OVERBROOK MANAGEMENT CORPORATION

CRD 117884File 801-60790

APPROVED

Retail clients

Custody

Filing as of Apr 8, 2026

Feed vintage Aug 17, 2026

Regulatory AUM

$1.12B

Above cohort median (national)

Discretionary AUM

$762.6M

Non-discretionary $358.5M

Clients

117

311 accounts

Employees

Above cohort median in NY

Identity & registration

ADV Item 1

Organization form: Corporation
Firm type: Registered
SEC region: NYRO
Registration date: Dec 21, 2001
Principal office: 280 PARK AVENUE, SUITE 2402W, NEW YORK, NY, 10017
Phone: 212-661-8710
Website: https://www.linkedin.com/company/overbrook-management-corporation/about/

Assets & accounts

ADV Item 5F

Total regulatory AUM: $1.12B
Discretionary AUM: $762.6M
Non-discretionary AUM: $358.5M
Discretionary accounts: 228
Non-discretionary accounts: 83
Total accounts: 311
AUM per client: $9.6M

Clients by type

ADV Item 5D

Client type	Clients	AUM
Charitable organizations	9	$287.3M
High net worth individuals	105	$584.9M
Pooled investment vehicles	3	$195.1M

Compensation & activities

ADV Items 5E, 5G

Compensation

Fixed fees
Performance-based fees
A percentage of assets under your management

Advisory activities

Financial planning services
Selection of other advisers
Portfolio management for businesses
Portfolio management for pooled investment vehicles
Portfolio management for individuals and/or small businesses

Custody

ADV Item 9

Firm Custody Cash: Yes
Firm Custody Assets: Yes
Firm Custody Clients: Yes
Firm Custody Securities: Yes
Related Person Custody Cash: Yes
Related Person Custody Assets: No
Related Person Custody Clients: No
Related Person Custody Securities: No

Disclosure events

ADV Item 11

This firm answered no to every Item 11 disclosure question in this filing.

Filed changes

Date	Field	From	To
Aug 17, 2026	Clients	123	117
Aug 12, 2026	Registration	—	APPROVED

Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.