Overview
Assets Under Management: $150 million
Headquarters: NEW YORK, NY
High-Net-Worth Clients: 36
Average Client Assets: $2.4 million
Frequently Asked Questions
CLEARBROOK INVESTMENT SOLUTIONS LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #155607), CLEARBROOK INVESTMENT SOLUTIONS LLC is subject to fiduciary duty under federal law.
CLEARBROOK INVESTMENT SOLUTIONS LLC is headquartered in NEW YORK, NY.
CLEARBROOK INVESTMENT SOLUTIONS LLC serves 36 high-net-worth clients according to their SEC filing dated March 31, 2026. View client details ↓
According to their SEC Form ADV, CLEARBROOK INVESTMENT SOLUTIONS LLC offers portfolio management for individuals, portfolio management for institutional clients, and selection of other advisors. View all service details ↓
CLEARBROOK INVESTMENT SOLUTIONS LLC manages $150 million in client assets according to their SEC filing dated March 31, 2026.
According to their SEC Form ADV, CLEARBROOK INVESTMENT SOLUTIONS LLC serves high-net-worth individuals and institutional clients. View client details ↓
Services Offered
Services: Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 36
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 58.12%
Average Client Assets: $2.4 million
Total Client Accounts: 77
Discretionary Accounts: 77
Regulatory Filings
CRD Number: 155607
Filing ID: 2089627
Last Filing Date: 2026-03-31 16:11:25