Clearbrook Discretionary Investment Services LLC is a mid-sized advisory firm based in New York. It manages $39.63 million of regulatory assets for 19 client accounts. It has been registered with the SEC as an adviser since 2011.
Clearbrook Discretionary Investment Services provides portfolio management for pooled investment vehicles, portfolio management for businesses and institutional clients, and selection of other advisers. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Clearbrook Discretionary Investment Services LLC is $39.63 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 58% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Clearbrook Discretionary Investment Services LLC for their services and products based on a percentage of assets under management and performance-based fees. The adviser charges an additional fee when a set benchmark is outperformed. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
Thomas Edward Deegan has been acting as President since 1 Jan 2017. Timothy Chan Ng joined the executive team most recently as the Elected Manager.
The principal office where Clearbrook Discretionary Investment Services LLC performs its advisory services is located at 825 3 Rd Avenue, New York, NY 10022, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 212-683-6686 or by fax 212-683-6927. The normal business hours are 9:00a - 5:00p on Monday - Friday.