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CLEARBROOK INVESTMENT CONSULTING LLC
CRD 108253File 801-56832
APPROVED
Custody
Filing as of Mar 31, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$13.72B
Top 10% of cohort (national)
Discretionary AUM
$555.1M
Non-discretionary $13.16B
Clients
1
15 accounts
Employees
10
Top 25% of cohort in NY
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- NYRO
- Registration date
- Sep 10, 1999
- Principal office
- 21 WEST 46TH STREET, SUITE 1507, NEW YORK, NY, 10036
- Phone
- 212 359-0290
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $13.72B
- Discretionary AUM
- $555.1M
- Non-discretionary AUM
- $13.16B
- Discretionary accounts
- 2
- Non-discretionary accounts
- 13
- Total accounts
- 15
- AUM per client
- $13.72B
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| State or municipal government entities | Fewer than 5 | $85.0M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Other
- Fixed fees
- Other (described) — PENSION CONSULTING FEES ON 13 BILLON IN AUA
- A percentage of assets under your management
Advisory activities
- Selection of other advisers
- Portfolio management for other
- Portfolio management for businesses
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- Yes
- Firm Custody Clients
- Yes
- Firm Custody Securities
- No
- Related Person Custody Cash
- Yes
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- Yes
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.