CLEARBROOK INVESTMENT SOLUTIONS LLC
CRD #155607 SEC #801-72086 NEW YORK, NY 212-359-0290
SEC Registered
Total AUM
$149.9M
Discretionary
$149.9M
Employees
9
Clients
0
Accounts
77
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $149.9M | $149.9M | $0 | 9 | 0 |
| Nov 2024 | $156M | $156M | $0 | 11 | 0 |
| Jun 2024 | $156M | $156M | $0 | 11 | 0 |
| Mar 2024 | $156M | $156M | $0 | 11 | 0 |
| Jan 2024 | $192.4M | $192.4M | $0 | 16 | 0 |
| Dec 2023 | $192.4M | $192.4M | $0 | 16 | 0 |
| Mar 2023 | $192.4M | $192.4M | $0 | 16 | 0 |
| Jan 2023 | $620.2M | $620.2M | $0 | 16 | 0 |
| Sep 2022 | $620.2M | $620.2M | $0 | 16 | 0 |
| Apr 2022 | $620.2M | $620.2M | $0 | 16 | 0 |
| Mar 2022 | $620.2M | $620.2M | $0 | 16 | 0 |
| Jan 2022 | $479.6M | $479.6M | $0 | 16 | 0 |
| Jan 2022 | $479.6M | $479.6M | $0 | 16 | 0 |
| Oct 2021 | $479.6M | $479.6M | $0 | 16 | 0 |
| Aug 2021 | $479.6M | $479.6M | $0 | 16 | 0 |
| Mar 2021 | $479.6M | $479.6M | $0 | 16 | 0 |
| Jan 2021 | $222.8M | $222.8M | $0 | 16 | 0 |
| Jul 2020 | $222.8M | $222.8M | $0 | 16 | 0 |
| Jun 2020 | $222.8M | $222.8M | $0 | 16 | 0 |
| Mar 2020 | $222.8M | $222.8M | $0 | 16 | 0 |
| Oct 2019 | $175.7M | $175.7M | $0 | 16 | 0 |
| Mar 2019 | $175.7M | $175.7M | $0 | 16 | 0 |
| Nov 2018 | $243.2M | $243.2M | $0 | 20 | 0 |
| Mar 2018 | $243.2M | $243.2M | $0 | 20 | 0 |
| Oct 2017 | $233.1M | $233.1M | $0 | 21 | 0 |
| Mar 2017 | $191M | $191M | $0 | 21 | 1 |
| Oct 2016 | $142.8M | $142.8M | $0 | 21 | 1 |
| Mar 2016 | $142.8M | $142.8M | $0 | 21 | 1 |
| Mar 2016 | $142.8M | $142.8M | $0 | 21 | 1 |
| Mar 2015 | $100M | $100M | $0 | 26 | 1 |
| Jan 2015 | $100M | $100M | $0 | 21 | 1 |
| Mar 2014 | $100M | $100M | $0 | 10 | 1 |
| Jan 2014 | $72M | $72M | $0 | 10 | 1 |
| Mar 2013 | $72M | $72M | $0 | 10 | 1 |
| Sep 2012 | $42.4M | $42.4M | $0 | 1 | 0 |
| Mar 2012 | $42.4M | $42.4M | $0 | 1 | 0 |
DateMar 2025
Total AUM$149.9M
Discretionary$149.9M
Non-Disc.$0
Employees9
Clients0
DateNov 2024
Total AUM$156M
Discretionary$156M
Non-Disc.$0
Employees11
Clients0
DateJun 2024
Total AUM$156M
Discretionary$156M
Non-Disc.$0
Employees11
Clients0
DateMar 2024
Total AUM$156M
Discretionary$156M
Non-Disc.$0
Employees11
Clients0
DateJan 2024
Total AUM$192.4M
Discretionary$192.4M
Non-Disc.$0
Employees16
Clients0
DateDec 2023
Total AUM$192.4M
Discretionary$192.4M
Non-Disc.$0
Employees16
Clients0
DateMar 2023
Total AUM$192.4M
Discretionary$192.4M
Non-Disc.$0
Employees16
Clients0
DateJan 2023
Total AUM$620.2M
Discretionary$620.2M
Non-Disc.$0
Employees16
Clients0
DateSep 2022
Total AUM$620.2M
Discretionary$620.2M
Non-Disc.$0
Employees16
Clients0
DateApr 2022
Total AUM$620.2M
Discretionary$620.2M
Non-Disc.$0
Employees16
Clients0
DateMar 2022
Total AUM$620.2M
Discretionary$620.2M
Non-Disc.$0
Employees16
Clients0
DateJan 2022
Total AUM$479.6M
Discretionary$479.6M
Non-Disc.$0
Employees16
Clients0
DateJan 2022
Total AUM$479.6M
Discretionary$479.6M
Non-Disc.$0
Employees16
Clients0
DateOct 2021
Total AUM$479.6M
Discretionary$479.6M
Non-Disc.$0
Employees16
Clients0
DateAug 2021
Total AUM$479.6M
Discretionary$479.6M
Non-Disc.$0
Employees16
Clients0
DateMar 2021
Total AUM$479.6M
Discretionary$479.6M
Non-Disc.$0
Employees16
Clients0
DateJan 2021
Total AUM$222.8M
Discretionary$222.8M
Non-Disc.$0
Employees16
Clients0
DateJul 2020
Total AUM$222.8M
Discretionary$222.8M
Non-Disc.$0
Employees16
Clients0
DateJun 2020
Total AUM$222.8M
Discretionary$222.8M
Non-Disc.$0
Employees16
Clients0
DateMar 2020
Total AUM$222.8M
Discretionary$222.8M
Non-Disc.$0
Employees16
Clients0
DateOct 2019
Total AUM$175.7M
Discretionary$175.7M
Non-Disc.$0
Employees16
Clients0
DateMar 2019
Total AUM$175.7M
Discretionary$175.7M
Non-Disc.$0
Employees16
Clients0
DateNov 2018
Total AUM$243.2M
Discretionary$243.2M
Non-Disc.$0
Employees20
Clients0
DateMar 2018
Total AUM$243.2M
Discretionary$243.2M
Non-Disc.$0
Employees20
Clients0
DateOct 2017
Total AUM$233.1M
Discretionary$233.1M
Non-Disc.$0
Employees21
Clients0
DateMar 2017
Total AUM$191M
Discretionary$191M
Non-Disc.$0
Employees21
Clients1
DateOct 2016
Total AUM$142.8M
Discretionary$142.8M
Non-Disc.$0
Employees21
Clients1
DateMar 2016
Total AUM$142.8M
Discretionary$142.8M
Non-Disc.$0
Employees21
Clients1
DateMar 2016
Total AUM$142.8M
Discretionary$142.8M
Non-Disc.$0
Employees21
Clients1
DateMar 2015
Total AUM$100M
Discretionary$100M
Non-Disc.$0
Employees26
Clients1
DateJan 2015
Total AUM$100M
Discretionary$100M
Non-Disc.$0
Employees21
Clients1
DateMar 2014
Total AUM$100M
Discretionary$100M
Non-Disc.$0
Employees10
Clients1
DateJan 2014
Total AUM$72M
Discretionary$72M
Non-Disc.$0
Employees10
Clients1
DateMar 2013
Total AUM$72M
Discretionary$72M
Non-Disc.$0
Employees10
Clients1
DateSep 2012
Total AUM$42.4M
Discretionary$42.4M
Non-Disc.$0
Employees1
Clients0
DateMar 2012
Total AUM$42.4M
Discretionary$42.4M
Non-Disc.$0
Employees1
Clients0