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CLEARBROOK INVESTMENT CONSULTING LLC
CRD 108253File 801-56832
APPROVED
Custody
Filing as of Mar 31, 2026
Feed vintage Oct 1, 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 | Change |
|---|---|---|---|---|
| Apr 1, 2026 | AUM | $470,122,766 | $13,719,492,092 | increased by$13,249,369,326 |
| Apr 1, 2026 | Accounts | 16 | 15 | decreased by1 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 16 | 10 | decreased by6 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $480,000,000 | $470,122,766 | decreased by$9,877,234 |
| Apr 1, 2022 | AUM | $371,898,259 | $480,000,000 | increased by$108,101,741 |
| Apr 1, 2022 | Accounts | 26 | 16 | decreased by10 |
| Apr 1, 2021 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “CLEARBROOK INVESTMENT” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“CLEARBROOK INVESTMENT” may also match similarly-named firms). Confirm identity against each filing.
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.