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Clearbrook
Clearbrook was founded in 1982 and grew from the Shields family's institutional investment consulting enterprise under Cornelius Shields Sr. The platform later...
Clearbrook
Clearbrook was founded in 1982 and grew from the Shields family's institutional investment consulting enterprise under Cornelius Shields Sr. The platform later consolidated into its current form and continues to serve wealthy families alongside institutional clients. Elliott Wislar has served as CEO through this evolution. The firm allocates across hedge funds, private equity, real estate and venture strategies. It structures mandates through direct co-investments, SPVs and fund-of-funds vehicles. Confirmed holdings include the Rose Affordable Housing Preservation Fund V REIT and Hancock Timberland IX. The firm partnered with LG Electronics on a $100M strategic investment fund and with AG-Tech on a battery energy storage project in Kazakhstan. Activity spans North America, Europe, Asia and South America. Clearbrook maintains additional offices in Seoul, Oslo and Kuala Lumpur. The team includes members of the Investment Committee and Corporate Group. February 2026: Named Michael J. Caputo as Chief Financial Officer. The firm also supports The Winston Foundation Inc. and maintains ties to the Manhattan Yacht Club through Elliott Wislar. Clearbrook operates with an independent advisory model that separates it from affiliated asset managers. It delivers discretionary OCIO services while preserving client-specific policy oversight. This structure allows the firm to act as an extension of internal staff for organizations lacking dedicated investment resources.
General information
Firm type
Multi Family Office
Year founded
1982
Location
Region
North America
Country
United States
City
New York
Corporate office
21 W 46th St Suite 1507, New York NY 10036, United States
Additional offices
Seoul, South Korea · Oslo, Norway · Kuala Lumpur, Malaysia
Principals
Elliott Wislar
CEO
Michael J. Caputo
Chief Financial Officer
Allison Daly
Corporate Team
Jon Chesshire
Investment Committee
Sector focus
Frequently asked questions
Who runs investment decisions at Clearbrook?
Elliott Wislar serves as CEO. The Investment Committee, which includes Jon Chesshire, Harold Sharon and Eric J. Blasberg, evaluates and approves opportunities across venture, private equity and infrastructure strategies.
How does Clearbrook source proprietary deal flow?
The firm leverages its global chairs council and relationships in Central Asia and Southeast Asia. Partnerships such as the LG Electronics strategic fund and AG-Tech battery project illustrate direct sourcing channels.
Is Clearbrook structured as a single family office or does it operate more like a venture firm?
Clearbrook functions as a multi-family office. It offers discretionary OCIO mandates and advisory solutions to multiple families and institutions rather than managing a single family's capital exclusively.
Does Clearbrook participate in fund commitments or only direct deals?
The firm uses both approaches. It commits to funds and also executes direct co-investments and SPVs, including positions in real estate REITs and timberland vehicles.
What investment stages does Clearbrook typically target?
The firm targets early-stage opportunities alongside later-stage private equity and real asset investments. Its confirmed technology focus includes AI/ML applications within those stages.
Where does the underlying wealth come from?
The firm originated from the Shields family's institutional consulting business established by Cornelius Shields Sr. It now serves additional families and institutions beyond that founding lineage.
Does Clearbrook maintain philanthropic structures, and how are they separated?
The firm supports The Winston Foundation Inc. Philanthropic and mission-related investing appears as one of its confirmed investment types, kept distinct from core advisory mandates.
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
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