Overlook Investments

Hedge Fund SEC-registered adviser

Legal name: Overlook Investments L.P.

Georgetown, Cayman Islands Website LinkedIn

AUM

$8.1B
Regulatory AUM

Private funds

2
Hedge Fund 2

Private fund assets

$8.1B
Gross asset value

Employees

14

Last Form D raise

Apr 2026
Most recent fund filing

From SEC Form ADV filing (filed Mar 25, 2026). View on SEC

People(6)

Owners and executive officers named on the firm's SEC Form ADV.

A
Alan Morgan
Chief Operating Officer, Chief Compliance Officer and Director of General Partner
Source: SEC Form ADV
D
Dee Lawrence
Trustee, Richard Hurd Lawrence, Jr. Separate Property Trust U/T/A Dtd June 13, 2002
Source: SEC Form ADV
J
James Squire
Chief Investment Officer and Director of General Partner
Source: SEC Form ADV
J
Jr Lawrence
Trustee, Richard Hurd Lawrence, Jr. Separate Property Trust U/T/A Dtd June 13, 2002
Source: SEC Form ADV
L
Leon Ie Foong
Chief Executive Officer and Director of General Partner
Source: SEC Form ADV
P
Philip Lawrence
Trustee, the Lawrence 2009 Exempt Family Trust
Source: SEC Form ADV

Funds(2)

Private funds reported on Form ADV, with amounts raised from the funds' SEC Form D filings.

FundTypeGross assetsRaised (Form D)InvestorsLast Form DRecency
Overlook 3g Investments L.P.Hedge Fund$286.4M$400.1M259Apr 2026Warm
The Overlook Partners Fund L.P.Hedge Fund$7.8B———

Board seats

Companies whose SEC Form D filings name one of this firm's people as a director, matched by name and office ZIP code.

No board seats matched from SEC filings yet.

Regulatory identifiers

CRD number
137931
SEC file number
801-65983
CIK
1350706

Sources