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Private equityFirmfund of funds · probablelower middle market

Overbrook Management Corporation

Private Equity

New York, NY

Overbrook Management offers tailored asset management and wealth advisory services, combining traditional and alternative investments for long-term wealth preservation.

This is the graph view. The full profile, with its team, deals and sources, is on Private Equity.Open the full profile →

Search this name across graphsid dfx:pe:bcc9b40a-d78b-412d-b7f3-729400f61767

Data as of Sep 17, 2026 (this record's last observation) from federal regulator filings, firm and issuer disclosures. Page built Sep 20, 2026, 6:20 PM UTC and rebuilt at most every 15 minutes.

Relationships: 25
Dated events: 20
On other graphs: 4
Observed: Sep 13, 2026 to Sep 17, 2026
29 observations

Across DFX

same identity by shared identifier, citation, or a bridge measured by hand

Family Officesidentity

Overbrook Management

Family office · shared crd

Independent Sponsorsidentity

Overbrook Management Corporation

Capital provider to sponsors · shared crd

RIA / Wealth Managementidentity

OVERBROOK MANAGEMENT CORPORATION

Registered adviser · shared crd

Private Creditidentity

OVERBROOK MANAGEMENT CORPORATION

Private credit manager · shared crd

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Funds: 2
PE funds: 2
PE GAV, 2024 filing: $418,391gross asset value on Form ADV; never dry powder
Regulatory AUM: $1.2B
Investments: 0
Active investments: 0
Size band: LOWER MIDDLE MARKETderivedproxy: $0.00bn Private Equity Fund GAV on the Form ADV filed 2024-07-22
Latest ADV filing: Jul 22, 2024
Employees (ADV): 13
Website: overbrook.com

Funds

Fund	Vintage	Lifecycle	ADV type	Form D sold	GAV	LPs
Overbrook Mezzanine Fund, LLC	n/a	Wound down	Private Equity Fund	n/a	$140,165	0
Overbrook Private Equity, LLC	n/a	Harvest	Private Equity Fund	n/a	$418,391	0

Relationships

Employs (19)

→ Arthur Goodhart AltschulPersonChairman And Ceo
Dec 1, 2019 to presentfactForm ADV, The subject's own site
→ Ivy GarrPersonManager of Operations
factThe subject's own site
→ Michael FaccioloPersonController
factThe subject's own site
→ Richard Allen AppelgrenPersonManaging Director
Dec 1, 2010 to presentfactForm ADV, The subject's own site
→ Jacob SeedPersonResearch Associate
factThe subject's own site
→ Wade GoehlePersonVice President
factThe subject's own site
→ Korrine KohmPersonOutsourced Chief Compliance Officer
factThe subject's own site
→ Ryan KanaleyPersonChief Investment Officer
factThe subject's own site
→ Frank SicilianoPersonCfo/Coo/Chief Compliance Officer
Dec 1, 2022 to presentfactForm ADV, The subject's own site
→ Richard Jay ZenkerPersonPresident
Jul 1, 2015 to presentfactForm ADV, The subject's own site
→ Lloyd MoskowitzPersonChief Compliance Officer
Oct 1, 2013 to Dec 13, 2023inferenceForm ADV
→ Brad S RosenbergPersonManaging Director, Director Of Research
Jul 1, 2012 to Mar 3, 2022inferenceForm ADV
→ Andrew Jason GoffePersonCeo, Cio, And Director
Jul 1, 2012 to Dec 13, 2019inferenceForm ADV
→ Jonathan David UrfrigPersonPresident
Dec 1, 2013 to Apr 1, 2015inferenceForm ADV
→ Mary Jean GreccoPersonCfo And Treasurer
Dec 1, 2003 to Dec 11, 2013inferenceForm ADV
→ Robert BrinbergPersonChief Compliance Officer And Chief Operating Officer
May 1, 2013 to Sep 20, 2013inferenceForm ADV
→ Adam Michael LevyPersonVice-President
Dec 1, 2004 to Nov 29, 2012inferenceForm ADV
→ Alan Joel ReefPersonPresident, Ceo & Director
May 1, 2001 to Aug 20, 2012inferenceForm ADV
→ Christine MunnPersonManaging Director
May 1, 2009 to Mar 1, 2024inferenceForm ADV

Manages (2)

→ Overbrook Mezzanine Fund, LLCFundPrivate Equity Fund
Nov 29, 2011 to presentfactForm ADV
→ Overbrook Private Equity, LLCFundPrivate Equity Fund
Nov 29, 2011 to presentfactForm ADV

Dated events

3 bookkeeping events (roster, classification and holdings changes) folded below

Occurred
Mar 1, 2024
Person left
Christine Munn (Managing Director) no longer on Schedule A of Overbrook Management Corporation
Form ADVobserved 6 days ago
Occurred
Dec 13, 2023
Person left
Lloyd Moskowitz (Chief Compliance Officer) no longer on Schedule A of Overbrook Management Corporation
Form ADVobserved 6 days ago
Occurred
Mar 3, 2022
Person left
Brad Steven Rosenberg (Managing Director, Director Of Research) no longer on Schedule A of Overbrook Management Corporation
Form ADVobserved 6 days ago
Occurred
Dec 13, 2019
Person left
Andrew Jason Goffe (Ceo, Cio, And Director) no longer on Schedule A of Overbrook Management Corporation
Form ADVobserved 6 days ago
Occurred
Apr 1, 2015
Person left
Jonathan David Urfrig (President) no longer on Schedule A of Overbrook Management Corporation
Form ADVobserved 6 days ago
Occurred
Dec 11, 2013
Person left
Mary Jean Grecco (Cfo And Treasurer) no longer on Schedule A of Overbrook Management Corporation
Form ADVobserved 6 days ago
Occurred
Dec 1, 2013
Person joined
Jonathan David Urfrig joined Schedule A of Overbrook Management Corporation as President
Form ADVobserved 6 days ago
Occurred
Oct 1, 2013
Person joined
Lloyd Moskowitz joined Schedule A of Overbrook Management Corporation as Chief Compliance Officer
Form ADVobserved 6 days ago
Occurred
Sep 20, 2013
Person left
Robert Brinberg (Chief Compliance Officer And Chief Operating Officer) no longer on Schedule A of Overbrook Management Corporation
Form ADVobserved 6 days ago
Occurred
Sep 1, 2013
Person joined
Frank Siciliano joined Schedule A of Overbrook Management Corporation as Director Of Operations, Vp Of Finance
Form ADVobserved 6 days ago
Occurred
May 1, 2013
Person joined
Robert Brinberg joined Schedule A of Overbrook Management Corporation as Chief Operating Officer
Form ADVobserved 6 days ago
Occurred
Nov 29, 2012
Person left
Adam Michael Levy (Vice-President) no longer on Schedule A of Overbrook Management Corporation
Form ADVobserved 6 days ago
Occurred
Aug 20, 2012
Person left
Alan Joel Reef (President, Ceo & Director) no longer on Schedule A of Overbrook Management Corporation
Form ADVobserved 6 days ago
Occurred
Jul 1, 2012
Person joined
Arthur Goodhart Altschul joined Schedule A of Overbrook Management Corporation as Chairman And Director
Form ADVobserved 6 days ago
Occurred
Jul 1, 2012
Person joined
Andrew Jason Goffe joined Schedule A of Overbrook Management Corporation as President, Ceo, Cio And Director
Form ADVobserved 6 days ago
Occurred
Jul 1, 2012
Person joined
Brad S Rosenberg joined Schedule A of Overbrook Management Corporation as Managing Director, Director Of Research
Form ADVobserved 6 days ago
Occurred
Nov 29, 2011
Adviser first adv filing
Overbrook Management Corporation first filed Form ADV in the extract (IA)
Form ADVobserved 6 days ago

Show 3 bookkeeping events

Occurred
Mar 3, 2022
Fund 805-5881340583 no longer reported on Form ADV by Overbrook Management Corporation
Occurred
Nov 29, 2011
Overbrook Mezzanine Fund, LLC first reported on Form ADV by Overbrook Management Corporation (Private Equity Fund), GAV $2,637,701
Occurred
Nov 29, 2011
Overbrook Private Equity, LLC first reported on Form ADV by Overbrook Management Corporation (Private Equity Fund), GAV $6,573,642

Who to call

the organisation, the role and the published line, with the filing or website that published it; revealed to signed-in accounts

The firm's published line

Revealable: 1 business phone (Form ADV), 1 office address (Form ADV), 1 website (Form ADV), 1 work email (firm website) · as of 2026-09-17

Also named here, with no published line of their own (reach them through the firm): Arthur Goodhart Altschul (Chairman And Ceo), Ivy Garr (Manager of Operations), Michael Facciolo (Controller), Richard Allen Appelgren (Managing Director), Jacob Seed (Research Associate), Wade Goehle (Vice President), Korrine Kohm (Outsourced Chief Compliance Officer), Ryan Kanaley (Chief Investment Officer), Frank Siciliano (Cfo/Coo/Chief Compliance Officer), Richard Jay Zenker (President).

Who to call is the organisation, the person's role and the line they published themselves: a business phone, office address, website or profile link from Form ADV, Form 13F or their own website, with that source named on every value. The counts above are what a reveal returns; a personal email is rarely published, so most reveals are the firm's line. Never data bought from a provider, never anything personal. Reveals by plan

Provenance

Graph: Private Equity
Canonical id: dfx:pe:bcc9b40a-d78b-412d-b7f3-729400f61767
First observed: Sep 13, 2026
Last observed: Sep 17, 2026 3 days ago
Source families: Federal regulator filings, Firm and issuer disclosures
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

Overbrook Management Corporation

Private Equity

New York, NY

Overbrook Management offers tailored asset management and wealth advisory services, combining traditional and alternative investments for long-term wealth preservation.

This is the graph view. The full profile, with its team, deals and sources, is on Private Equity.Open the full profile →

Search this name across graphsid dfx:pe:bcc9b40a-d78b-412d-b7f3-729400f61767

Data as of Sep 17, 2026 (this record's last observation) from federal regulator filings, firm and issuer disclosures. Page built Sep 20, 2026, 6:20 PM UTC and rebuilt at most every 15 minutes.

Fund

Vintage

Lifecycle

ADV type

Form D sold

GAV

LPs

Overbrook Mezzanine Fund, LLC

n/a

Wound down

Private Equity Fund

n/a

$140,165

Overbrook Private Equity, LLC

n/a

Harvest

Private Equity Fund

n/a

$418,391