Clearbrook Investment Solutions LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$87,095,312
Clients
36
Advisors
3
across 2 offices
About
Clearbrook Investment Solutions (CIS) provides discretionary investment management and outsourced consulting primarily to institutions, family offices and high‑net‑worth individuals, including foundations, pension and profit‑sharing plans, trusts, estates and charitable organizations. The firm offers discretionary outsourced investment services alongside access to non‑discretionary consulting via an affiliate and manages approximately $150 million in client assets.
CIS operates as an outsourced investment team that typically recommends and allocates to third‑party investment managers rather than selecting individual securities, using fundamental, technical and cyclical analysis and manager interviews and on‑site visits. The firm describes a product‑agnostic approach that implements discretionary mandates in line with clients’ investment policy statements and provides monthly oversight with quarterly performance reporting.
Distinctive features include its affiliation with other registered advisers (the brochure identifies Clearbrook Investment Consulting, LLC and CBF Advisors) and the role those affiliates play in providing reporting, performance measurement and research support—an arrangement notable given CIS’s own asset base. The brochure also notes CIS recommends investments that may include interests in commodities and partnership vehicles and issues periodic supplemental reports and marketing materials, and its stated client types do not include non‑high‑net‑worth individual clients.
Client services
Expertise
Occupation focus
Fee options
Flat fee pricing may be used with some accounts; fees are negotiated individually and described in client agreements.
Main office
See office21 West 46th Street, Suite 1507
New York NY 10036
Advisors at this office
2
Offices (2)
Most active in
New Jersey · New York
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Advisors at this firm
Fernando G
Series 65
New York, NY
Clearbrook Investment Solutions LLC
Fernando Garip is a Series 65-licensed financial advisor with 19 years of industry experience. He has worked at Clearbrook Investment Solutions LLC since 2019 and previously held positions at Wilmington Trust and M&T Securities from 2013 to 2019. Clearbrook Investment Solutions LLC provides discretionary investment management and outsourced consulting primarily to institutions, family offices, and high net worth individuals. The firm emphasizes manager selection and asset allocation through fundamental, technical, and cyclical analysis, and operates as part of an affiliated group advising substantially larger assets.
Michael H
Series 65, Series 66
New York, NY
Clearbrook Investment Solutions LLC
Michael Huxley is a financial advisor at Clearbrook Investment Solutions LLC with 18 years of industry experience. He holds Series 65 and Series 66 credentials and has previously worked at M/T Bank, M/T Securities, and TD Wealth Management Services Inc. since 2002. Clearbrook Investment Solutions provides discretionary investment management and outsourced consulting primarily to institutions, family offices, and high-net-worth individuals. The firm employs a product-agnostic approach, typically recommending third-party investment managers and offering ongoing portfolio oversight and quarterly performance reporting.
Jonathan C
Series 65
Somers Point, NJ
Clearbrook Investment Solutions LLC
Jonathan Chesshire is a financial advisor with Clearbrook Investment Solutions LLC, holding a Series 65 designation and 10 years of industry experience. He has been with Clearbrook LLC since 2009 and also worked at Sindia Capital Advisers, LLC starting in 2025. Outside of advising, he serves as president of East Coast Residential Services, a property care company servicing Ocean City, NJ. Clearbrook Investment Solutions LLC provides discretionary investment management and outsourced consulting primarily to institutions, family offices, and high net worth individuals. The firm emphasizes manager selection and asset allocation through fundamental, technical, and cyclical analysis, and offers institutional-style reporting and oversight.
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