Individual
EntityCLEARBROOK LLCStatusELECTED MANAGERReported since10/2010OwnershipOther (general partner, trustee, or elected manager)Control personYes
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.
Direct Owners & Executives
Source: Form ADV- Reported since
- 10/2010
- Type
- Domestic entity
- Control person
- Yes
- Ownership
- 75% or more
- Reported since
- 06/2020
- Type
- Individual
- Control person
- Yes
- Ownership
- Less than 5%
- Reported since
- 01/2020
- Type
- Individual
- Control person
- Yes
- Ownership
- Less than 5%
- Reported since
- 01/2020
- Type
- Individual
- Control person
- Yes
- Ownership
- Less than 5%
- Reported since
- 10/2021
- Type
- Individual
- Control person
- Yes
- Ownership
- Less than 5%
- Reported since
- 03/2025
- Type
- Individual
- Control person
- Yes
- Ownership
- Less than 5%
| Name | Title | Reported since | Type | Control person | Ownership |
|---|---|---|---|---|---|
| Clearbrook Llc | Member | 10/2010 | Domestic entity | Yes | 75% or more |
| Fernando Nicholas Garip | Managing Director And Investment Committee Member | 06/2020 | Individual | Yes | Less than 5% |
| Jonathan Moore Chesshire | Managing Director And Investment Committee Member | 01/2020 | Individual | Yes | Less than 5% |
| Eric John Blasberg | Managing Director And Investment Committee Member | 01/2020 | Individual | Yes | Less than 5% |
| Elliott Wakefield Wislar | Ceo | 10/2021 | Individual | Yes | Less than 5% |
| Allison Linick Daly | Senior Director And Chief Compliance Officer | 03/2025 | Individual | Yes | Less than 5% |
Indirect Ownership
Source: Form ADVDomestic entity
EntityCLEARBROOK LLCStatusMEMBERReported since10/2017Ownership50% but less than 75%Control personYes
Owners & Executives
Source: Form ADVFN
Fernando Nicholas Garip
Managing Director And Investment Committee Member
JM
Jonathan Moore Chesshire
Managing Director And Investment Committee Member
EJ
Eric John Blasberg
Managing Director And Investment Committee Member
AL
Allison Linick Daly
Senior Director And Chief Compliance Officer
Names and titles are shown as reported in Form ADV.
Ownership & Governance
Direct owners & executives6
Indirect ownership records2
Regulatory statusSEC registered investment adviser
SEC registration dateSep 10, 1999
CRD number108253