CLEARBROOK INVESTMENT SOLUTIONS LLC
New York, United States · CRD 155607
SEC-registered investment adviser since 2011 · limited liability company. It files no 13F, so there are no holdings to show.
- Assets managed$149.9m
- Main clients (by assets)High net worth individuals 58%, Charities 38%, Companies 4%
- Websiteclearbrookglobal.com
- Form ADV · 2026-03-31SEC adviser record
- Kindwealth
- Others nearbyNew York, NY
- FamilyCLEARBROOK INVESTMENT CONSULTING LLC · 2 related pages · largest: CLEARBROOK INVESTMENT CONSULTING LLC
As an employer
- Staff (Form ADV)9 · 5 in investment roles
- Offices in1 country