|
⚲
|
| Message |
|---|
| Happy Holidays!! thanks for using AUM13F!! |
| Clearbrook Investment Solutions LLC
✚
|
|
|---|---|
| CRD # | 155607 |
| SEC # | 801-72086 |
| CIK # | |
| AUM | $149.9 M (2025-03-31) |
| Employees | 9 (56% Investors, 0% Brokers) |
| Phone | 212-359-0290 |
| Address | 21 West 46th Street, Suite 1507 New York, NY 10036 |
| Source | [IAPD] [Website] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 36 | 87.1 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 10 | 56.4 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 2 | 6.4 |
| (n) Other | 0 | 0.0 |
| Total | 77 | 149.9 |
| By Discretionary | ||
| Discretionary | 77 | 149.9 |
| Non-Discretionary | 0 | 0.0 |
| Total | 77 | 149.9 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 149.9 | |
| Total | 77 | 149.9 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Ivy League Financial Advisors LLC
✚
|
MD | 0.2 |
|
O'Dell Capital Management
✚
|
OH | 0.2 |
|
Crossover Capital Brands LLC
✚
|
PA | 0.2 |
|
Elite Income Advisors Inc
✚
|
MD | 0.2 |
|
Gilbert Greg RIA LLC
✚
|
CA | 0.2 |
|
Kelsey Financial LLC
✚
|
CA | 0.1 |
|
Meliora Capital LLC
✚
|
OK | 0.1 |
|
Spectrum Advisors Inc
✚
|
TX | 0.1 |
|
Englebert Financial Advisers LLC
✚
|
PA | 0.1 |
|
Vauban Wealth Management
✚
|
PR | 0.1 |