CLEARBROOK INVESTMENT SOLUTIONS LLC
B63
CRD 155607·SEC 801-72086·NEW YORK, NY
AUM
$149.9M
$100M-$500M
Est. Revenue
$1.5M
@ 1% on AUM
Est. EBITDA
$450K
@ 30% margin
Est. Deal Value
$3.6M
@ 8× EBITDA
Identity
Registrations & legal identity
Economics
AUM trajectory
'20 · $175.7M
'21 · $222.8M
'22 · $479.6M
'23 · $620.2M
'25 · $149.9M
'26 · $149.9M
'20'26
$175.7M → $149.9M▼ -15%
Operations
Advisory staff (5-yr trend)
'20 · 11 advisors
'21 · 11 advisors
'22 · 11 advisors
'23 · 11 advisors
'25 · 5 advisors
'26 · 5 advisors
'20'26
11 advisors → 5 advisors▼ -55%
Branches
—
Custodian & Brokerage
Services offered
Portfolio mgmt — individualsPortfolio mgmt — businessesSelection of other advisersPublication of periodicals
Filings
Compliance
Trademark
—
Additional signalsExpand ▾
Ownership & succession ★
Who controls the firm + pre-computed succession flags
Availability / M&A ★
Already-acquired = skip; deal comps
Web presence ★
Stale website = winding down
Retirement-plan book (Form 5500) ★
401(k)/plan business — cross-sell value
SEC EDGAR
Compliance & brand
All other collected signals (13)
Everything else we've pulled for this record, not yet curated into a section.