CEO · Clearbrook Investment Consulting LLC
Elliott W. Wislar
CRD 1492343 · Named on Form ADV at 3 SEC-registered advisers
At a glance
Clearbrook Investment Consulting LLC, an SEC-registered asset manager based in New York, NY with $13.7 billion in regulatory assets, lists Elliott W. Wislar on its Form ADV as CEO, a control person. The SEC filings also name Elliott at 2 other registered advisers.
Firms and roles
- Clearbrook Investment Consulting LLCCEOAsset manager · New York, NY · $14B in regulatory assets
- Clearbrook Investment Solutions LLCCEOWealth manager · New York, NY · $150M in regulatory assets
- CBF Advisors, LLCCEOPrivate fund adviser · New York, NY · $47M in regulatory assets
AtlasMembers
Elliott’s stakes and control
What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.
- Ownership stake at each firm
- 3 firmsLocked
- Control-person status
- 3 firmsLocked
- When each role began
- Locked
- Each firm’s assets and growth
- Locked
- Search and export owners by title, state and firm size
- Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Colleagues named on the same filings
- Fernando N. GaripManaging Director and Investment Committee Member, Clearbrook Investment Consulting LLC
- Jonathan M. ChesshireManaging Director and Investment Committee Member, Clearbrook Investment Consulting LLC
- Eric J. BlasbergManaging Director and Investment Committee Member, Clearbrook Investment Consulting LLC
- Allison L. DalySenior Director and Chief Compliance Officer, Clearbrook Investment Consulting LLC
Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Elliott’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.