Clearbrook Investment Solutions LLC
● SEC registered since 2011CRD 155607SEC# 801-72086New York, NY
Reg. AUM
$149.9M
Employees
9
Accounts
77
Location
New York, NY
Clearbrook Investment Solutions LLC assets under management
Clearbrook Investment Solutions LLC is a registered investment adviser overseen by the SEC based in New York, NY. The firm has been registered since 2011. It reports $149.9 million in regulatory assets under management and employs 9 people.
Clearbrook Investment Solutions 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 Solutions LLC manage?
Clearbrook Investment Solutions LLC reports $149.9 million in regulatory assets under management on its Form ADV.
How many employees does Clearbrook Investment Solutions LLC have?
Clearbrook Investment Solutions LLC reports 9 employees.
Where is Clearbrook Investment Solutions LLC located?
Clearbrook Investment Solutions LLC is based in New York, NY and has been SEC-registered since 2011.
Does Clearbrook Investment Solutions LLC disclose fund performance?
Clearbrook Investment Solutions 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 | 9:00 a.m. To 5:00 p.m. |
| SEC region | New York Regional Office (NYRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$149.9MNo change
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 83%
Larger than 17% of 16,271 advisers
EmployeesTop 43%
More than 57% of 16,825 advisers
Assets under management
$149.9Mregulatory AUM
Discretionary $149.9M