Chief Investment Officer and Director of General Partner · Overlook Investments L.P.
James S. Squire
CRD 6175830 · Named on Form ADV at 2 SEC-registered advisers
At a glance
Overlook Investments L.P., an SEC-registered private fund adviser based in Georgetown, Cayman Islands with $8.1 billion in regulatory assets, lists James S. Squire on its Form ADV as Chief Investment Officer and Director of General Partner, a control person. The SEC filings also name James at 1 other registered adviser.
Firms and roles
- Overlook Investments L.P.Chief Investment Officer and Director of General PartnerPrivate fund adviser · Georgetown, Cayman Islands · $8.1B in regulatory assets
- Overlook Investments LimitedChief Investment Officer and Director of General PartnerPrivate fund adviser · Hong Kong, Hong Kong · $8.1B in regulatory assets
AtlasMembers
James’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
- Locked
- Each firm’s assets and growth
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- Search and export owners by title, state and firm size
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Colleagues named on the same filings (6)
- Jr R. H. LawrenceTrustee, Richard Hurd Lawrence, JR. Separate Property Trust U/t/a DTD June 13, 2002, Overlook Investments L.P.
- Dee M. LawrenceTrustee, Richard Hurd Lawrence, JR. Separate Property Trust U/t/a DTD June 13, 2002, Overlook Investments L.P.
- Philip S. LawrenceTrustee, the Lawrence 2009 Exempt Family Trust, Overlook Investments L.P.
- Leon Ie FoongChief Executive Officer and Director of General Partner, Overlook Investments L.P.
- Alan H. MorganChief Operating Officer, Chief Compliance Officer and Director of General Partner, Overlook Investments L.P.
1 more person named with James on the same filings, with titles and firms. Free in Atlas with a free account.
See all 6 freeSomething wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For James’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.