Clearbrook Investment Consulting LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in New York, NY. Its latest Form ADV filing, dated March 31, 2026, reports $13.7B in regulatory assets under management, 10 employees, and 15 accounts.
Assets Under Management
$13.7B
Employees
10
Offices
--
Total Clients
<5
Primary office
NEW YORK, NY
21 WEST 46TH STREET, SUITE 1507, NEW YORK, NY, United States
Portfolio management for individuals and small businesses
Fee models offered
3 types reported
Asset based fees
Fixed fees
Other fee arrangements
Sources checked May 13, 2026
Client Coverage Demographics
Top client segmentGovernment represent 100.0% of total clients.
Top client categories% of clientsClients
1
Government
100.0%
1
Categories with <5 clients
FAMILY OFFICE<5 clients
State or municipal government entities (including govt. pension plans)<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$13.7Bas of March 31, 2026
Discretionary4.0%
$555M
4% of total RAUM4.0%
Non-discretionary96.0%
$13.2B
96% of total RAUM96.0%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$13.7B
Total Accounts15
10Y AUM Change+$13.2B (+2351.9%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees10
Clients per Employee0:1
10Y Employee Change-11 (-52.4%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.