| 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 |
Clearbrook Investment Solutions LLC reports $149.9 million in regulatory assets under management on its Form ADV.
Clearbrook Investment Solutions LLC reports 9 employees.
Clearbrook Investment Solutions LLC is based in New York, NY and has been SEC-registered since 2011.
Clearbrook Investment Solutions LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| 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 |
| Discretionary | $149.9M |
| Non-discretionary | $0 |
| Total (RAUM) | $149.9M |