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| Keyboard |
| Clearbrook Investment Consulting LLC
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|---|---|
| CRD # | 108253 |
| SEC # | 801-56832 |
| CIK # | |
| AUM | 13.72 B (2026-03-31) |
| Employees | 10 (60% Investors, 10% Brokers) |
| Phone | 212-359-0290 |
| Address | 21 West 46th Street, Suite 1507 New York, NY 10036 |
| Source | [IAPD] [Website] |
| Total AUM ($B) |
|---|
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 0 | 0.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 1 | 0.1 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 13.6 |
| Total | 15 | 13.7 |
| By Discretionary | ||
| Discretionary | 2 | 0.6 |
| Non-Discretionary | 13 | 13.2 |
| Total | 15 | 13.7 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 13.7 | |
| Total | 15 | 13.7 |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.1B |
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
Pine Ridge Advisers LLC
✚
|
NY | 14.42 B |
|
Aptus Capital Advisors LLC
✚
|
AL | 14.14 B |
|
Prime Buchholz LLC
✚
|
NH | 14.07 B |
|
Mission Wealth Management LP
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|
CA | 13.91 B |
|
Advisor Partners II LLC
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|
CA | 13.91 B |
|
Madison Investment Advisors LLC
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|
WI | 13.84 B |
|
Dolan McEniry Capital Management LLC
✚
|
IL | 13.76 B |
|
Sapient Capital LLC
✚
|
IN | 13.76 B |
|
Kestra Private Wealth Services LLC
✚
|
TX | 13.45 B |
|
Sarofim Trust Co LTA
✚
|
TX | 12.96 B |