CRD: 155607
Clearbrook Investment Solutions LLC
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Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company ยท Comerica Bank
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- Established Date
- 01-10-2011
- Office Locations
- 2
Office Locations
About Clearbrook Investment Solutions LLC
Clearbrook Investment Solutions is a New York-based investment firm serving retail and institutional clients. It acts as an extension of clients' investment staff through advisory solutions, applies beyond-the-box return thinking, and sources under-the-radar capital opportunities to support diversification and return goals. Portfolios commonly use ETFs and public funds, and the firm publishes weekly market commentary and research.
Reported data analysis
What the numbers show
Reported AUM was unchanged at $149.9M between March 31, 2025 and March 31, 2026.
Across 5 reported observations, AUM decreased 75.8% between September 9, 2022 and March 31, 2026, from $620.2M to $149.9M.
Of the latest reported AUM, 100.0% is discretionary and 0.0% is non-discretionary.
The firm reports 5 advisory representatives and 48 clients, or 9.6 clients per representative. That equates to $3.1M in reported AUM per client.
The profile lists 2 reported office locations and 15 years in operation. The source data was last updated on March 31, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Asset Classes
- Custodian
- Investment Themes
- Investment Vehicles
- Services
- Technology
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Owner & Executives
ERIC JOHN BLASBERG
INVESTMENT COMMITTEE MEMBER, MANAGING DIRECTOR
- CRD
- --
- Ownership
- Less than 5%
JONATHAN MOORE CHESSHIRE
Chief Compliance Officer, INVESTMENT COMMITTEE MEMBER, MANAGING DIRECTOR, Managing Member
- CRD
- #4695441
- Ownership
- Less than 5%
Showing 2 of 5 owners & executives
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MICHAEL JAY HUXLEY
Managing Director
- CRD
- #2270121
Showing 1 of 6 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $149,860,823 | $1,946,244 |
| Non-Discretionary | $0 | -- |
| Total | $149,860,823 | $1,946,244 |
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Separately Managed Accounts
SMA allocation detail is available
Clearbrook Investment Solutions LLC has reported separately managed account data across 6 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.