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CLEARBROOK INVESTMENT SOLUTIONS LLC
CRD 155607File 801-72086
APPROVED
Retail clients
Filing as of Mar 31, 2026
Feed vintage Oct 1, 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 | Change |
|---|---|---|---|---|
| May 1, 2025 vs Oct 1, 2022 | Employees | 16 | 9 | decreased by7 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 30 | 48 | increased by18 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $620,151,422 | $149,860,823 | decreased by$470,290,599 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 61 | 77 | increased by16 |
| Apr 1, 2022 | Clients | 25 | 30 | increased by5 |
| Apr 1, 2022 | AUM | $479,587,674 | $620,151,422 | increased by$140,563,748 |
| Apr 1, 2022 | Accounts | 45 | 61 | increased by16 |
| 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.