SourcingSourcing

CLEARBROOK INVESTMENT CONSULTING LLC

C30
CRD 108253·SEC 801-56832·NEW YORK, NY
AUM
$13.72B
$1B+
Est. Revenue
$137.2M
@ 1% on AUM
Est. EBITDA
$41.2M
@ 30% margin
Est. Deal Value
$329.3M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
CLEARBROOK INVESTMENT CONSULTING LLC
CRD
108253
SEC file #
801-56832
EIN
263012830
DBA names
—

Economics

AUM
$13.72B
AUM band
$1B+
AUM trajectory
'20'26
$545.4M → $13.72B▲ +2416%
Client mix
State Or Municipal Govt1

Operations

Employees (total)
10
Advisory staff (per ADV)
6
Advisory staff (5-yr trend)
'20'26
12 advisors → 6 advisors▼ -50%
Primary office
NEW YORK NY
Branches
—

Custodian & Brokerage

Primary custodian
E*Tradelow confidence
Services offered
Portfolio mgmt — individualsPortfolio mgmt — businessesPension consultingSelection of other advisers
Fee basis
% of AUMFixed feesOther Compensation

Filings

Latest ADV filing
03/31/2026
ADV-W filed at
—
Website
clearbrookglobal.com

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
CLEARBROOK LLC
Top Owner Pct
87.5
Top Owner Entity Kind
DE
Owner Count
6
Control Persons
CLEARBROOK LLC
BLASBERG, ERIC, JOHN
Solo Advisor Indicator
No
Succession Risk Solo Owner
No
Is Parent Owned Subsidiary
Yes

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
ok
Rdap Domain
CLEARBROOKGLOBAL.COM
Rdap Domain Creation Date
2010-09-21T16:53:41Z
Rdap Firm Age Years
16
Rdap Firm Age Band
10-20y
Rdap Registrar
Network Solutions, LLC

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
No
Form 5500 Plan Count
2
Form 5500 Total Compensation
44,098
Form 5500 Compensation Trajectory 3y
202634,098
202510,000
Form 5500 Plan Count Trajectory 3y
20251
20261
Schedule C Total Compensation
44,098
Schedule C Service Provider Rows
2

SEC EDGAR

Edgar Cik
0001457320
Edgar Registered
Yes
Edgar Filing Count
52
Edgar First Filing Date
2009-03-04
Edgar Last Filing Date
2026-04-15
Edgar 13f Count
27
Edgar 13f Latest AUM Estimate
Filing Date2026-04-15
Accession0001213900-26-043721
Edgar Former Names
FAITHSHARES ADVISORS LLC

Compliance & brand

Firm Registration Status
active

All other collected signals (16)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
1
Bc Firm Active IA Count
1
Bc Firm IAR Count
1
Custodian Candidates
Full
E*trade4
Bny Mellon2
Jpmorgan2
Edgar Addresses
Mailing
10900 HEFNER POINTE DRIVESUITE 400OKLAHOMA CITY, OK 73120
Business
10900 HEFNER POINTE DRIVESUITE 400OKLAHOMA CITY, OK 73120
Edgar EIN
263012830
Edgar Recent Filings
13F-HR2026-04-15 · 0001213900-26-043721
13F-HR2026-01-14 · 0001213900-26-004218
Firm Has Custody
Yes
Mailing Office Differs
No
Rdap Domain Expiration Date
2027-09-21T16:53:41Z
Rdap Domain Last Changed
2022-09-23T13:11:33Z
Rdap Nameservers
Ns5.worldnic.comNs6.worldnic.com
Rdap Secure Dns Enabled
No
Rdap Status
Client Transfer Prohibited
Trust Company Affiliate
Yes

People (6)

6
BLASBERG, ERIC, JOHN
Executive Officer · 2.5%
3133505
CHESSHIRE, JONATHAN, MOORE
Executive Officer · 2.5%
4695441
Daly, Allison, Linick
Executive Officer · 2.5%
8068564
GARIP, FERNANDO, NICHOLAS
Executive Officer · 2.5%
4589305
WISLAR, ELLIOTT, WAKEFIELD
Executive Officer · 2.5%
1492343
NATASHA BLAGOJE KOPRIVICA
IAR
3053766