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RIA / WealthRegistered adviserindependent wealth managerSEC registeredRAUM 100m 1b

CLEARBROOK INVESTMENT SOLUTIONS LLC

CRD 155607

NEW YORK, NY

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:06c8a329-e0ec-8376-9a3a-dbbd828c4d09

Data as of Mar 31, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 6:12 AM UTC and rebuilt at most every 15 minutes.

Relationships: 20
Dated events: 15
On other graphs: 0
Observed: Mar 13, 2012 to Mar 31, 2026
40 observations

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: independent wealth managerderivedprivate_client_share=0.58 fund_share=0.0 institutional_share=0.38 related_bd=false related_bank=true bd_reps=0.0 bank_owner=false
Regulatory AUM: $150MItem 5.F on the latest filing (2026-03-31); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $150M
Private client RAUM: $87.1MderivedItem 5.D individuals plus high net worth individuals
Private client share: 58%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 3
RAUM per advisor: $50.0Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book
Employees: 9
Advisory employees: 5
Offices: 0Schedule D 1.F, beyond the principal office
Accounts: 77
Individual clients: 0
High net worth clients: 36
SEC number: 801-72086
CRD: 155607
Filings on the tape: 40
First filed: Mar 13, 2012
Latest filed: Mar 31, 2026
Organised: Limited Liability Company, DE
Website: clearbrookglobal.com

Advisors on IAPD

current investment adviser representatives on the IAPD individual feed, longest tenure first

Advisor	Designations	Branch	Years here	In industry	Prior firms	Dual registered
MICHAEL JAY HUXLEY	n/a	NEW YORK, NY	4	23	3	no
FERNANDO NICHOLAS GARIP	n/a	NEW YORK, NY	4	23	2	no
JONATHAN MOORE CHESSHIRE	n/a	NEW YORK, NY \| SOMERS POINT, NJ \| Somers Point, NJ	1	22	2	no

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
BLASBERG, ERIC, JOHN	MANAGING DIRECTOR AND INVESTMENT COMMITTEE MEMBER	Na	yes	01/2020	Mar 31, 2021	Nov 25, 2024
CHESSHIRE, JONATHAN, MOORE	MANAGING DIRECTOR AND INVESTMENT COMMITTEE MEMBER	Na	yes	01/2020	Mar 31, 2021	Nov 25, 2024
CLEARBROOK HOLDINGS LLC	Member	D	yes	10/2017	Oct 12, 2017	Nov 25, 2024
CLEARBROOK LLC	Member	E	yes	10/2010	Oct 12, 2017	Nov 25, 2024
GARIP, FERNANDO, NICHOLAS	MANAGING DIRECTOR AND INVESTMENT COMMITTEE MEMBER	Na	yes	06/2020	Mar 31, 2021	Nov 25, 2024
GILMORE, WALTER, ALAN	Cco	Na	yes	01/2022	Mar 13, 2012	Nov 25, 2024
LEARY, PAUL, CHRISTOPHER	MANAGING DIRECTOR AND INVESTMENT COMMITTEE MEMBER	Na	yes	01/2022	Apr 19, 2022	Nov 25, 2024
WISLAR, ELLIOTT, WAKEFIELD	Ceo	Na	yes	10/2021	Mar 13, 2012	Nov 25, 2024
WISLAR, ELLIOTT, WAKEFIELD	ELECTED MANAGER	F	yes	10/2010	Mar 13, 2012	Nov 25, 2024

Affiliates (Item 7.A)

as filed on Item 7.A; a related person with a CRD on the graph links to its own page

Related person	Type	Class on the graph	Its RAUM	Control	Common control	State
CLEARBROOK INVESTMENT CONSULTING LLC	n/a	Other adviser	$14B	N	yes	n/a
CBF ADVISORS, LLC	n/a	Asset manager	$46.6M	N	yes	n/a

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2025	Mar 31, 2026	$150M	$150M	9	5	0	n/a	n/a
2024	Mar 31, 2025	$150M	$150M	9	5	0	n/a	n/a
2023	Mar 29, 2024	$156M	$156M	11	6	0	n/a	n/a
2022	Mar 31, 2023	$192M	$192M	16	11	0	n/a	n/a
2021	Mar 31, 2022	$620M	$620M	16	11	0	n/a	n/a
2020	Mar 31, 2021	$480M	$480M	16	11	0	n/a	n/a
2019	Mar 10, 2020	$223M	$223M	16	11	1	n/a	n/a
2018	Mar 26, 2019	$176M	$176M	16	11	1	n/a	n/a
2017	Mar 28, 2018	$243M	$243M	20	12	1	n/a	n/a
2016	Mar 29, 2017	$191M	$191M	21	14	n/a	n/a	n/a
2015	Mar 7, 2016	$143M	$143M	21	14	n/a	n/a	n/a
2014	Mar 26, 2015	$100M	$100M	26	15	n/a	n/a	n/a
2013	Mar 18, 2014	$100M	$100M	10	6	n/a	n/a	n/a
2012	Mar 12, 2013	$72.0M	$72.0M	10	6	n/a	n/a	n/a
2011	Mar 13, 2012	$42.4M	$42.4M	n/a	n/a	n/a	n/a	n/a

Advisor flows

derived: registrations beginning and ending at this CRD on IAPD, bulk corporate re-registrations excluded; the rate is departures over IAPD headcount

Joined, 12m	Left, 12m	Net, 12m	Departure rate, 12m	Joined, 90d	Left, 90d	Left, no destination yet	Joined, 36m	Left, 36m
0	0	0	0.0%	0	0	0	0	0

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2025	$150M	$150M	0.0%	$192M	-8.0%	9	9	0	0

Relationships

Affiliated with (7)

→ CLEARBROOK INVESTMENT CONSULTING LLCRegistered adviserother investment adviser, common control
factForm ADV
→ CBF ADVISORS, LLCRegistered adviserother investment adviser, bank, common control
factForm ADV
← CLEARBROOK INVESTMENT CONSULTING LLCRegistered adviserother investment adviser, common control
factForm ADV
← CBF ADVISORS, LLCRegistered adviserother investment adviser, common control
factForm ADV
← SINDIA CAPITAL ADVISERS, LLCRegistered adviserother investment adviser, common control
factForm ADV
← CLEARVEST ADVISERS, LLCRegistered adviserother investment adviser, common control
factForm ADV
← CLEARVEST, LLCRegistered adviserother investment adviser, common control
factForm ADV

Registered with (3)

← JONATHAN MOORE CHESSHIREAdvisorregistration: current employment
Oct 9, 2024 to presentfactForm ADV
← FERNANDO NICHOLAS GARIPAdvisorregistration: previous registration
Oct 18, 2019 to Dec 31, 2021factForm ADV
← MICHAEL JAY HUXLEYAdvisorregistration: current employment
Mar 15, 2022 to presentfactForm ADV

Controls (7)

← WISLAR, ELLIOTT, WAKEFIELDOwnerELECTED MANAGER, ownership code F, individual
Mar 13, 2012 to Nov 25, 2024factForm ADV
← GILMORE, WALTER, ALANOwnerCCO, ownership code NA, individual
Mar 13, 2012 to Nov 25, 2024factForm ADV
← LEARY, PAUL, CHRISTOPHEROwnerMANAGING DIRECTOR AND INVESTMENT COMMITTEE MEMBER, ownership code NA, individual
Apr 19, 2022 to Nov 25, 2024factForm ADV
← BLASBERG, ERIC, JOHNOwnerMANAGING DIRECTOR AND INVESTMENT COMMITTEE MEMBER, ownership code NA, individual
Mar 31, 2021 to Nov 25, 2024factForm ADV
← GARIP, FERNANDO, NICHOLASOwnerMANAGING DIRECTOR AND INVESTMENT COMMITTEE MEMBER, ownership code NA, individual
Mar 31, 2021 to Nov 25, 2024factForm ADV
← CHESSHIRE, JONATHAN, MOOREOwnerMANAGING DIRECTOR AND INVESTMENT COMMITTEE MEMBER, ownership code NA, individual
Mar 31, 2021 to Nov 25, 2024factForm ADV
← CLEARBROOK HOLDINGS LLCOwnerMEMBER, ownership code D, domestic entity
Oct 12, 2017 to Nov 25, 2024factForm ADV

Dated events

Occurred
Nov 25, 2024
Control person left
Deforrest James Bishop (Elected Manager) no longer on Schedule A of Clearbrook Investment Solutions Llc (listed 2024-06-18, absent 2024-11-25)
Form ADVobserved 5 days ago
Occurred
Nov 25, 2024
Control person left
Jane Elisa Mailman (Managing Director And Investment Committee Member) no longer on Schedule A of Clearbrook Investment Solutions Llc (listed 2024-06-18, absent 2024-11-25)
Form ADVobserved 5 days ago
Occurred
Mar 31, 2023
Regulatory AUM changed
Clearbrook Investment Solutions Llc reported RAUM $192.4M, down 69% from $620.2M (2023-01-23 to 2023-03-31)
Form ADVobserved 5 days ago
$-428M
Occurred
Apr 19, 2022
Control person joined
Jane Elisa Mailman (Managing Director And Investment Committee Member) appeared on Schedule A of Clearbrook Investment Solutions Llc
Form ADVobserved 5 days ago
Occurred
Apr 19, 2022
Control person joined
Christopher Paul Leary (Managing Director And Investment Committee Member) appeared on Schedule A of Clearbrook Investment Solutions Llc
Form ADVobserved 5 days ago
Occurred
Mar 31, 2022
Regulatory AUM changed
Clearbrook Investment Solutions Llc reported RAUM $620.2M, up 29% from $479.6M (2022-01-18 to 2022-03-31)
Form ADVobserved 5 days ago
$141M
Occurred
Jan 13, 2022
Control person joined
Alan Walter Gilmore (Cco) appeared on Schedule A of Clearbrook Investment Solutions Llc
Form ADVobserved 5 days ago
Occurred
Jan 13, 2022
Control person left
Joseph Adam Ellenbogen (Cco) no longer on Schedule A of Clearbrook Investment Solutions Llc (listed 2021-10-22, absent 2022-01-13)
Form ADVobserved 5 days ago
Occurred
Oct 22, 2021
Control person left
Chan Timothy Ng (Managing Director And Investment Committee Member) no longer on Schedule A of Clearbrook Investment Solutions Llc (listed 2021-08-05, absent 2021-10-22)
Form ADVobserved 5 days ago
Occurred
Aug 5, 2021
Control person left
Alan Walter Gilmore (Chief Compliance Officer) no longer on Schedule A of Clearbrook Investment Solutions Llc (listed 2021-03-31, absent 2021-08-05)
Form ADVobserved 5 days ago
Occurred
Aug 5, 2021
Control person joined
Joseph Adam Ellenbogen (Cco) appeared on Schedule A of Clearbrook Investment Solutions Llc
Form ADVobserved 5 days ago
Occurred
Mar 31, 2021
Regulatory AUM changed
Clearbrook Investment Solutions Llc reported RAUM $479.6M, up 115% from $222.8M (2021-01-30 to 2021-03-31)
Form ADVobserved 5 days ago
$257M
Occurred
Mar 31, 2021
Control person joined
Nicholas Fernando Garip (Managing Director And Investment Committee Member) appeared on Schedule A of Clearbrook Investment Solutions Llc
Form ADVobserved 5 days ago
Occurred
Mar 31, 2021
Control person joined
Moore Jonathan Chesshire (Managing Director And Investment Committee Member) appeared on Schedule A of Clearbrook Investment Solutions Llc
Form ADVobserved 5 days ago
Occurred
Mar 31, 2021
Control person joined
John Eric Blasberg (Managing Director And Investment Committee Member) appeared on Schedule A of Clearbrook Investment Solutions Llc
Form ADVobserved 5 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:06c8a329-e0ec-8376-9a3a-dbbd828c4d09
First observed: Mar 13, 2012
Last observed: Mar 31, 2026 5 months ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

CLEARBROOK INVESTMENT SOLUTIONS LLC

CRD 155607

NEW YORK, NY

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:06c8a329-e0ec-8376-9a3a-dbbd828c4d09

Data as of Mar 31, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 6:12 AM UTC and rebuilt at most every 15 minutes.

Advisor

Designations

Branch

Years here

In industry

Prior firms

Dual registered

MICHAEL JAY HUXLEY

n/a

NEW YORK, NY

FERNANDO NICHOLAS GARIP

n/a

NEW YORK, NY

JONATHAN MOORE CHESSHIRE

n/a

NEW YORK, NY | SOMERS POINT, NJ | Somers Point, NJ

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

BLASBERG, ERIC, JOHN

MANAGING DIRECTOR AND INVESTMENT COMMITTEE MEMBER

yes

01/2020

Mar 31, 2021

Nov 25, 2024

CHESSHIRE, JONATHAN, MOORE

MANAGING DIRECTOR AND INVESTMENT COMMITTEE MEMBER

yes

01/2020

Mar 31, 2021

Nov 25, 2024

CLEARBROOK HOLDINGS LLC

Member

yes

10/2017

Oct 12, 2017

Nov 25, 2024

CLEARBROOK LLC

Member

yes

10/2010

Oct 12, 2017

Nov 25, 2024

GARIP, FERNANDO, NICHOLAS

MANAGING DIRECTOR AND INVESTMENT COMMITTEE MEMBER

yes

06/2020

Mar 31, 2021

Nov 25, 2024

GILMORE, WALTER, ALAN

Cco

yes

01/2022

Mar 13, 2012

Nov 25, 2024

LEARY, PAUL, CHRISTOPHER

MANAGING DIRECTOR AND INVESTMENT COMMITTEE MEMBER

yes

01/2022

Apr 19, 2022

Nov 25, 2024

WISLAR, ELLIOTT, WAKEFIELD

Ceo

yes

10/2021

Mar 13, 2012

Nov 25, 2024

WISLAR, ELLIOTT, WAKEFIELD

ELECTED MANAGER

yes

10/2010

Mar 13, 2012

Nov 25, 2024

Related person

Type

Class on the graph

Its RAUM

Control

Common control

State

CLEARBROOK INVESTMENT CONSULTING LLC

n/a

Other adviser

$14B

yes

n/a

CBF ADVISORS, LLC

n/a

Asset manager

$46.6M

yes

n/a

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Mar 31, 2026

$150M

n/a

2024

Mar 31, 2025

$150M

n/a

2023

Mar 29, 2024

$156M

n/a

2022

Mar 31, 2023

$192M

n/a

2021

Mar 31, 2022

$620M

n/a

2020

Mar 31, 2021

$480M

n/a

2019

Mar 10, 2020

$223M

n/a

2018

Mar 26, 2019

$176M

n/a

2017

Mar 28, 2018

$243M

n/a

2016

Mar 29, 2017

$191M

n/a

2015

Mar 7, 2016

$143M

n/a

2014

Mar 26, 2015

$100M

n/a

2013

Mar 18, 2014

$100M

n/a

2012

Mar 12, 2013

$72.0M

n/a

2011

Mar 13, 2012

$42.4M

n/a

Joined, 12m

Left, 12m

Net, 12m

Departure rate, 12m

Joined, 90d

Left, 90d

Left, no destination yet

Joined, 36m

Left, 36m

0.0%

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2025

$150M

0.0%

$192M

-8.0%