Clearbrook Investment Consulting Llc
- Regulatory AUM
- $13.7B
- Discretionary
- $555M
- Clients
- 1
- Avg AUM / client
- $13.7B
- Accounts
- 15
- Employees
- 10
AUM over time
Annual snapshots from Form ADV filings · as of Mar 31, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| State or municipal government entities | 1 | $85.0M | 0.62% |
| Other | Fewer than 5 clients | $13.6B | 99.4% |
Retirement plan clients
Plans that reported this firm as an investment service provider on Form 5500 Schedule C.
| Plan | Location | Plan year |
|---|---|---|
| Graphic Communications Int'l Union Local 119 B Ny Printers League Pension Fund Board Of Trustees Graphics Comm. Int'l Union | 2024 |
People (7)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Wislar, Elliott, Wakefield | Elected Manager | Oct 2010 (16y) | Less than 5% | |
| Blasberg, Eric, John | Managing Director And Investment Committee Member | Jan 2020 (7y) | Less than 5% | |
| Jonathan Moore Chesshire | Managing Director And Investment Committee Member | Jan 2020 (7y) | Less than 5% | |
| Fernando Nicholas Garip | Managing Director And Investment Committee Member | Jun 2020 (6y) | Less than 5% | |
| Leary, Paul, Christopher | Managing Director And Investment Committee Member | Jan 2022 (5y) | Less than 5% | |
| Walter Alan Gilmore | Cco | Jan 2022 (5y) | Less than 5% | |
| Natasha Blagoje Koprivica | Registered representative | Oct 2023 (3y) |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Clearbrook Llc | Member | Oct 2010 | A | 75% or more |
| Clearbrook Holdings Llc | Member | Oct 2017 | B | ≈ 37.5% – 75% via Clearbrook Llc |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Estimated effective ownership (look-through of filed bands):
- Clearbrook Holdings Llc: 50% – 75% of Clearbrook Llc × 75% – 100% direct ≈ 37.5% – 75% of the firm
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Retirement plans served (1)
| Plan | Sponsor | Participants | Plan assets | As of |
|---|---|---|---|---|
| Graphic Communications Int'l Union Local 119 B Ny Printers League Pension Fund | Board Of Trustees Graphics Comm. Int'l Union | 22 | $90.5M | 07/01/2024 |
From Form 5500 service-provider disclosures.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/31/2026 | 1.04 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Fixed fees
- • Other fees
- • PENSION CONSULTING FEES ON 13 BILLON IN AUA
Services
- • Portfolio management for individuals/small businesses
- • Portfolio management for businesses/institutional clients
- • Pension consulting services
- • Selection of other advisers
Custody
Reported custodians
- Wells Fargo $214M (36% of AUM) Mar 2019
- J.P. Morgan $195M (1% of AUM) Mar 2026
- BNY Mellon $85.0M (1% of AUM) Mar 2026
- Oppenheimer & Co. Inc. $85.0M (14% of AUM) Jan 2021
- TD Ameritrade $75.0M (12% of AUM) Jan 2021
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports it does not have custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 31, 2026.
View current Form ADV (SEC/IAPD) ↗