Clearbrook Investment Consulting LLC
● SEC registered since 1999CRD 108253SEC# 801-56832New York, NY
Reg. AUM
$13.72B
Employees
10
Accounts
15
Location
New York, NY
Clearbrook Investment Consulting LLC assets under management
Clearbrook Investment Consulting LLC is an investment advisory firm registered with the SEC based in New York, NY. The firm has been registered since 1999. It reports $13.7 billion in regulatory assets under management and employs 10 people.
Clearbrook Investment Consulting LLC owners & executives
8 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Allison Linick Daly Control | Senior Director And Chief Compliance Officer | Under 5% | 2025 |
| Clearbrook LLC Control | Member | Over 75% | 2010 |
| Elliott Wakefield Wislar Control | Ceo | Under 5% | 2021 |
See all 8 owners & executives — unlock the full record.
Join to unlock · $37/moFrequently asked questions
How much does Clearbrook Investment Consulting LLC manage?
Clearbrook Investment Consulting LLC reports $13.7 billion in regulatory assets under management on its Form ADV.
How many employees does Clearbrook Investment Consulting LLC have?
Clearbrook Investment Consulting LLC reports 10 employees.
Where is Clearbrook Investment Consulting LLC located?
Clearbrook Investment Consulting LLC is based in New York, NY and has been SEC-registered since 1999.
Does Clearbrook Investment Consulting LLC disclose fund performance?
Clearbrook Investment Consulting LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 21 West 46th Street, Suite 1507, New York, NY 10036 |
| Phone | 212 359-0290 |
| Fax | 212 359-0291 |
| Office hours | 9:00A - 5:00P |
| SEC region | New York Regional Office (NYRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$13.72B▲ 2818%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 7%
Larger than 93% of 16,271 advisers
EmployeesTop 40%
More than 60% of 16,825 advisers
Assets under management
$13.72Bregulatory AUM
Discretionary $555.1MNon-discretionary $13.16B