OVERLOOK INVESTMENTS L.P.
CRD #137931 SEC #801-65983 GEORGETOWN 345-949-2648
SEC Registered Private Funds
Total AUM
$6.8B
Discretionary
$6.8B
Employees
13
Clients
--
Accounts
2
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $6.8B | $6.8B | $0 | 13 | 0 |
| Mar 2024 | $6.3B | $6.3B | $0 | 0 | 0 |
| May 2023 | $6B | $6B | $0 | 0 | 0 |
| Mar 2023 | $6B | $6B | $0 | 0 | 0 |
| Mar 2022 | $7.2B | $7.2B | $0 | 0 | 0 |
| May 2021 | $7.6B | $7.6B | $0 | 0 | 0 |
| Mar 2021 | $7.6B | $7.6B | $0 | 0 | 0 |
| Mar 2020 | $6.1B | $6.1B | $0 | 0 | 0 |
| Mar 2019 | $4.7B | $4.7B | $0 | 1 | 0 |
| Jun 2018 | $6.1B | $6.1B | $0 | 1 | 0 |
| Mar 2018 | $6.1B | $6.1B | $0 | 1 | 0 |
| Mar 2017 | $4.6B | $4.6B | $0 | 1 | 1 |
| Mar 2016 | $3.7B | $3.7B | $0 | 1 | 1 |
| Mar 2016 | $3.7B | $3.7B | $0 | 1 | 1 |
| Mar 2015 | $3.7B | $3.7B | $0 | 1 | 1 |
| May 2014 | $3.4B | $3.4B | $0 | 1 | 1 |
| Mar 2014 | $3.4B | $3.4B | $0 | 1 | 1 |
| Mar 2013 | $2.7B | $2.7B | $0 | 1 | 1 |
| Mar 2012 | $1.9B | $1.9B | $0 | 1 | 1 |
| Jun 2011 | $1.8B | $1.8B | $0 | 5 | -- |
| Mar 2011 | $1.8B | $1.8B | $0 | 5 | -- |
| Jun 2009 | $580M | $580M | $0 | 5 | -- |
| Feb 2009 | $580M | $580M | $0 | 5 | -- |
| Mar 2008 | $820M | $820M | $0 | 5 | -- |
| Mar 2007 | $650M | $650M | $0 | 5 | -- |
| Feb 2006 | $425M | $425M | $0 | 5 | -- |
| Jan 2006 | $425M | $425M | $0 | 5 | -- |
DateMar 2025
Total AUM$6.8B
Discretionary$6.8B
Non-Disc.$0
Employees13
Clients0
DateMar 2024
Total AUM$6.3B
Discretionary$6.3B
Non-Disc.$0
Employees0
Clients0
DateMay 2023
Total AUM$6B
Discretionary$6B
Non-Disc.$0
Employees0
Clients0
DateMar 2023
Total AUM$6B
Discretionary$6B
Non-Disc.$0
Employees0
Clients0
DateMar 2022
Total AUM$7.2B
Discretionary$7.2B
Non-Disc.$0
Employees0
Clients0
DateMay 2021
Total AUM$7.6B
Discretionary$7.6B
Non-Disc.$0
Employees0
Clients0
DateMar 2021
Total AUM$7.6B
Discretionary$7.6B
Non-Disc.$0
Employees0
Clients0
DateMar 2020
Total AUM$6.1B
Discretionary$6.1B
Non-Disc.$0
Employees0
Clients0
DateMar 2019
Total AUM$4.7B
Discretionary$4.7B
Non-Disc.$0
Employees1
Clients0
DateJun 2018
Total AUM$6.1B
Discretionary$6.1B
Non-Disc.$0
Employees1
Clients0
DateMar 2018
Total AUM$6.1B
Discretionary$6.1B
Non-Disc.$0
Employees1
Clients0
DateMar 2017
Total AUM$4.6B
Discretionary$4.6B
Non-Disc.$0
Employees1
Clients1
DateMar 2016
Total AUM$3.7B
Discretionary$3.7B
Non-Disc.$0
Employees1
Clients1
DateMar 2016
Total AUM$3.7B
Discretionary$3.7B
Non-Disc.$0
Employees1
Clients1
DateMar 2015
Total AUM$3.7B
Discretionary$3.7B
Non-Disc.$0
Employees1
Clients1
DateMay 2014
Total AUM$3.4B
Discretionary$3.4B
Non-Disc.$0
Employees1
Clients1
DateMar 2014
Total AUM$3.4B
Discretionary$3.4B
Non-Disc.$0
Employees1
Clients1
DateMar 2013
Total AUM$2.7B
Discretionary$2.7B
Non-Disc.$0
Employees1
Clients1
DateMar 2012
Total AUM$1.9B
Discretionary$1.9B
Non-Disc.$0
Employees1
Clients1
DateJun 2011
Total AUM$1.8B
Discretionary$1.8B
Non-Disc.$0
Employees5
Clients--
DateMar 2011
Total AUM$1.8B
Discretionary$1.8B
Non-Disc.$0
Employees5
Clients--
DateJun 2009
Total AUM$580M
Discretionary$580M
Non-Disc.$0
Employees5
Clients--
DateFeb 2009
Total AUM$580M
Discretionary$580M
Non-Disc.$0
Employees5
Clients--
DateMar 2008
Total AUM$820M
Discretionary$820M
Non-Disc.$0
Employees5
Clients--
DateMar 2007
Total AUM$650M
Discretionary$650M
Non-Disc.$0
Employees5
Clients--
DateFeb 2006
Total AUM$425M
Discretionary$425M
Non-Disc.$0
Employees5
Clients--
DateJan 2006
Total AUM$425M
Discretionary$425M
Non-Disc.$0
Employees5
Clients--