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Building 2CLEARBROOK INVESTMENT SOLUTIONS LLC

Map pinNEW YORK, NY
Phone212-359-0290
NotebookSEC #801-72086
Total AUM
$149.9M
Employees
9
Clients
48

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
21 WEST 46TH STREET, SUITE 1507
NEW YORK
NY 10036
United States
Operating Hours
9:00 A.M. TO 5:00 P.M.
Monday - Friday
Phone
212-359-0290

ReceiptFinancials

Total AUM
$149.9M
Accounts
77
Discretionary
$149.9M
Accounts
77
Non-Discretionary
$0
Accounts
0

ContactClients

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HNW Individual Clients
36
AUM
$87.1M
Charitable Organization Clients
10
AUM
$56.4M
Corporation or Business Clients
2
AUM
$6.4M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionIndividual Portfolio ManagementInstitutional Portfolio ManagementPublications
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
NJNY

HandshakeAffiliates

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Affiliates
Reported 4 business affiliates.
Claimed Affiliates
Reported as an affiliate by 5 other businesses.

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