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OVERLOOK INVESTMENTS L.P.

GEORGETOWN, Cayman Islands · CRD 137931 · IAPD ↗ · overlookinv.com · 345-949-2648

$8.09BRegulatory AUM
9Advisory reps
14Employees
0Clients
n/aPlanning clients
2Private funds
0States
0Disclosures
foreignSegment
ApprovedSEC status

Filing changes

49
April 2025 — OVERLOOK INVESTMENTS L.P. grew from 0 to 9 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software

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