Clearbrook Investment Solutions LLC
Clearbrook Investment Solutions LLC is an SEC-registered ria in New York, NY with $149.9M assets under management (AUM, regulatory AUM), +0% over one year. See who owns Clearbrook Investment Solutions LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 155607, SEC 801-72086, data through 2026-03-31.
- AUM (assets under management / regulatory AUM)
- $149.9M (2026-03-31)
- Firm type
- Ria
- Location
- New York, NY
- Employees
- 9
- Clients
- 48
- CRD
- 155607
- Ownership
- CLEARBROOK GLOBAL ADVISORS LLC; WISLAR, ELLIOTT, WAKEFIELD; WEISS, FREDERICK, WILLIAM; GILMORE, WALTER, ALAN; MORRIS, JOHN, LOGAN
How much AUM does Clearbrook Investment Solutions LLC have?
Clearbrook Investment Solutions LLC reported $149.9M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-31).
Who owns Clearbrook Investment Solutions LLC?
Disclosed owners and executives of Clearbrook Investment Solutions LLC include CLEARBROOK GLOBAL ADVISORS LLC, WISLAR, ELLIOTT, WAKEFIELD, WEISS, FREDERICK, WILLIAM, GILMORE, WALTER, ALAN, MORRIS, JOHN, LOGAN. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.