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OVERBROOK MANAGEMENT CORPORATION

NEW YORK, NY · CRD 117884 · IAPD ↗ · 212-661-8710

$1.12BRegulatory AUM
7Advisory reps
17Employees
0Clients
0Planning clients
3Private funds
6States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

47
April 2026 — OVERBROOK MANAGEMENT CORPORATION notice-filed in DC.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
73
April 2026 — OVERBROOK MANAGEMENT CORPORATION grew from 4 to 7 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
80
April 2026 — OVERBROOK MANAGEMENT CORPORATION now offers financial planning (Item 5G(1)).
Firm now reports offering financial planning (Item 5G(1)). They need planning software.
Financial planning softwareCRM
55
August 2024 — OVERBROOK MANAGEMENT CORPORATION added office(s): 0 -> 1 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
55
May 2024 — OVERBROOK MANAGEMENT CORPORATION shrank from 5 to 3 advisory reps.
Advisory representative count fell materially — advisors are moving, or the firm is shrinking.
Recruiting & transitionsM&A & valuation

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.