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Chief Operating Officer, Chief Compliance Officer and Director of General Partner · Overlook Investments Limited

Alan H. Morgan

CRD 6974377 · Named on Form ADV at 2 SEC-registered advisers

At a glance

Overlook Investments Limited, an SEC-registered private fund adviser based in Hong Kong, Hong Kong with $8.1 billion in regulatory assets, lists Alan H. Morgan on its Form ADV as Chief Operating Officer, Chief Compliance Officer and Director of General Partner, a control person. The SEC filings also name Alan at 1 other registered adviser.

Firms and roles

  • Overlook Investments LimitedChief Operating Officer, Chief Compliance Officer and Director of General PartnerPrivate fund adviser · Hong Kong, Hong Kong · $8.1B in regulatory assets
  • Overlook Investments L.P.Chief Operating Officer, Chief Compliance Officer and Director of General PartnerPrivate fund adviser · Georgetown, Cayman Islands · $8.1B in regulatory assets

AtlasMembers

Alan’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at each firm
2 firmsLocked
Control-person status
2 firmsLocked
When each role began
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Each firm’s assets and growth
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings (6)

  • Jr R. H. LawrenceChairman and Director, Overlook Investments Limited
  • Michael J. LonerganDirector, Overlook Investments Limited
  • James S. SquireChief Investment Officer and Director of General Partner, Overlook Investments Limited
  • Leon Ie FoongChief Executive Officer and Director of General Partner, Overlook Investments Limited
  • Dee M. LawrenceTrustee, Richard Hurd Lawrence, JR. Separate Property Trust U/t/a DTD June 13, 2002, Overlook Investments L.P.

1 more person named with Alan on the same filings, with titles and firms. Free in Atlas with a free account.

See all 6 free

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Alan’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.