Clearbrook Investment Solutions LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$149,860,823
Total clients
36
100% high-net worth
Total advisors
3
of 9 employees
Firm size
Supported
1-3 advisors or $200M+ in AUM
Average clients per advisor
12
Average account size
$4,162,801
About
Clearbrook Investment Solutions (CIS) provides discretionary investment management and outsourced consulting primarily to institutions, family offices and high‑net‑worth individuals, including foundations, pension and profit‑sharing plans, trusts, estates and charitable organizations. The firm offers discretionary outsourced investment services alongside access to non‑discretionary consulting via an affiliate and manages approximately $150 million in client assets.
CIS operates as an outsourced investment team that typically recommends and allocates to third‑party investment managers rather than selecting individual securities, using fundamental, technical and cyclical analysis and manager interviews and on‑site visits. The firm describes a product‑agnostic approach that implements discretionary mandates in line with clients’ investment policy statements and provides monthly oversight with quarterly performance reporting.
Distinctive features include its affiliation with other registered advisers (the brochure identifies Clearbrook Investment Consulting, LLC and CBF Advisors) and the role those affiliates play in providing reporting, performance measurement and research support—an arrangement notable given CIS’s own asset base. The brochure also notes CIS recommends investments that may include interests in commodities and partnership vehicles and issues periodic supplemental reports and marketing materials, and its stated client types do not include non‑high‑net‑worth individual clients.
Client services
Expertise
Occupation focus
Fee options
Flat fee pricing may be used with some accounts; fees are negotiated individually and described in client agreements.
Main office location
Clearbrook Investment Solutions LLC
21 West 46 Th Street, Suite 1507
New York NY 10036, United States
Number of offices
1
Most active in
New Jersey · New York
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Is not active or affiliated with:
-
Insurance agent
They sell insurance products and may earn commissions on those sales.
-
Bank
They're affiliated with a bank that may offer its own financial products and services.
-
Trust company
They provide trust and estate administration services, typically for separate fees.
-
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
-
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
-
Lawyer
They provide legal services, typically billed separately.
-
Real estate agent
They facilitate real estate transactions and may earn commissions.
-
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Not sure where to start?
We'll help you think it through – whether you ultimately need an advisor or not.
Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.
By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")