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Director · Overlook Investments Limited

Michael J. Lonergan

CRD 5081288 · Named on Form ADV at one SEC-registered adviser

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 Michael J. Lonergan on its Form ADV as Director, a control person.

Firms and roles

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Michael’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 the firm
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Control-person status
1 firmLocked
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

  • Jr R. H. LawrenceChairman and Director, 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
  • Alan H. MorganChief Operating Officer, Chief Compliance Officer and Director of General Partner, Overlook Investments Limited

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