVI Limited | Executive Officer | 2 | 2 | |
| Alan Morgan | Executive Officer | 2 | 2 | |
| James Squire | Executive Officer | 2 | 2 | |
| Investments LP Overlook | Executive Officer | 2 | 2 | |
| Overlook Investments LP | Executive Officer | 2 | 2 | |
| Richard Lawrence Jr | Director | 2 | 2 | |
| Leonie Foong | Executive Officer | 1 | 1 | |
| William Leung | Executive Officer | 1 | 1 | |
| BVI Limited Overlook Investments | Executive Officer | 1 | 1 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001350706] | |
| 13F-NT | [0001350706] | |
| 13F-NT | [0001569763] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $3.4B |
| Serves | Institutional |
| Fund Types | Hedge Fund |
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|---|---|---|
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|
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NY | 8,151.9 M |
|
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8,092.8 M | |
|
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CA | 8,008.2 M |
|
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7,959.6 M | |
|
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CT | 7,922.4 M |
|
Kensico Capital Management Corp
✚
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CT | 7,876.6 M |