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OVERLOOK INVESTMENTS LIMITED
CRD 137926File 801-65982
APPROVED
Filing as of Mar 25, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$8.09B
Top 10% of cohort (national)
Discretionary AUM
$8.09B
Clients
2
2 accounts
Employees
14
Identity & registration
ADV Item 1- Organization form
- Other (specify)
- Firm type
- Registered
- SEC region
- HQ
- Registration date
- Jan 27, 2006
- Principal office
- 22/F RUTTONJEE HOUSE, 11 DUDDELL STREET, CENTRAL, HONG KONG
- Phone
- 852-2912-0805
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $8.09B
- Discretionary AUM
- $8.09B
- Non-discretionary AUM
- $0
- Discretionary accounts
- 2
- Non-discretionary accounts
- 0
- Total accounts
- 2
- AUM per client
- $4.05B
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Pooled investment vehicles | 2 | $8.09B |
Compensation & activities
ADV Items 5E, 5GCompensation
- Other
- Other (described) — DISCRETIONARY BONUS
- A percentage of assets under your management
Advisory activities
- Portfolio management for pooled investment vehicles
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| 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.