CLEARBROOK INVESTMENT CONSULTING LLC
Adviser information for CLEARBROOK INVESTMENT CONSULTING LLC last updated from Form ADV on March 30th, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.
Advisory Business
Type of Organization | Limited Liability Company |
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Fiscal Year End | DECEMBER |
Legal Location | Delaware, United States |
Employees
Total Number of Employees | 12 |
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Investment Advisory/Research | 6 |
Registered Broker-Dealer Representatives | 1 |
Registered State Investment Advisers | 3 |
Licensed Agents of an Insurance Company | 0 |
No. of Firms/People that Solicit Clients | 0 |
RAUM
Provides Management of Securities Portfolios | Yes |
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Type | Accounts | RAUM |
---|---|---|
Discretionary | 57 | $369.9M |
Non-Discretionary | 0 | $0 |
Total | 57 | $369.9M |
Clients
Type | Number | RAUM |
---|---|---|
Individuals | 0 | $0 |
HNW Individuals | 0 | $0 |
Banking or thrift institutions | 0 | $0 |
Investment companies | 0 | $0 |
Business development companies | 0 | $0 |
Pooled investment vehicles | 0 | $0 |
Pension and profit sharing plans | 0 | $0 |
Charitable organizations | 0 | $0 |
State or municipal gov entities | 0 | $0 |
Other investment advisers | 0 | $0 |
Insurance companies | 0 | $0 |
Sovereign wealth funds and foreign official institutions | 0 | $0 |
Corporations or other businesses | 0 | $0 |
Other | <5 | $369.9M |
Type | Number |
---|---|
No. of Non-RAUM Clients | 0 |
No. of Non-U.S. Clients | 0 |
No. of Financial Planning Clients | 0 |
Services
Advisory Services | Portfolio management for individuals and/or small businessesPortfolio management for businesses or institutional clientsPension consulting servicesSelection of other advisers (including private fund managers) |
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Compensation | % of AUMFixed feesPENSION CONSULTING FEES ON 11.5 BILLON IN AUA |
Identifiers
SEC RIA File Number | 801-56832 |
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SEC ERA File Number | 801-56832 |
SEC CIK Numbers | None |
SEC CRD Numbers | 108253 |
Legal Entity Identifier | None |
Principal Office
21 WEST 46TH STREET, SUITE 1507NEW YORK
NY
United States
Monday - Friday, 9:00A - 5:00P
Tel: 212 359-0290, Fax: 212 359-0291
Websites
Chief Compliance Officer
ALAN GILMORE
CCO
21 WEST 46TH STREET, SUITE 1507
NEW YORK
NY
United States
Tel:
(609) 216-4787
A*******@*********M
(Full email address available in API data)
Industry Affiliates
CBF ADVISORS, LLC | Other investment adviser, including financial plannersCommodity pool operator or commodity trading advisor |
CLEARBROOK INVESTMENT SOLUTIONS LLC | Other investment adviser, including financial planners |
Private Funds
Name | Type | Assets $USD | Min Investment $USD | No. Owners |
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None
Control Persons
Name | Type | Entity | Title | Since | Ownership |
---|---|---|---|---|---|
WISLAR, ELLIOTT, WAKEFIELD | Individual | CLEARBROOK LLC | ELECTED MANAGER | 10/2010 | |
CLEARBROOK LLC | Domestic Entity | – | MEMBER | 10/2010 | > 75% |
BISHOP, JAMES, DEFORREST | Individual | CLEARBROOK LLC | ELECTED MANAGER | 10/2010 | |
CLEARBROOK HOLDINGS LLC | Domestic Entity | CLEARBROOK LLC | MEMBER | 10/2017 | 50-75% |
WISLAR, ELLIOTT, WAKEFIELD | Individual | – | CEO | 10/2021 | < 5% |
GARIP, FERNANDO, NICHOLAS | Individual | – | MANAGING DIRECTOR AND INVESTMENT COMMITTEE MEMBER | 06/2020 | < 5% |
CHESSHIRE, JONATHAN, MOORE | Individual | – | MANAGING DIRECTOR AND INVESTMENT COMMITTEE MEMBER | 01/2020 | < 5% |
BLASBERG, ERIC, JOHN | Individual | – | MANAGING DIRECTOR AND INVESTMENT COMMITTEE MEMBER | 01/2020 | < 5% |
GILMORE, WALTER, ALAN | Individual | – | CCO | 01/2022 | < 5% |
LEARY, PAUL, CHRISTOPHER | Individual | – | MANAGING DIRECTOR AND INVESTMENT COMMITTEE MEMBER | 01/2022 | < 5% |
MAILMAN, ELISA, JANE | Individual | – | MANAGING DIRECTOR AND INVESTMENT COMMITTEE MEMBER | 01/2022 | < 5% |