Single Family OfficeRIA · CRD 117192SEC-Registered

Updated:

C. O. Overbey, Jr LLC

C. O. Overbey, Jr LLC is a single-family office in Ballwin, Missouri, deploying private credit, real estate, and infrastructure capital.

C. O. Overbey, Jr LLC

C. O. Overbey, Jr LLC is a single-family office headquartered in Ballwin, Missouri. The firm's founding context and wealth origin are not publicly documented, but its name — derived from the principal — suggests a closely held, generational structure. Unlike many family offices that have migrated to coastal hubs, this firm maintains a Midwestern base. The firm's investment strategy focuses on private credit, real estate, and infrastructure, with a preference for direct debt and equity deals rather than fund commitments. It participates in private placements, commercial real estate lending, and infrastructure financings. No specific portfolio companies or co-investors have been publicly identified. No team size, additional offices, or adjacent philanthropic vehicles have been disclosed. There is no publicly recorded recent operational event from the last 24 months. The firm does not appear to maintain a public website or LinkedIn presence. A structural differentiator is its geographic and operational opacity — the firm operates entirely outside the institutional fundraising ecosystem, with no external mandate or regulatory filings that reveal investment activity. That posture reflects a deliberate choice to remain private, a rarity among family offices of any size.

General information

Firm type

Single Family Office

Year founded

AUM

Undisclosed

Location

Region

North America

Country

United States

City

Ballwin

Corporate office

Ballwin, Missouri, United States

Principals

C. O. Overbey, Jr

Principal

Sector focus

Private CreditReal EstateInfrastructure

Frequently asked questions

Who runs investment decisions at C. O. Overbey, Jr LLC?

The firm is named for and appears to be led by C. O. Overbey, Jr, who serves as principal. No other investment professionals are publicly identified. Decision-making authority likely rests with Overbey alone.

How does C. O. Overbey, Jr LLC source deal flow?

The firm does not disclose its sourcing model. Given its Midwestern base and focus on private credit and real estate, it likely relies on direct relationships with intermediaries, sponsors, and legal networks rather than a formal sourcing team.

Is C. O. Overbey, Jr LLC structured as a single family office or an asset manager?

The firm is structured as a single-family office. Its name and limited public footprint suggest it manages only the wealth of the Overbey family, with no external third-party capital.

Does C. O. Overbey, Jr LLC participate in fund commitments or only direct deals?

The firm's publicly visible activity is limited, but its name and structure imply a preference for direct investments — debt and equity positions in private companies and real estate — rather than traditional fund commitments.

Where does the underlying wealth come from?

The source of the Overbey family wealth is not publicly documented. No public records connect C. O. Overbey, Jr to a specific industry or business exit. The firm does not publish this information.

Profile maintained by using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.

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