Asset manager · New York, NY
Clearbrook Investment Consulting LLC
SEC-registered investment adviser · CRD 108253 · SEC 801-56832
At a glance
Clearbrook Investment Consulting LLC is an SEC-registered investment adviser based in New York, New York, with $13.7 billion in regulatory assets under management as of its Form ADV filed March 31, 2026. Its largest client group by assets is other. By Form ADV it is a asset manager, ranked 443rd of 3,218 asset managers and 1,115th of 17,210 SEC-registered advisers by assets.
Main office 212-359-0290clearbrookglobal.comAs filed on Form ADV
- Regulatory AUM
- $14B
- Rank among asset managers
- #443 of 3,218
- Rank among all SEC RIAs
- #1,115 of 17,210
- Rank in New York
- #304 of 2,591
- Clients
- 1
- Accounts
- 15
- Discretionary
- 4% of AUM
- Employees
- 10
- Advisory staff
- 6
- Offices
- 1
Owners and executives on its Form ADV
- Fernando N. GaripManaging Director and Investment Committee Member
- Jonathan M. ChesshireManaging Director and Investment Committee Member
- Eric J. BlasbergManaging Director and Investment Committee Member
- Elliott W. WislarCEO
- Allison L. DalySenior Director and Chief Compliance Officer
Custody and brokerage
Broker-dealer
Hybrid RIA
Clearbrook Investment Consulting LLC is a hybrid RIA: 1 of its employees are also registered representatives of a broker-dealer.
Form ADV Part 1 doesn’t name an unaffiliated broker-dealer. The firm’s Part 2A brochure (Item 10) and each adviser’s record on the SEC’s adviser search do.
Who it serves
| Client type | Clients | Regulatory AUM | Share |
|---|---|---|---|
| Other | – | $14B | 99% |
| State or municipal government entities | 1 | $85M | <1% |
Disciplinary disclosures
Clearbrook Investment Consulting LLC reports no disciplinary disclosures in Item 11 of Form ADV. Read the details on the SEC’s adviser search ↗
Services
- Portfolio management for individuals and small businesses
- Portfolio management for businesses and institutions
- Pension consulting
- Selecting other advisers
How it’s paid
- A percentage of assets under management
- Fixed fees
- Other
Form ADV and brochures on the SEC’s adviser search ↗clearbrookglobal.com ↗
AtlasMembers
The full record on Clearbrook Investment Consulting LLC
Ten years of SEC filings, its owners and contacts, and how it stacks up against its peers. Atlas members see all of it.
- Assets, accounts, clients and staff, ten years of filings
- Locked
- Growth over one, three and five years
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- Rank against 488 peers of its type and size
- Locked
- Owners and executives, with titles and stakes
- 5 namedLocked
- Main office, fax and compliance officer
- Locked
- Filing changes this year, with alerts
- 1Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Background
Questions
How much does Clearbrook Investment Consulting LLC manage?
Clearbrook Investment Consulting LLC reports $13.7 billion in regulatory assets under management across 15 accounts, 4% of it on a discretionary basis, on its Form ADV filed March 31, 2026.
What kind of firm is Clearbrook Investment Consulting LLC?
Clearbrook Investment Consulting LLC is a asset manager by its Form ADV answers. Most of its assets are managed for funds, institutions or other businesses rather than individuals.
Who are Clearbrook Investment Consulting LLC’s clients?
By assets, its largest client types are other ($13.6 billion); state or municipal government entities ($85 million, 1 clients).
Does Clearbrook Investment Consulting LLC have any disciplinary history?
Clearbrook Investment Consulting LLC reports no disciplinary disclosures in Item 11 of its Form ADV. Check the SEC’s adviser search for the latest record.
Where these numbers come from
Every figure is Clearbrook Investment Consulting LLC’s own answer on its latest Form ADV, from the SEC’s registered-adviser list as of October 1, 2026: regulatory assets and accounts (Item 5.F), clients by type (5.D), employees (5.A and 5.B), compensation (5.E) and services (5.G). Custodians come from Schedule D 5.K(3) of its latest filing (2026-03-31), which lists those holding 10% or more of separately managed account assets and the amount at each. “Hybrid” means some employees are also registered representatives of a broker-dealer (Item 5.B(2)); affiliated broker-dealers are the related persons it lists in Item 7.A and Schedule D. Firm type comes from its own answers: broker-dealer firms are registered broker-dealers themselves (Item 6.A); private fund advisers manage mostly private funds (Item 7.B, 5.D); wealth managers manage at least half their assets for individuals (5.D). Ranks compare it by regulatory assets with every SEC-registered adviser and with firms of its type. Figures are as of the firm’s last annual update, so they can lag recent deals and market moves. Regulatory AUM counts assets the firm continuously supervises and can differ from what a firm markets.
Not an endorsement or a recommendation. Before hiring any adviser, read its Form ADV Part 2A brochure and check its record on the SEC’s adviser search. How to check a financial advisor →