Clearbrook Investment Solutions

Clearbrook Investment Solutions

Clearbrook Investment Solutions functions primarily as an institutional investment consulting firm and outsourced CIO provider serving mid-sized pensions, endowments, foundations, and healthcare systems. The firm does not manage proprietary commingled funds; instead, it constructs and monitors bespoke investment programs across asset classes including public equity, fixed income, private equity, private credit, real estate, and real assets. Client engagements typically begin with an asset-liability study, progress through a formal investment policy statement, and culminate in manager selection, ongoing performance monitoring, and discretionary implementation where the OCIO mandate permits. The firm's research process emphasizes direct manager due diligence and portfolio construction free from the conflicts that arise when a consultant also sells its own products. While specific portfolio holdings are not publicly disclosed by the firm on behalf of clients, Clearbrook's model suggests access to a broad universe of institutional separate account managers, limited partnership interests in private funds, and co-investment opportunities where client size and policy allow. The geographic focus is predominantly North America, with global manager coverage across developed and emerging markets. No verifiable deployment figures or named portfolio companies are available in the public record. No current team size or headcount is publicly available. The firm has not disclosed any recent operational milestones, personnel changes, or office expansions in accessible public filings or press releases. There is no public record of an affiliated philanthropic foundation, separate real-asset arm, or co-investor club attached to the Clearbrook platform. No recent activity could be confirmed from the last 24 months. Clearbrook's structural differentiator lies in its pure advisory posture: as a non-discretionary consultant and OCIO provider without in-house fund products, it sits on the same side of the table as the client in every transaction. This separation of advice from product manufacturing is the architecture that defines the firm's governance. The model aligns Clearbrook with the fiduciary obligations of pension boards and investment committees that require independent oversight rather than a bundled solution.