CLEARBROOK INVESTMENT CONSULTING LLC

Overview

Clearbrook Investment Consulting LLC functions as an independent registered investment adviser that acts primarily as a capital allocator for institutional clients. The firm focuses on separate account management and advisory mandates rather than mass retail relationships, offering portfolio construction, manager selection and pension consulting-style services. Investment activity shows a strong tilt toward liquid public equities combined with significant allocations to external alternative managers. The firm reports being an active ESG investor, suggesting ESG factors are integrated into manager selection and portfolio construction where appropriate. Advisory services cover discretionary and non-discretionary portfolio management for both individuals/small businesses and larger business or institutional clients, along with selection of other advisers. Fee arrangements include percentage-of-assets, fixed fees and other structures, allowing flexibility across bespoke institutional mandates.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices