# Overlock Capital

Overlock Capital is a Multi Family Office based in Washington, United States.

## Overview

- **Organization type:** Multi Family Office
- **Headquarters:** Washington, United States
- **Region:** North America
- **Address:** 1625 K Street NW Suite 1025, Washington, DC 20006
- **Founded:** 2023
- **Assets under management:** 115 (Altss estimate)
- **Website:** overlockcapital.com
- **LinkedIn:** https://www.linkedin.com/company/overlock-capital/

## Regulatory record

- **Reports private funds:** No

## About

Overlock Capital was established to guide select families through wealth-related decisions. Its core team includes alumni of single-family offices, PwC, J.P. Morgan Private Bank, and Citi Private Bank. The firm has advised clients on financial, tax, and philanthropic strategies. The firm deploys capital into early-stage investments, private credit, real estate, and mission-related vehicles. It maintains exposure across North America. No specific portfolio holdings or co-investors are publicly named. The firm lists one office and reports no additional locations or recent operational events within the last 24 months. Team size and adjacent vehicles remain undisclosed. Governance centers on aligning interests across generations through internal expertise rather than external mandates.

## Sectors

- Healthcare Services
- Digital Health

## Questions

### Who runs investment decisions at Overlock Capital?

Investment decisions rest with the core team of former single-family office executives and alumni of PwC, J.P. Morgan Private Bank, and Citi Private Bank.

### Does Overlock Capital participate in fund commitments or only direct deals?

The firm uses alternative VC models, private credit, and direct real estate positions alongside philanthropic structures.

### What investment stages does Overlock Capital typically target?

The firm targets early-stage opportunities.

### Where does the underlying wealth come from?

Wealth origin is not publicly disclosed.

### How is Overlock Capital related to SpringHarbor Financial Group LLC?

The two firms appear as similar pages on LinkedIn and share the financial services sector in the Washington, D.C. area.

## Related profiles

- [North Horizon Holdings](https://altss.com/profile/north-horizon-holdings-inc-xiao-jianhua-family-office)
- [1102 Partners](https://altss.com/profile/1102-partners)

---

Last updated: 2026-06-03T20:00:00.000Z

Canonical page: https://altss.com/profile/overlock-capital

Maintained by Altss — https://altss.com — methodology: https://altss.com/methodology