Clearbrook Partners LLC is a large advisory firm based in Princeton. It manages $255 million of regulatory assets for 21 client accounts. It has been registered with the SEC as an adviser since 2008 and has operated in the jurisdiction of New Jersey.
Clearbrook Partners provides portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, and pension consulting services. 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 Partners LLC is $255 million. The company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Clearbrook Partners LLC for their services and products based on a percentage of assets under management and fixed fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
Thomas John Sowanick has served as the Chief Investment Officer since 1 Jul 2008. Gerrit F. Besselaar joined the executive team most recently as the Co President.
The principal office where Clearbrook Partners LLC performs its advisory services is located at 47 Hulfish Street, Princeton, NJ 08542, 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 609-986-1001 or by fax 609-921-1731. The normal business hours are 8:30 am -5:30 pm on Monday - Friday. You can find more information about the New York firm at www.shieldsprivateclient.com.