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CLEARBROOK INVESTMENT SOLUTIONS LLC
CRD 155607 · SEC 801-72086
21 WEST 46TH STREET, SUITE 1507, NEW YORK, NY, 10036, United States
Phone
212-359-0290
Fax
212-359-0291
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$149.9M
Discretionary AUM
$149.9M
Team
9 total employees; 5 advisory reps
Clients
0
Fees
Percentage of AUM; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-31
Disciplinary history
No
Services
Portfolio management (individuals)Portfolio management (institutions)Selection of other advisersPublication of periodicals
Client types
| Type | Clients | AUM |
|---|---|---|
| High net worth individuals | 36 | $87.1M |
| Charitable organizations | 10 | $56.4M |
| Corporations/business entities | 2 | $6.4M |
States served
NJ, NY
All web addresses on file
Official SEC filing: View on IAPD