CRD: 155607
Clearbrook Investment Solutions LLC
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- Custodian
- Charles Schwab & Company ยท Comerica Bank
- Clients
- Retail and Institutional
- Platforms
- Available
- 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.
Team overview
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Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Services
Technology
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
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| U.S. Government/Agency | Available | Available |
| Cash | Available | Available |
| Municipal Bonds | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Total | Available | Available |
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