Clearbrook Investment Consulting LLC

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Assets, Funds, Holdings

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Clearbrook Investment Consulting LLC
CRD #108253
SEC #801-56832
CIK #
AUM 13.72 B (2026-03-31)
Employees 10 (60% Investors, 10% Brokers)
Phone212-359-0290
Address21 West 46th Street, Suite 1507
New York, NY 10036
Source [IAPD] [Website]
Total AUM ($B)
151296301999200820172027
AUM Breakdown Accounts AUM ($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
ServesInstitutional, Retail
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Advisor Partners II LLC
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Madison Investment Advisors LLC
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Dolan McEniry Capital Management LLC
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Sapient Capital LLC
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Kestra Private Wealth Services LLC
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Sarofim Trust Co LTA
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