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OCIO / Wealth RIA SEC Form ADV 7.B Roadshow Hub: New York, NY HQ: New York, NY

Overbrook Management

$0.8B Total AUM · Institutional LP profile covering 18 historical fund disclosure records ($79.8M parsed USD across disclosed rows) across disclosed strategy exposure in Buyout, Real Estate, Infrastructure, Growth Equity, Private Credit (investment geography mandates are evaluated separately from LP headquarters). 5 complete primary source trails are open below without registration.

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Disclosed Records
18
5 Open Source Trails Below
Sum of Disclosed Rows
$79.8M
Total AUM: $0.8B
Median Disclosed Amount
$4.2M
Range: $2.5M – $7.5M
Disclosed Fund Multiples
IRR / TVPI Not Disclosed (0/18)
2 Gatekeepers · 5 Disclosed Strategies
SEC Form ADV Section 7.B Disclosure Note: Form ADV Schedule D Section 7.B.(1) lists private funds advised or managed by the registered investment adviser (reporting gross asset value) rather than necessarily direct proprietary balance-sheet LP commitments, and Form ADV does not disclose fund-level Net IRR, TVPI, or DPI.

Historical Fund Disclosures — Overbrook Management

5 Open Source Trails (No Registration)

Showing 5 open preview records out of 18 total tracked records (+13 gated pilot rows). Click Inspect Source on any row to view field-level substantiation, table headers/units, and archived page excerpts without login.

Disclosed Fund / Vehicle Strategy Fund Vintage Advised Vehicle GAV Disclosed Performance Primary Source Trail
Eureka Growth Capital IIIAdviser 7.B Vehicle Growth Equity 2025
$4.8M
Adviser-managed fund GAV · As of December 2025
 Active 2025–2026 Drawdown · J-Curve / Initial Deployment Period Inspect Source · SEC Form ADV 7.B
Raith Real Estate Fund IV LPAdviser 7.B Vehicle Real Estate 2025
$4.5M
Adviser-managed fund GAV · As of December 2025
 Active 2025–2026 Drawdown · J-Curve / Initial Deployment Period Inspect Source · SEC Form ADV 7.B
Asana Partners Fund I, LPAdviser 7.B Vehicle Real Estate 2025
$3.5M
Adviser-managed fund GAV · As of December 2025
 Active 2025–2026 Drawdown · J-Curve / Initial Deployment Period Inspect Source · SEC Form ADV 7.B
CVC Strategic Opportunities Fund IIAdviser 7.B Vehicle Buyout 2024
$4.5M
Adviser-managed fund GAV · As of December 2025
 Adviser 7.B Vehicle Disclosed · Multiples Not Disclosed on Schedule Inspect Source · SEC Form ADV 7.B
Strategic Partners Infrastructure III LPAdviser 7.B Vehicle Infrastructure 2024
$4.2M
Adviser-managed fund GAV · As of December 2025
 Adviser 7.B Vehicle Disclosed · Multiples Not Disclosed on Schedule Inspect Source · SEC Form ADV 7.B

Forward-Looking Searches, Pacing Plans & Governance Updates — Overbrook Management

Tracked separately from historical commitments: active RFPs/searches, board pacing plans, leadership/CIO updates, and retained gatekeeper consultants.

Allocation-Policy / Pacing Update

Overbrook Management (OCIO / Wealth RIA, $0.8B AUM): Disclosed FY2025-2026 Private Markets Pacing & Allocation Update (PE Target 17.0% vs. 15.2% Actual; $13.7M Unallocated Target Bandwidth). SEC Form ADV (801-60790, CRD #117884) verified $0.76B discretionary AUM (Item 7.B Schedule D Private Feeder Funds); active 2026 allocations across Fund I-IV Buyout, Growth/VC & Private Credit ($2M-$10M checks). Gatekeeper / Intake Conduit: Internal Investment Office.

Forward-looking board pacing or target-allocation policy update · Recorded 2025-01-16

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Pacing & Allocation Policy Pilot Gated

Board-Approved Pacing Plans, Active RFPs & Target-vs-Actual Allocation Gap

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Gatekeeper Consultants (2) Pilot Gated

Retained Private Markets Advisors & Emerging-Manager Search Conduits

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Investment Team Contacts (4) Pilot Gated

CIO, Private Markets Officers & Official Pitch Intake Guidance

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Shared-Fund Co-Investor Overlap & Potential Introduction Paths — Overbrook Management

650 Shared-Fund Co-LPs

Institutions disclosing the same resolved underlying fund vehicles as Overbrook Management (17 shared vehicles tracked; showing top 3 bilateral overlaps).

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1. Shared Fund Exposure: Documented for both LPs
2. LPAC Seat Overlap: Not disclosed in filings
3. Personal Relationship: Unknown (customer-supplied)
4. Intro Willingness: Unconfirmed potential path
#1 Shared-Fund Peer 6 Shared Vehicles

Chicopee Clairmont Caldwell Permanent Endowment & Fiduciary Trust

Institutional Trust Massachusetts / New England
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
Bridgepoint Europe VII (2024 Vintage)
Overbrook Management: $4.2M · SEC Form ADV 7.B
Chicopee Clairmont Caldwell Permanent Endowment & Fiduciary Trust: $17.0M · IRS Form 990 Sched D

Additional shared vehicles: Revelstoke Capital Partners Fund III (2022 Vintage) · Reverence Capital Partners III (2021 Vintage)

Potential introduction path · LPAC unconfirmed View LP Profile →
#2 Shared-Fund Peer 5 Shared Vehicles

Barataria Golden Valley Remington Institutional Outsourced CIO & Wealth Advisory

OCIO / Wealth RIA Southeast (NC / GA / TN / SC / AL / KY / LA)
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
Revelstoke Capital Partners Fund III (2022 Vintage)
Overbrook Management: $4.8M · SEC Form ADV 7.B
Barataria Golden Valley Remington Institutional Outsourced CIO & Wealth Advisory: $37.0M · SEC Form ADV 7.B

Additional shared vehicles: Reverence Capital Partners III (2021 Vintage) · Reverence Capital Partners Opportunities Fund V (2021 Vintage)

Potential introduction path · LPAC unconfirmed View LP Profile →
#3 Shared-Fund Peer 5 Shared Vehicles

Croton Currituck Northrop Mutual & Casualty Insurance General Account

Insurance Company Croton-on-Hudson, NY
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
Reverence Capital Partners III (2021 Vintage)
Overbrook Management: $5.5M · SEC Form ADV 7.B
Croton Currituck Northrop Mutual & Casualty Insurance General Account: $37.5M · Allocator Webpage (Unanchored URL)

Additional shared vehicles: Revelstoke Capital Partners Fund III (2022 Vintage) · Reverence Capital Partners Opportunities Fund V (2021 Vintage)

Potential introduction path · LPAC unconfirmed View LP Profile →

+647 Additional Institutional LPs Report Shared Vehicles with Overbrook Management

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Pre-Launch Pilot Mode · Early-Access Waitlist

Request Pilot Access to Full Workspace Data for Overbrook Management

You are viewing 5 open public preview records (out of 18 total tracked records for Overbrook Management) with zero-registration primary source trails. Join the early-access waitlist to request pilot access:

  • All 18 tracked historical disclosure records (+13 gated rows) & field-level provenance
  • Bilateral Shared-Fund Co-Investor Graph (650 connected LPs)
  • Separated active searches, RFPs, approved FY2026 pacing plans & CIO governance updates
  • Retained gatekeeper consultants (2), investment contacts (4) & CRM export

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Strategies Disclosed by Overbrook Management

Buyout LPs →Real Estate LPs →Infrastructure LPs →Growth Equity LPs →Private Credit LPs →

Frequently Asked Questions: Overbrook Management

What type of institutional allocator is Overbrook Management and what is their typical disclosed ticket size?

Overbrook Management is categorized under OCIO / Wealth RIA (Regional Roadshow Hub: New York, NY; Headquarters: New York, NY). Across 18 historical disclosure records tracked on Prilago ($79.8M total parsed USD across disclosed rows), the median disclosed amount is $4.2M (range: $2.5M to $7.5M).

Which private-market strategies appear in Overbrook Management's public disclosures?

Overbrook Management has disclosed records across Buyout, Real Estate, Infrastructure, Growth Equity, Private Credit. Open preview records include Eureka Growth Capital III (2025 Vintage), Raith Real Estate Fund IV LP (2025 Vintage), Asana Partners Fund I, LP (2025 Vintage), CVC Strategic Opportunities Fund II (2024 Vintage).

How are Overbrook Management's historical records substantiated and separated from active searches on Prilago?

Records for Overbrook Management cite primary public disclosures (SEC Form ADV 7.B), and visitors can inspect 5 open source trails on this profile without registration. Each source trail displays field-level substantiation status, distinguishing exact commitment schedules from carrying-value or fee tables. Forward-looking active searches, RFPs, pacing plans, and governance updates are separated from historical disclosures.

How can General Partners request pilot access to Overbrook Management's full commitment history and contacts?

General Partners can join the early-access waitlist on https://prilago.com/lp/overbrook-management or test fund suitability in the interactive read-only demo at https://prilago.com/demo.

Which institutional LPs report shared underlying fund vehicles alongside Overbrook Management?

In Prilago's bilateral commitment graph, Overbrook Management shares resolved underlying fund vehicles with 650 institutional LPs across 17 shared vehicles (shared fund exposure represents a potential introduction path and does not prove LPAC seat overlap or personal acquaintance). Top shared-fund peers include Chicopee Clairmont Caldwell Permanent Endowment & Fiduciary Trust (6 shared vehicles, e.g. Bridgepoint Europe VII (2024 Vintage)), Barataria Golden Valley Remington Institutional Outsourced CIO & Wealth Advisory (5 shared vehicles, e.g. Revelstoke Capital Partners Fund III (2022 Vintage)), Croton Currituck Northrop Mutual & Casualty Insurance General Account (5 shared vehicles, e.g. Reverence Capital Partners III (2021 Vintage)).

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