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Clearbrook Investment Consulting LLC

● SEC registered since 1999CRD 108253SEC# 801-56832New York, NY
Export (members)
Reg. AUM
$470.1M
Employees
10
Accounts
16
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 $470.1 million in regulatory assets under management and employs 10 people.

Clearbrook Investment Consulting LLC owners & executives

8 reported
NameTitleOwnershipSince
Allison Linick Daly ControlSenior Director And Chief Compliance OfficerUnder 5%2025
Clearbrook LLC ControlMemberOver 75%2010
Elliott Wakefield Wislar ControlCeoUnder 5%2021
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Frequently asked questions

How much does Clearbrook Investment Consulting LLC manage?

Clearbrook Investment Consulting LLC reports $470.1 million 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

Address21 West 46th Street, Suite 1507, New York, NY 10036
Phone212 359-0290
Fax212 359-0291
Office hours9:00A - 5:00P
SEC regionNew York Regional Office (NYRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$470.1M
Non-discretionary$0
Total (RAUM)$470.1M