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RIA / WealthRegistered adviserasset managerSEC registeredRAUM 1b 10b

OVERLOOK INVESTMENTS L.P.

CRD 137931

GEORGETOWN

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:42e02989-6186-ea47-936d-9f3b16a96109

Data as of Mar 25, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 12:11 PM UTC and rebuilt at most every 15 minutes.

Relationships: 20
Dated events: 5
On other graphs: 0
Observed: Mar 29, 2012 to Mar 25, 2026
20 observations

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

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

Firm class: asset managerderivedprivate_client_share=0.0 fund_share=1.0 institutional_share=0.0 related_bd=false related_bank=true bd_reps=0.0
Regulatory AUM: $8.1BItem 5.F on the latest filing (2026-03-25); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $8.1B
Private client RAUM: $0derivedItem 5.D individuals plus high net worth individuals
Private client share: 0%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 0
Employees: 14
Advisory employees: 9
Offices: 1Schedule D 1.F, beyond the principal office
Accounts: 2
Private funds: 2Schedule D 7.B(1)
SEC number: 801-65983
CIK: 1350706
CRD: 137931
Filings on the tape: 20
First filed: Mar 29, 2012
Latest filed: Mar 25, 2026
Organised: Other (specify)
Website: overlookinv.com

Private funds

Schedule D 7.B(1); gross asset value as reported, never fund size; reporting ends 2024-12-31

Fund	Type	Reported GAV	As of	Owners	First reported	Status	Form D file
THE OVERLOOK PARTNERS FUND L.P.	Hedge Fund	$6.0B	Mar 25, 2024	625	Mar 29, 2012	reported	021-89677
OVERLOOK 3G INVESTMENTS L.P.	Hedge Fund	$292M	Mar 25, 2024	130	Mar 30, 2016	reported	021-260703

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
FOONG, LEON IE	Partner	B	yes	12/2017	Mar 20, 2017	Mar 25, 2024
LAWRENCE, DEE, MACLEOD	Trustee	F	yes	01/2003	Mar 29, 2012	Mar 25, 2024
LAWRENCE, DEE, MACLEOD	TRUSTEE, RICHARD HURD LAWRENCE, JR. SEPARATE PROPERTY TRUST U/T/A DTD JUNE 13, 2002	Na	yes	01/2003	Mar 29, 2012	Mar 25, 2024
LAWRENCE, JR, RICHARD, HURD	Trustee	F	yes	06/2002	Mar 29, 2012	Mar 25, 2024
LAWRENCE, JR, RICHARD, HURD	TRUSTEE, RICHARD HURD LAWRENCE, JR. SEPARATE PROPERTY TRUST U/T/A DTD JUNE 13, 2002	Na	yes	01/2003	Mar 29, 2012	Mar 25, 2024
LAWRENCE, PHILIP, S.	TRUSTEE, THE LAWRENCE 2009 EXEMPT FAMILY TRUST	Na	yes	06/2009	Mar 29, 2012	Mar 25, 2024
LEUNG, HUNG PIU WILLIAM	Shareholder	Na	yes	01/2021	Mar 28, 2019	Mar 25, 2024
LEVEES UNLIMITED, LLC	Shareholder	C	yes	08/2019	Mar 26, 2020	Mar 25, 2024
MORGAN, ALAN, HUGH	CHIEF OPERATING OFFICER AND CHIEF COMPLIANCE OFFICER	Na	yes	03/2018	Jun 20, 2018	Mar 25, 2024
OVERLOOK HOLDINGS LIMITED	Shareholder	E	yes	01/2012	Mar 29, 2012	Mar 25, 2024
OVERLOOK INVESTMENTS (BVI) LIMITED	GENERAL PARTNER	Na	yes	12/1995	Mar 29, 2012	Mar 25, 2024
RICHARD HURD LAWRENCE, JR. SEPARATE PROPERTY TRUST U/T/A DTD JUNE 13, 2002	LIMITED PARTNER	C	yes	01/2003	Mar 29, 2012	Mar 25, 2024
SQUIRE, JAMES, ST. JOHN	CHIEF INVESTMENT OFFICER	C	yes	01/2012	Mar 19, 2013	Mar 25, 2024
THE LAWRENCE 2009 EXEMPT FAMILY TRUST	LIMITED PARTNER	B	yes	06/2009	Mar 29, 2012	Mar 25, 2024
THE RICHARD HURD LAWRENCE, JR. SEPARATE PROPERTY TRUST U/T/A DATED JUNE 13, 2002	Shareholder	E	yes	08/2019	Mar 29, 2012	Mar 25, 2024
YIELD SUCCESS MANAGEMENT LIMITED	Shareholder	B	yes	12/2019	Mar 26, 2020	Mar 25, 2024

Affiliates (Item 7.A)

as filed on Item 7.A; a related person with a CRD on the graph links to its own page

Related person	Type	Class on the graph	Its RAUM	Control	Common control	State
OVERLOOK INVESTMENTS LIMITED	n/a	Asset manager	$8.1B	N	yes	n/a

Offices

Schedule D 1.F offices beyond the principal office; street addresses are not published

City	State	Country	Employees	Also broker-dealer
HONG KONG	n/a	Hong Kong	1	no

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2025	Mar 25, 2026	$8.1B	$8.1B	14	9	1	2	n/a
2024	Mar 28, 2025	$6.8B	$6.8B	13	9	1	2	n/a
2023	Mar 25, 2024	$6.3B	$6.3B	0	0	1	2	$6.3B
2022	Mar 30, 2023	$6.0B	$6.0B	0	0	1	2	$6.0B
2021	Mar 28, 2022	$7.2B	$7.2B	0	0	1	2	$7.3B
2020	Mar 17, 2021	$7.6B	$7.6B	0	0	1	2	$7.7B
2019	Mar 26, 2020	$6.1B	$6.1B	0	0	1	2	$6.2B
2018	Mar 28, 2019	$4.7B	$4.7B	1	1	1	2	$4.7B
2017	Mar 20, 2018	$6.1B	$6.1B	1	1	1	2	$6.1B
2016	Mar 20, 2017	$4.6B	$4.6B	1	1	n/a	2	$4.6B
2015	Mar 30, 2016	$3.7B	$3.7B	1	1	n/a	2	$3.9B
2014	Mar 16, 2015	$3.7B	$3.7B	1	1	n/a	1	$3.7B
2013	Mar 5, 2014	$3.4B	$3.4B	1	1	n/a	1	$2.7B
2012	Mar 19, 2013	$2.7B	$2.7B	1	1	n/a	1	$2.7B
2011	Mar 29, 2012	$1.9B	$1.9B	n/a	n/a	n/a	1	$2.0B

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2025	$8.1B	$6.8B	19.0%	$6.0B	10.6%	14	13	1	1

Relationships

Affiliated with (2)

→ OVERLOOK INVESTMENTS LIMITEDRegistered adviserother investment adviser, bank, common control
factForm ADV
← OVERLOOK INVESTMENTS LIMITEDRegistered adviserother investment adviser, bank, pooled vehicle sponsor, common control
factForm ADV

Advises (2)

→ OVERLOOK 3G INVESTMENTS L.P.Private fundHedge Fund, IA
Mar 30, 2016 to presentfactForm ADV
→ THE OVERLOOK PARTNERS FUND L.P.Private fundHedge Fund, IA
Mar 29, 2012 to presentfactForm ADV

Controls (14)

← FOONG, LEON IEOwnerPARTNER, ownership code B, individual
Mar 20, 2017 to Mar 25, 2024factForm ADV
← LAWRENCE, PHILIP, S.OwnerTRUSTEE, THE LAWRENCE 2009 EXEMPT FAMILY TRUST, ownership code NA, individual
Mar 29, 2012 to Mar 25, 2024factForm ADV
← LAWRENCE, JR, RICHARD, HURDOwnerTRUSTEE, ownership code F, individual
Mar 29, 2012 to Mar 25, 2024factForm ADV
← LAWRENCE, DEE, MACLEODOwnerTRUSTEE, ownership code F, individual
Mar 29, 2012 to Mar 25, 2024factForm ADV
← SQUIRE, JAMES, ST. JOHNOwnerCHIEF INVESTMENT OFFICER, ownership code C, individual
Mar 19, 2013 to Mar 25, 2024factForm ADV
← MORGAN, ALAN, HUGHOwnerCHIEF OPERATING OFFICER AND CHIEF COMPLIANCE OFFICER, ownership code NA, individual
Jun 20, 2018 to Mar 25, 2024factForm ADV
← LEUNG, HUNG PIU WILLIAMOwnerSHAREHOLDER, ownership code NA, individual
Mar 28, 2019 to Mar 25, 2024factForm ADV
← LEVEES UNLIMITED, LLCOwnerSHAREHOLDER, ownership code C, domestic entity
Mar 26, 2020 to Mar 25, 2024factForm ADV
← OVERLOOK HOLDINGS LIMITEDOwnerSHAREHOLDER, ownership code E, foreign entity
Mar 29, 2012 to Mar 25, 2024factForm ADV
← OVERLOOK INVESTMENTS (BVI) LIMITEDOwnerGENERAL PARTNER, ownership code NA, foreign entity
Mar 29, 2012 to Mar 25, 2024factForm ADV
← RICHARD HURD LAWRENCE, JR. SEPARATE PROPERTY TRUST U/T/A DTD JUNE 13, 2002OwnerLIMITED PARTNER, ownership code C, foreign entity
Mar 29, 2012 to Mar 25, 2024factForm ADV
← THE LAWRENCE 2009 EXEMPT FAMILY TRUSTOwnerLIMITED PARTNER, ownership code B, domestic entity
Mar 29, 2012 to Mar 25, 2024factForm ADV
← THE RICHARD HURD LAWRENCE, JR. SEPARATE PROPERTY TRUST U/T/A DATED JUNE 13, 2002OwnerSHAREHOLDER, ownership code E, domestic entity
Mar 29, 2012 to Mar 25, 2024factForm ADV
← YIELD SUCCESS MANAGEMENT LIMITEDOwnerSHAREHOLDER, ownership code B, foreign entity
Mar 26, 2020 to Mar 25, 2024factForm ADV

Dated events

Occurred
Mar 17, 2021
Control person joined
Hung Piu Leung (Shareholder) appeared on Schedule A of Overlook Investments L.P.
Form ADVobserved 6 days ago
Occurred
Mar 26, 2020
Regulatory AUM changed
Overlook Investments L.P. reported RAUM $6.1B, up 30% from $4.7B (2019-03-28 to 2020-03-26)
Form ADVobserved 6 days ago
$1.4B
Occurred
Mar 28, 2019
Control person joined
Hung Piu Leung (Partner) appeared on Schedule A of Overlook Investments L.P.
Form ADVobserved 6 days ago
Occurred
Mar 28, 2019
Control person left
John Michael Lonergan (Partner) no longer on Schedule A of Overlook Investments L.P. (listed 2018-06-20, absent 2019-03-28)
Form ADVobserved 6 days ago
Occurred
Mar 20, 2018
Regulatory AUM changed
Overlook Investments L.P. reported RAUM $6.1B, up 35% from $4.6B (2017-03-20 to 2018-03-20)
Form ADVobserved 6 days ago
$1.6B

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:42e02989-6186-ea47-936d-9f3b16a96109
First observed: Mar 29, 2012
Last observed: Mar 25, 2026 6 months ago
Source families: Federal regulator filings
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.

OVERLOOK INVESTMENTS L.P.

CRD 137931

GEORGETOWN

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:42e02989-6186-ea47-936d-9f3b16a96109

Data as of Mar 25, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 12:11 PM UTC and rebuilt at most every 15 minutes.

Fund

Type

Reported GAV

As of

Owners

First reported

Status

Form D file

THE OVERLOOK PARTNERS FUND L.P.

Hedge Fund

$6.0B

Mar 25, 2024

625

Mar 29, 2012

reported

021-89677

OVERLOOK 3G INVESTMENTS L.P.

Hedge Fund

$292M

Mar 25, 2024

130

Mar 30, 2016

reported

021-260703

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

FOONG, LEON IE

Partner

yes

12/2017

Mar 20, 2017

Mar 25, 2024

LAWRENCE, DEE, MACLEOD

Trustee

yes

01/2003

Mar 29, 2012

Mar 25, 2024

LAWRENCE, DEE, MACLEOD

TRUSTEE, RICHARD HURD LAWRENCE, JR. SEPARATE PROPERTY TRUST U/T/A DTD JUNE 13, 2002

yes

01/2003

Mar 29, 2012

Mar 25, 2024

LAWRENCE, JR, RICHARD, HURD

Trustee

yes

06/2002

Mar 29, 2012

Mar 25, 2024

LAWRENCE, JR, RICHARD, HURD

TRUSTEE, RICHARD HURD LAWRENCE, JR. SEPARATE PROPERTY TRUST U/T/A DTD JUNE 13, 2002

yes

01/2003

Mar 29, 2012

Mar 25, 2024

LAWRENCE, PHILIP, S.

TRUSTEE, THE LAWRENCE 2009 EXEMPT FAMILY TRUST

yes

06/2009

Mar 29, 2012

Mar 25, 2024

LEUNG, HUNG PIU WILLIAM

Shareholder

yes

01/2021

Mar 28, 2019

Mar 25, 2024

LEVEES UNLIMITED, LLC

Shareholder

yes

08/2019

Mar 26, 2020

Mar 25, 2024

MORGAN, ALAN, HUGH

CHIEF OPERATING OFFICER AND CHIEF COMPLIANCE OFFICER

yes

03/2018

Jun 20, 2018

Mar 25, 2024

OVERLOOK HOLDINGS LIMITED

Shareholder

yes

01/2012

Mar 29, 2012

Mar 25, 2024

OVERLOOK INVESTMENTS (BVI) LIMITED

GENERAL PARTNER

yes

12/1995

Mar 29, 2012

Mar 25, 2024

RICHARD HURD LAWRENCE, JR. SEPARATE PROPERTY TRUST U/T/A DTD JUNE 13, 2002

LIMITED PARTNER

yes

01/2003

Mar 29, 2012

Mar 25, 2024

SQUIRE, JAMES, ST. JOHN

CHIEF INVESTMENT OFFICER

yes

01/2012

Mar 19, 2013

Mar 25, 2024

THE LAWRENCE 2009 EXEMPT FAMILY TRUST

LIMITED PARTNER

yes

06/2009

Mar 29, 2012

Mar 25, 2024

THE RICHARD HURD LAWRENCE, JR. SEPARATE PROPERTY TRUST U/T/A DATED JUNE 13, 2002

Shareholder

yes

08/2019

Mar 29, 2012

Mar 25, 2024

YIELD SUCCESS MANAGEMENT LIMITED

Shareholder

yes

12/2019

Mar 26, 2020

Mar 25, 2024

Related person

Type

Class on the graph

Its RAUM

Control

Common control

State

OVERLOOK INVESTMENTS LIMITED

n/a

Asset manager

$8.1B

yes

n/a

City

State

Country

Employees

Also broker-dealer

HONG KONG

n/a

Hong Kong

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Mar 25, 2026

$8.1B

n/a

2024

Mar 28, 2025

$6.8B

n/a

2023

Mar 25, 2024

$6.3B

2022

Mar 30, 2023

$6.0B

2021

Mar 28, 2022

$7.2B

$7.3B

2020

Mar 17, 2021

$7.6B

$7.7B

2019

Mar 26, 2020

$6.1B

$6.2B

2018

Mar 28, 2019

$4.7B

2017

Mar 20, 2018

$6.1B

2016

Mar 20, 2017

$4.6B

n/a

$4.6B

2015

Mar 30, 2016

$3.7B

n/a

$3.9B

2014

Mar 16, 2015

$3.7B

n/a

$3.7B

2013

Mar 5, 2014

$3.4B

n/a

$2.7B

2012

Mar 19, 2013

$2.7B

n/a

$2.7B

2011

Mar 29, 2012

$1.9B

n/a

$2.0B

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2025

$8.1B

$6.8B

19.0%

$6.0B

10.6%