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Clearbrook Investment Consulting LLC logo

Clearbrook Investment Consulting LLC

NEW YORK, NY

Form ADV and provider website profile · CRD 108253 · regulatory data as of Mar 31, 2026

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This profile compiles reported firm AUM, regulatory account counts, ownership information, and source-linked regulatory records for Clearbrook Investment Consulting LLC. Firm-wide values may include business beyond OCIO services; review the linked filing before relying on a claim. How to interpret OCIO Intelligence data.

$13.7BReported Firm AUMReported Firm AUMTotal assets under management reported for the registered advisory firm. This may include businesses beyond its OCIO services.
15Total AccountsTotal AccountsTotal regulatory accounts reported in Form ADV Item 5.F. This is not necessarily the number of OCIO mandates or unique clients.
$555MDiscretionary AUMDiscretionary AUMFirm assets reported as discretionary, where the adviser generally has authority to make investment decisions within the client mandate.
$13.2BNon-discretionary AUMNon-discretionary AUMFirm assets reported as non-discretionary, where the client generally retains final investment decision authority.

Firm Details

Source: OCIO Intelligence record

Registered nameCLEARBROOK INVESTMENT CONSULTING LLC

CRD number108253

Firm foundedNot reported

SEC registration dateSep 10, 1999

Employees10

Advisory professionals6

A firm-founded year is shown only when explicitly stated in the current Item 4 brochure text; SEC registration dates are not treated as founding dates.

Contact & Location

21 WEST 46TH STREET, SUITE 1507, NEW YORK, NY, 10036

212 359-0290

https://www.clearbrookglobal.com/LinkedIn profile

Firm AUM History (USD)

Source: Form ADV
$13.7B

As of Mar 31, 2026

Client Mix by Firm AUM

Source: Form ADV client records
Other99.4%$13.6B
Municipalities0.6%$85M

Percentages and AUM are shown from the same reported Form ADV client-type records.