Clearbrook Investment Consulting LLC
NEW YORK, NY
Form ADV and provider website profile · CRD 108253 · regulatory data as of Mar 31, 2026
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.
$13.7BTotal Firm AUM
$555MDiscretionary AUM
$13.2BNon-discretionary AUM
15Total accounts
2Discretionary accounts
13Non-discretionary accounts
Client Mix by Firm AUM
$13.7BFirm AUM
Other99.4%
Municipalities0.6%
Reported Client Types
Source: Form ADV client recordsOther99.4%
0 clients$13.6B firm assets
Municipalities0.6%
1 clients$85M firm assets
Reported total1 clients
| Client type | Firm assets | Clients | AUM share |
|---|---|---|---|
| Other | $13.6B | 0 | 99.4% |
| Municipalities | $85M | 1 | 0.6% |
| Reported total | $13.7B | 1 | — |
Types of Clients
Official SEC PDFLoading official Form ADV brochure…