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Overbrook Management Corp.
Overbrook Management Corporation is a privately-owned, SEC-registered investment adviser headquartered in New York, NY. Originally founded in 1946 as a single family office for the Altschul family, it has since expanded to offer multi-family office services, providing tailored asset management and advisory solutions to high-net-worth individuals, families, and institutional investors. Overbrook is known for its tradition of stewardship and wealth preservation across generations, with a dedicated in-house investment research team. The firm now serves clients beyond the original family, still overseen by the Altschul family. Overbrook employs an estimated 11-50 employees and is focused on managing the investments and financial well-being of their clients.
Investment Strategy
Overbrook’s investment strategy centers on wealth preservation and long-term capital appreciation for clients. The firm builds diversified portfolios tailored to individual client objectives, combining traditional public equity investments with select private and alternative strategies. Overbrook focuses on identifying companies with strong, sustainable competitive advantages—such as high returns on capital, experienced management teams, and the ability to grow with minimal capital requirements—often benefiting from long-term trends or unique industry structures. Its disciplined approach emphasizes risk management, manager selection, and alignment of interests by investing in the same strategies as its clients.
Latest 13F Filing Activity
Overbrook Management Corp. filed their most recent 13F report on Sep 30, 2025 disclosing 45 equity positions with a total 13F market value of $556M. The fund increased holdings in Alphabet Inc., Booking Holdings Inc., Eli Lilly & Co. among other positions. Overbrook Management Corp. reduced exposure to Progressive Corp., SPDR Gold TR, Crowdstrike HLDGS Inc. among others.
Top Holdings
Equity Positions (45)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
N NVDA | NVIDIA CORPORATION | 10.68% | $59.4M | 318,205 | $63.46 | $186.58 | +$6.3M |
M MSFT | MICROSOFT CORP | 7.93% | $44.1M | 85,151 | $231.50 | $517.95 | +$1.0M |
G GOOG | ALPHABET INC | 7.48% | $41.6M | 170,836 | $76.02 | $243.55 | +$13.3M |
M META | META PLATFORMS INC | 6.44% | $35.8M | 48,732 | $580.67 | $734.38 | +$1.1M |
A AVGO | BROADCOM INC | 5.89% | $32.7M | 99,240 | $164.06 | $329.91 | +$3.3M |
Industry Allocation
Investment Team (1)
| Name | Role | Location | |
|---|---|---|---|
 | Equity Research Associate | New York, NY , United States |
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