Clearbrook Investment Solutions

Clearbrook Investment Solutions LLC is an SEC-registered investment adviser in New York, NY, registered since 2011. The firm manages approximately $150 million...

Clearbrook Investment Solutions

Clearbrook Investment Solutions LLC is an SEC-registered investment adviser in New York, NY, registered since 2011. The firm manages approximately $150 million in regulatory assets. It has 9 employees and 5 investment advisers.

General information

Firm type

Asset Manager

Location

Region

North America

What does Clearbrook Investment Solutions actually do?

Clearbrook operates as an institutional investment consultant and outsourced chief investment officer (OCIO). The firm designs, implements, and monitors fully customized multi-asset portfolios for pension funds, endowments, foundations, and healthcare organizations. It does not manufacture or sell proprietary investment products.

Is Clearbrook a discretionary or non-discretionary advisor?

Clearbrook offers both models. Under a non-discretionary consulting mandate, the firm recommends investment policy changes and manager hires but the client retains final decision authority. Under an OCIO mandate, Clearbrook assumes discretionary responsibility for implementation, subject to the investment policy statement approved by the client's board.

What types of clients does Clearbrook typically serve?

The firm targets mid-sized institutional asset pools, often those between roughly $50 million and $2 billion, that lack the internal investment staff to run a sophisticated multi-asset program. Typical clients include municipal pension plans, hospital systems, private foundations, and university endowments.

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