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- Custodian
- Charles Schwab & Company · Fidelity/NFS · Goldman Sachs · Wells Fargo
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 12-21-2001
- Office Locations
- 1
Office Locations
About Overbrook Management Corporation
Overbrook Management is an independent SEC-registered RIA providing asset management and wealth advisory services to institutional investors and high net worth individuals. Portfolios blend public equities with private investments and alternative strategies to diversify, generate cash flow, and manage volatility across generations. An in-house research team builds tailored, single-name equity portfolios focused on durable competitive advantages and long-term secular trends, and the firm invests alongside clients.
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Owner & Executives
ARTHUR GOODHART ALTSCHUL
Chairman, Chief Executive Officer
- CRD
- --
- Ownership
- 75% or more
Ryan James Kanaley
Chief Investment Officer
- CRD
- --
- Ownership
- Less than 5%
Atlas unison
Vital peak beacon
- CRD
- #80331
- Ownership
- 14.0%
Showing 2 of 5 owners & executives
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WADE GOEHLE
--
- CRD
- #6757880
Ryan James Kanaley
Chief Investment Officer
- CRD
- --
Pioneer unison
Bridge ember harbor
- CRD
- #83986
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Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $762,588,837 | $3,344,688 |
| Non-Discretionary | $358,517,316 | $4,319,486 |
| Total | $1,121,106,153 | $3,604,843 |
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Separately Managed Accounts
Total SMA Asset: $926,003,901
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $489,393,728 | 27.4% |
| Other | $592,988,021 | 33.2% |
| Cash | $151,819,222 | 8.5% |
| Equity - OTC | $551,907,527 | 30.9% |
| Total | $1,786,108,498 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| QUANTUM QUANTUM | NORTH MERIDIAN | 5GXLJN624 | WPK | 2.00% | $73,082,489 |
| MOMENTUM CREST | PATHWAY BEACON | 0I3O3OX18 | TKX | 9.65% | $76,825,957 |
| SIGNAL HORIZON | HARBOR BEACON | NKNB0RWEB | LJZY | 6.07% | $40,127,586 |
| BEACON MOMENTUM | QUANTUM ATLAS | K3JBLLY6X | TPLGS | 1.13% | $94,077,350 |
| BRIDGE FOCUS HARBOR | SUMMIT PEAK | FWZ9JB1L7 | QHI | 9.23% | $8,723,503 |
| PIONEER EMBER | ALPHA OPTIMA | I1FN9TXZ7 | IAGU | 8.82% | $20,087,351 |
| PEAK FOCUS EAGLE | PATHWAY HORIZON | C7J93V6CR | SLALN | 3.49% | $98,802,984 |
| RADIAL ATLAS MERIDIAN | BRIDGE EAGLE | KNPFN6PI8 | TXH | 10.13% | $52,654,895 |