DFX Intelligence
Data Factory
Reading the graph
Reading the graph
CRD 333325
SOMERS POINT, NJ
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
| Owner | Title | Ownership code | Control person | Acquired | First seen | Last seen |
|---|---|---|---|---|---|---|
| CHESSHIRE, JONATHAN, MOORE | MANAGING MEMBER AND CCO | D | yes | 09/2024 | Nov 14, 2024 | Nov 25, 2024 |
| Cirulnick, Aaron | Member | C | yes | 11/2024 | Nov 14, 2024 | 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 | N | yes | n/a |
| CLEARBROOK INVESTMENT SOLUTIONS LLC | n/a | Independent wealth | $150M | N | yes | n/a |
| Fiscal year | Filed | RAUM | Discretionary | Employees | Advisory staff | Offices | Private funds | Fund GAV |
|---|---|---|---|---|---|---|---|---|
| 2025 | Mar 30, 2026 | $423M | $37.5M | 1 | 1 | 0 | n/a | n/a |
| 2024 | Apr 15, 2025 | $419M | $419M | 1 | 1 | 0 | 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 | $423M | $419M | 1.0% | n/a | n/a | 1 | 1 | 0 | 0 |