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Reading the graph
CRD 108253
NEW YORK, NY
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
| Advisor | Designations | Branch | Years here | In industry | Prior firms | Dual registered |
|---|---|---|---|---|---|---|
| NATASHA BLAGOJE KOPRIVICA | n/a | NEW YORK, NY | Providence, RI | 2 | 13 | n/a | yes |
| 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 LLC | Member | E | yes | 10/2010 | Dec 26, 2017 | Nov 25, 2024 |
| CLEARBROOK HOLDINGS LLC | Member | D | yes | 10/2017 | Dec 26, 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 28, 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 28, 2012 | Nov 25, 2024 |
| WISLAR, ELLIOTT, WAKEFIELD | ELECTED MANAGER | F | yes | 10/2010 | Mar 28, 2012 | Nov 25, 2024 |
| Related person | Type | Class on the graph | Its RAUM | Control | Common control | State |
|---|---|---|---|---|---|---|
| CLEARBROOK INVESTMENT SOLUTIONS LLC | n/a | Independent wealth | $150M | N | yes | n/a |
| CBF ADVISORS, LLC | n/a | Asset manager | $46.6M | N | yes | n/a |
| Fiscal year | Filed | RAUM | Discretionary | Employees | Advisory staff | Offices | Private funds | Fund GAV |
|---|---|---|---|---|---|---|---|---|
| 2025 | Mar 31, 2026 | $14B | $555M | 10 | 6 | 0 | n/a | n/a |
| 2024 | Mar 31, 2025 | $470M | $470M | 10 | 6 | 0 | n/a | n/a |
| 2023 | Mar 30, 2024 | $370M | $370M | 12 | 6 | 0 | n/a | n/a |
| 2022 | May 1, 2023 | $465M | $465M | 16 | 8 | 0 | n/a | n/a |
| 2021 | Mar 31, 2022 | $480M | $480M | 16 | 8 | 0 | n/a | n/a |
| 2020 | Mar 31, 2021 | $372M | $372M | 16 | 10 | 0 | n/a | n/a |
| 2019 | Mar 30, 2020 | $615M | $615M | 15 | 12 | 1 | n/a | n/a |
| 2018 | Mar 29, 2019 | $545M | $545M | 18 | 12 | 1 | n/a | n/a |
| 2017 | Mar 30, 2018 | $586M | $218M | 20 | 12 | 1 | n/a | n/a |
| 2016 | Mar 29, 2017 | $560M | $197M | 21 | 14 | n/a | n/a | n/a |
| 2015 | Mar 7, 2016 | $536M | $191M | 21 | 14 | n/a | n/a | n/a |
| 2014 | Mar 30, 2015 | $546M | $195M | 21 | 14 | n/a | n/a | n/a |
| 2013 | Mar 18, 2014 | $298M | $0 | 21 | 14 | n/a | n/a | n/a |
| 2012 | Mar 19, 2013 | $363M | $66.8M | 14 | 12 | n/a | n/a | n/a |
| 2011 | Mar 28, 2012 | $315M | $54.3M | n/a | n/a | n/a | n/a | 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 | 0 | 0.0% | 0 | 0 | 0 | 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 | $14B | $470M | 2818.3% | $465M | 209.0% | 10 | 10 | 0 | 0 |