Clearbrook Investment Solutions LLC

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Client assets under management

$87,095,312

Clients

100% high-net-worth

Advisors

of 9 employees

Firm type

Supported

1-4 advisors or >$200M in AUM

Clients per advisor

Very Low

Average account size

$2,419,314

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

Portfolio management Selection of other advisers Newsletters or periodicals

Expertise

Wealth management Private / alternative investments Real estate investing

Occupation focus

Founder/Business Owner

Fee options

Fixed

Flat fee pricing may be used with some accounts; fees are negotiated individually and described in client agreements.

Main office location

Clearbrook Investment Solutions LLC

21 West 46 Th Street, Suite 1507

New York NY 10036, United States

Number of offices

Most active in

New Jersey · New York

Disclosures

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:

Insurance agent

They sell insurance products and may earn commissions on those sales.

Bank

They're affiliated with a bank that may offer its own financial products and services.

Trust company

They provide trust and estate administration services, typically for separate fees.

Fund sponsor

They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.

Accountant / CPA / tax prep

They offer tax and accounting services, typically for separate fees.

Lawyer

They provide legal services, typically billed separately.

Real estate agent

They facilitate real estate transactions and may earn commissions.

Other specialized services

They may provide services such as pension consulting or municipal advisory work, typically for separate fees.

Forms ADV

Form ADV Part 2: Client Brochure Form ADV Part 3: Client Relationship

Quick links

Website 212-359-0290

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.

Wealth management Private / alternative investments Real estate investing Founder/Business Owner

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 17 years of industry experience. He holds the Series 65 and Series 66 designations and has worked at M/T Securities since 2013. 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 is part of an affiliated group that collectively advises on significantly larger assets.

Wealth management Private / alternative investments Real estate investing Founder/Business Owner

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.

Wealth management Private / alternative investments Real estate investing Founder/Business Owner

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