# Clearbrook Investment Consulting LLC

> Clearbrook Investment Consulting LLC is an SEC-registered investment advisory firm in New York, NY, registered since 1999, reporting over $5 billion in regulatory assets under management in its Form ADV filing dated March 31, 2026.

- CRD: 108253
- Filed as: CLEARBROOK INVESTMENT CONSULTING LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: New York, NY
- Filing period: October 2026
- Form ADV filing dated: March 31, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/108253
- AdvisorCensus page: https://advisorcensus.com/firm/clearbrook-investment-consulting-llc-new-york-ny-108253

## Quick answers

**How is Clearbrook Investment Consulting LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Clearbrook Investment Consulting LLC reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees); other. The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Clearbrook Investment Consulting LLC located?**
Clearbrook Investment Consulting LLC's principal office is in New York, NY, according to its Form ADV.

**Is Clearbrook Investment Consulting LLC registered with the SEC or a state?**
Clearbrook Investment Consulting LLC is an SEC-registered investment advisory firm, registered since 1999. Status as filed: Approved. CRD 108253.

**How much does Clearbrook Investment Consulting LLC manage?**
Clearbrook Investment Consulting LLC reports $13,719,492,092 in regulatory assets under management in its Form ADV filing dated March 31, 2026 (4% discretionary).

**How have Clearbrook Investment Consulting LLC's assets and staff changed since 2021?**
In the Form ADV data for Clearbrook Investment Consulting LLC: Regulatory assets under management: $371,898,259 in the October 2021 data and $13,719,492,092 in the October 2026 data, up 3589%. Total employees: 16 in October 2021 and 10 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Clearbrook Investment Consulting LLC serve?**
By number of clients on Form ADV Item 5.D: state or municipal government entities (including government pension plans) (1).

**Which custodians does Clearbrook Investment Consulting LLC use?**
Clearbrook Investment Consulting LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists BNY Mellon Capital Markets, LLC and J.P. Morgan Securities LLC as custodians holding 10% or more of its separately managed account assets.

**Does Clearbrook Investment Consulting LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/108253

**What changed in Clearbrook Investment Consulting LLC's recent Form ADV filings?**
In the April 2026 filing data: Regulatory assets under management went from $470,122,766 to $13,719,492,092 (+2818%).

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Other

### Custodians (Schedule D, Section 5.K(3))
- BNY Mellon Capital Markets, LLC
- J.P. Morgan Securities LLC

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $13,719,492,092
- Discretionary: $555,122,766
- Non-discretionary: $13,164,369,326

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 0 | $0 |
| High net worth individuals | 0 | $0 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles (other than investment companies and business development companies) | 0 | $0 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 0 | $0 |
| Charitable organizations | 0 | Not reported |
| State or municipal government entities (including government pension plans) | 1 | $85,000,000 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses not listed above | 0 | Not reported |
| Other | Fewer than 5 | $13,634,492,092 |

### Advisory services (Item 5.G)
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)

### Firm details
- Registered since: 1999 (27 years)
- Employees: 10 total, 6 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: RI, TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- [clearbrookglobal.com](https://clearbrookglobal.com)

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $371,898,259 | 16 | August 5, 2021 |
| October 2022 | $480,000,000 | 16 | September 9, 2022 |
| October 2023 | $464,896,088 | 16 | October 4, 2023 |
| October 2024 | $369,922,726 | 12 | March 30, 2024 |
| October 2025 | $470,122,766 | 10 | March 31, 2025 |
| October 2026 | $13,719,492,092 | 10 | March 31, 2026 |

Regulatory assets under management: $371,898,259 in the October 2021 data and $13,719,492,092 in the October 2026 data, up 3589%.
Total employees: 16 in October 2021 and 10 in October 2026.

## Changes in the filing (last 12 months)

### April 2026
- Regulatory assets under management went from $470,122,766 to $13,719,492,092 (+2818%).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Clearbrook Investment Consulting LLC (CRD 108253): Form ADV filing data as of October 2026.