CLEARBROOK INVESTMENT SOLUTIONS LLC

Overview

Clearbrook Investment Solutions LLC is an SEC‑registered investment adviser organized as an LLC and operating as a capital allocator for both high‑net‑worth individuals and institutional clients. The firm’s advisory activity centers on discretionary portfolio management for individuals, small businesses and institutions, and it also selects third‑party managers and publishes client communications. Clearbrook is not positioned as an ESG‑focused manager, and its stated preference is equity exposure as the primary building block of client portfolios. Investment implementation emphasizes a mix of exchange‑traded equities and pooled vehicles, supported by intentional allocations to third‑party alternative managers. Fee arrangements combine percentage‑of‑AUM billing with fixed‑fee engagements, reflecting flexibility for both traditional wealth clients and institutional mandates. The firm’s practice of selecting other advisers and allocating to external alternative managers signals a multi‑manager approach rather than relying solely on in‑house strategy development.

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Public Holdings

Investments & Alternatives

Location & Offices