CLEARBROOK INVESTMENT MANAGEMENT, LLC

CLEARBROOK INVESTMENT MANAGEMENT, LLC is an SEC-registered investment adviser (CRD 170057). Regulatory assets under management: $23.8M.

Registration

• CRD: 170057
• Type: Registered investment adviser
• Phone: 909-353-3712
• Latest filing: 2026-01-10
• Regulatory AUM: $23.8M
• Discretionary AUM: $23.2M
• Non-discretionary AUM: $628K
• Clients: 3
• Accounts: 174

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, High net worth.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 170057 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search