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CLEARBROOK INVESTMENT SOLUTIONS LLC
CRD 155607File 801-72086
APPROVED
Retail clients
Filing as of Mar 31, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$149.9M
Bottom 25% of cohort (national)
Discretionary AUM
$149.9M
Clients
48
77 accounts
Employees
9
Bottom 25% of cohort in NY
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- NYRO
- Registration date
- Jan 10, 2011
- Principal office
- 21 WEST 46TH STREET, SUITE 1507, NEW YORK, NY, 10036
- Phone
- 212-359-0290
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $149.9M
- Discretionary AUM
- $149.9M
- Non-discretionary AUM
- $0
- Discretionary accounts
- 77
- Non-discretionary accounts
- 0
- Total accounts
- 77
- AUM per client
- $3.1M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | Fewer than 5 | $6.4M |
| Charitable organizations | 10 | $56.4M |
| High net worth individuals | 36 | $87.1M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- A percentage of assets under your management
Advisory activities
- Publications
- Selection of other advisers
- Portfolio management for businesses
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
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.