Gregory M. Overberg
Professional summary
Gregory Michael Overberg is a registered financial advisor currently at HUDSON HOUSING CAPITAL LLC located in New York, New York.
Gregory is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2021. Gregory has worked at 1 firm .
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Gregory Michael Overberg's CRS (Customer Relationship Summary).
Certified licenses
Experience
September 30, 2021 - Present
HUDSON HOUSING CAPITAL LLC
Office #1: 630 Fifth Avenue, Suite 2850, New York, NY 10111Primary Firm SEC Registration
HUDSON HOUSING CAPITAL LLC
CRD#: 161240 / SEC#: 801-74733
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(9/30/2021)
Exams
Current Firm
HUDSON HOUSING CAPITAL LLC
CRD#: 161240 / SEC#: 801-74733
Contact information
SEC notice filing (2 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 96 |
| AUM (Assets Under Management) | $ 6,138,665,249 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 07/10/2025 | ||
| 09/26/2024 | ||
| 04/22/2024 | ||
| 01/04/2024 | ||
| 09/27/2022 |
Red Flags
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