← Tributary

CLEARBROOK INVESTMENT CONSULTING LLC

NEW YORK, NY · CRD 108253 · IAPD ↗ · clearbrookglobal.com · 212 359-0290

$13.72BRegulatory AUM
6Advisory reps
10Employees
0Clients
0Planning clients
0Private funds
2States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

85
April 2026 — CLEARBROOK INVESTMENT CONSULTING LLC crossed $1B in regulatory AUM ($470.1M -> $13.72B).
Regulatory AUM crossed $1B. Large-adviser status changes what they need and can afford.
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
63
April 2025 — CLEARBROOK INVESTMENT CONSULTING LLC reported RAUM up 27% ($369.9M -> $470.1M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
53
April 2024 — CLEARBROOK INVESTMENT CONSULTING LLC shrank from 8 to 6 advisory reps.
Advisory representative count fell materially — advisors are moving, or the firm is shrinking.
Recruiting & transitionsM&A & valuation
48
February 2024 — CLEARBROOK INVESTMENT CONSULTING LLC moved its main office from STAMFORD, CT to NEW YORK, NY.
Main office moved to a different city or state.
Office IT & facilitiesMarketing & brand

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.