Loeb Partners is a wealth manager based in New York, United States, founded in 1982. Verified contact details, AUM data, and investment preferences on FindLPs.
Loeb Partners in now part of the Overbrook Group. Loeb's businesses are composed of private equity investments and wealth management services. We establish long-term relationships with our clients by providing independent, tailored advice to achieve unique solutions. As a private independent enterprise, we are not constrained by near-term goals and have the freedom to invest alongside our clients, at times providing necessary growth capital.
Investment types: Growth Capital, Investment Funds, Joint Venture/Partner, Long-Term Investments, Philanthropy, Private Equity, Venture Capital
Sectors & themes: Equity/Mutual Funds, ETFs, Investment Management, Legal & Tax Services, Retirement Planning, Trust Management, Wealth & Estate Planning, Finance, Financial Services, High-Level Sectors, Non-Profit, Traditional Investments (Liquid Assets)
Preferred geographies: Africa, Americas, Asia, Canada, Europe, Middle East, Oceania, United States
Location: 100 Wall Street19Th Floor\nNew York\nNew York\n10005\nUnited States
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LP firm data compiled from public regulatory filings (SEC Form ADV, FCA, AIFMD disclosures), company websites and press releases, LinkedIn public profiles, and verified outbound email testing. AUM figures reflect self-reported values from filings and may lag by 1–2 fiscal quarters; bands are normalized in USD. We do not publish personal residential information; firms or individuals may request removal at /contact. Methodology & sources · Updated July 2026.