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C. O. Overbey, Jr LLC
C. O. Overbey, Jr LLC is an SEC-registered investment adviser with approximately $9 million in regulatory assets under management. The firm has 1 employee and...
C. O. Overbey, Jr LLC
C. O. Overbey, Jr LLC is an SEC-registered investment adviser with approximately $9 million in regulatory assets under management. The firm has 1 employee and 1 investment adviser. It operates with a single investment adviser.
General information
Firm type
Single Family Office
Location
Region
North America
Country
United States
City
Ballwin
Corporate office
Ballwin, Missouri, United States
Principals
C. O. Overbey, Jr
Principal
Sector focus
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 Altss 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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