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RIA / WealthRegistered adviserasset managerSEC registeredRAUM under $100M

CBF ADVISORS, LLC

CRD 134079

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:e8ef2e4c-ab38-3bb9-1fe4-20330c6a8f49

Data as of Mar 31, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 10:52 PM UTC and rebuilt at most every 15 minutes.

Relationships: 20
Dated events: 9
On other graphs: 2
Observed: Aug 6, 2019 to Mar 31, 2026
20 observations

Across DFX

same identity by shared identifier, citation, or a bridge measured by hand

Private Equityidentity

CBF Advisors, LLC

Private equity manager · shared crd

Venture Capitalidentity

CBF Advisors, LLC

Venture manager · shared crd

Facts

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

Firm class: asset managerderivedprivate_client_share=0.0 fund_share=1.0 institutional_share=0.0 related_bd=false related_bank=false bd_reps=0.0
Regulatory AUM: $46.6MItem 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: $46.6M
Private client RAUM: $0derivedItem 5.D individuals plus high net worth individuals
Private client share: 0%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 0
Employees: 8
Advisory employees: 5
Offices: 0Schedule D 1.F, beyond the principal office
Accounts: 1
Individual clients: 0
High net worth clients: 0
Private funds: 2Schedule D 7.B(1)
Custody, client assets: $42.6M
Relying advisers: 1
SEC number: 801-117294
CRD: 134079
Filings on the tape: 20
First filed: Aug 6, 2019
Latest filed: Mar 31, 2026
Organised: Limited Liability Company, DE
Website: clearbrookglobal.com

Private funds

Schedule D 7.B(1); gross asset value as reported, never fund size; reporting ends 2024-12-31

Fund	Type	Reported GAV	As of	Owners	First reported	Status	Form D file
NOVA PRIME FUND I ,LP	Venture Capital Fund	$45.5M	Dec 6, 2024	10	Sep 13, 2023	reported	021-1986128
CLEARBROOK GLOBAL MULTI-STRATEGY FUND, LLC	Hedge Fund	$41.4M	Dec 6, 2024	6	Mar 28, 2012	reported	021-163825
CLEARBROOK INNOVATION FUND LP	Private Equity Fund	$0	Jan 10, 2024	0	Mar 31, 2023	reported	n/a

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
CLEARBROOK LLC	Member	E	yes	10/2010	Aug 6, 2019	Dec 6, 2024
CLEARBROOK HOLDINGS LLC	Member	D	yes	10/2017	Aug 6, 2019	Dec 6, 2024
GILMORE, WALTER, ALAN	Cco	Na	yes	01/2022	Aug 6, 2019	Dec 6, 2024
WISLAR, ELLIOTT, WAKEFIELD	ELECTED MANAGER	F	yes	10/2010	Aug 6, 2019	Dec 6, 2024
WISLAR, ELLIOTT, WAKEFIELD	Ceo	Na	yes	10/2021	Aug 6, 2019	Dec 6, 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
CLEARBROOK INVESTMENT SOLUTIONS LLC	n/a	Independent wealth	$150M	N	yes	n/a
NOVAPRIME VENTURES GP, LLC	n/a	n/a	n/a	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	Private funds	Fund GAV
2025	Mar 31, 2026	$46.6M	$46.6M	8	5	2	n/a
2024	Apr 1, 2025	$46.6M	$46.6M	8	5	2	n/a
2023	Mar 30, 2024	$41.4M	$41.4M	8	5	2	$86.9M
2022	Mar 31, 2023	$38.8M	$38.8M	8	5	2	$38.8M
2021	Mar 23, 2022	$42.6M	$42.6M	8	5	1	$42.6M
2020	Mar 31, 2021	$56.8M	$56.8M	8	2	1	$56.8M
2019	Mar 4, 2020	$55.4M	$55.4M	6	3	1	$55.4M

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	$46.6M	$46.6M	0.0%	$38.8M	6.3%	8	8	0	0

Relationships

Affiliated with (6)

→ CLEARBROOK INVESTMENT CONSULTING LLCRegistered adviserother investment adviser, common control
factForm ADV
→ CLEARBROOK INVESTMENT SOLUTIONS LLCRegistered adviserother investment adviser, common control
factForm ADV
← CLEARBROOK INVESTMENT CONSULTING LLCRegistered adviserother investment adviser, bank, common control
factForm ADV
← CLEARBROOK INVESTMENT SOLUTIONS LLCRegistered adviserother investment adviser, bank, common control
factForm ADV
← CLEARVEST ADVISERS, LLCRegistered adviserother investment adviser, common control
factForm ADV
← CLEARVEST, LLCRegistered adviserother investment adviser, common control
factForm ADV

Advises (3)

→ CLEARBROOK GLOBAL MULTI-STRATEGY FUND, LLCPrivate fundHedge Fund, IA
Mar 28, 2012 to presentfactForm ADV
→ NOVA PRIME FUND I ,LPPrivate fundVenture Capital Fund, IA
Sep 13, 2023 to presentfactForm ADV
→ CLEARBROOK INNOVATION FUND LPPrivate fundPrivate Equity Fund, IA
Mar 31, 2023 to presentfactForm ADV

Controls (3)

← WISLAR, ELLIOTT, WAKEFIELDOwnerELECTED MANAGER, ownership code F, individual
Aug 6, 2019 to Dec 6, 2024factForm ADV
← GILMORE, WALTER, ALANOwnerCCO, ownership code NA, individual
Aug 6, 2019 to Dec 6, 2024factForm ADV
← CLEARBROOK LLCOwnerMEMBER, ownership code E, domestic entity
Aug 6, 2019 to Dec 6, 2024factForm ADV

Registered with (6)

← JONATHAN MOORE CHESSHIREAdvisorregistration: previous registration
Mar 18, 2010 to Sep 4, 2018factForm ADV
← John Logan MorrisAdvisorregistration: previous registration
Sep 19, 2005 to Apr 28, 2011factForm ADV
← ALISON ELIZABETH BURKETTAdvisorregistration: previous registration
Jan 31, 2011 to Apr 28, 2011factForm ADV
← GEORGE CORDELL EASTERAdvisorregistration: previous registration
Mar 31, 2006 to Oct 9, 2009factForm ADV
← JOHN SMITH SWARTSAdvisorregistration: previous registration
Oct 4, 2005 to Feb 24, 2009factForm ADV
← CHRISTOPHER BARRY ROYAdvisorregistration: previous registration
Jun 27, 2006 to Oct 24, 2006factForm ADV

Dated events

Occurred
Nov 25, 2024
Control person left
Deforrest James Bishop (Elected Manager) no longer on Schedule A of Cbf Advisors, Llc (listed 2024-03-30, absent 2024-11-25)
Form ADVobserved 4 days ago
Occurred
Jan 13, 2022
Control person left
Joseph Adam Ellenbogen (Cco) no longer on Schedule A of Cbf Advisors, Llc (listed 2021-10-22, absent 2022-01-13)
Form ADVobserved 4 days ago
Occurred
Jan 13, 2022
Control person joined
Alan Walter Gilmore (Cco) appeared on Schedule A of Cbf Advisors, Llc
Form ADVobserved 4 days ago
Occurred
Oct 22, 2021
Control person left
Chan Timothy Ng (Managing Director And Investment Committee Member) no longer on Schedule A of Cbf Advisors, Llc (listed 2021-08-05, absent 2021-10-22)
Form ADVobserved 4 days ago
Occurred
Aug 5, 2021
Control person joined
Joseph Adam Ellenbogen (Cco) appeared on Schedule A of Cbf Advisors, Llc
Form ADVobserved 4 days ago
Occurred
Aug 5, 2021
Control person left
Alan Walter Gilmore (Chief Compliance Officer) no longer on Schedule A of Cbf Advisors, Llc (listed 2021-03-31, absent 2021-08-05)
Form ADVobserved 4 days ago
Occurred
Mar 31, 2021
Control person joined
Chan Timothy Ng (Managing Director And Investment Committee Member) appeared on Schedule A of Cbf Advisors, Llc
Form ADVobserved 4 days ago
Occurred
Mar 31, 2021
Control person left
Michael Evan Smallwood (Supervisor / Operations Manager) no longer on Schedule A of Cbf Advisors, Llc (listed 2020-10-21, absent 2021-03-31)
Form ADVobserved 4 days ago
Occurred
Aug 6, 2019
First Form ADV filing
Cbf Advisors, Llc filed its initial SEC registration (Form ADV)
Form ADVobserved 4 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:e8ef2e4c-ab38-3bb9-1fe4-20330c6a8f49
First observed: Aug 6, 2019
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.

CBF ADVISORS, LLC

CRD 134079

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:e8ef2e4c-ab38-3bb9-1fe4-20330c6a8f49

Data as of Mar 31, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 10:52 PM UTC and rebuilt at most every 15 minutes.

Fund

Type

Reported GAV

As of

Owners

First reported

Status

Form D file

NOVA PRIME FUND I ,LP

Venture Capital Fund

$45.5M

Dec 6, 2024

Sep 13, 2023

reported

021-1986128

CLEARBROOK GLOBAL MULTI-STRATEGY FUND, LLC

Hedge Fund

$41.4M

Dec 6, 2024

Mar 28, 2012

reported

021-163825

CLEARBROOK INNOVATION FUND LP

Private Equity Fund

Jan 10, 2024

Mar 31, 2023

reported

n/a

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

CLEARBROOK LLC

Member

yes

10/2010

Aug 6, 2019

Dec 6, 2024

CLEARBROOK HOLDINGS LLC

Member

yes

10/2017

Aug 6, 2019

Dec 6, 2024

GILMORE, WALTER, ALAN

Cco

yes

01/2022

Aug 6, 2019

Dec 6, 2024

WISLAR, ELLIOTT, WAKEFIELD

ELECTED MANAGER

yes

10/2010

Aug 6, 2019

Dec 6, 2024

WISLAR, ELLIOTT, WAKEFIELD

Ceo

yes

10/2021

Aug 6, 2019

Dec 6, 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

CLEARBROOK INVESTMENT SOLUTIONS LLC

n/a

Independent wealth

$150M

yes

n/a

NOVAPRIME VENTURES GP, LLC

n/a

yes

n/a

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Mar 31, 2026

$46.6M

n/a

2024

Apr 1, 2025

$46.6M

n/a

2023

Mar 30, 2024

$41.4M

$86.9M

2022

Mar 31, 2023

$38.8M

2021

Mar 23, 2022

$42.6M

2020

Mar 31, 2021

$56.8M

2019

Mar 4, 2020

$55.4M

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2025

$46.6M

0.0%

$38.8M

6.3%