Clearbrook Global Advisors

What Clearbrook Global Advisors does

Clearbrook Global Advisors (operating as Clearbrook, LLC) is a private investment advisory and asset management firm founded in 2004, headquartered in Stamford, CT with offices in New York, Asia, and Europe, and SEC-registered subsidiaries across these regions. The firm manages $13.5 billion in assets under management and serves institutional investors, public and corporate pensions, endowments, foundations, and family offices, providing customized, objectives-driven solutions focused on long-term performance and forward-looking risk management.

The firm's product surface spans three core lines: (1) Advisory Solutions, including its flagship Outsourced Chief Investment Officer (OCIO) offering branded as "OCIO 2.0" focused on alpha generation, plus traditional investment consulting and ESG Solutions integrating environmental, social, and governance factors; (2) Innovative Return Solutions, covering alternative investments such as hedge funds, private equity, private credit, real estate, and structured finance; and (3) Capital Opportunities, offering "off-the-grid" investments and capital formation mandates. Underpinning these is the proprietary "Four Pillars" investment framework (Growth, Valuation, Sentiment, Capital Flows) and a "Best Ideas" investment process designed to ensure every client benefits from the full depth of the firm's intellectual capital. The firm also operates content-driven client engagement channels, including a weekly Investment Committee market commentary, blogs, webinars, and a digital library.

Clearbrook's revenue model is anchored on recurring advisory and asset management fees tied to AUM and OCIO mandates, supplemented by transaction and structuring fees from capital formation activities and specialized ESG/CDFI solutions. In 2025, the firm extended its platform with Clearbrook Energy Solutions, a wholly-owned subsidiary providing global full-stack Battery Energy Storage System (BESS) and Virtual Power Plant (VPP) solutions with project financing capabilities, targeting grid modernization in the U.S. and internationally. The firm is led by founder, Chairman, and CEO Elliott Wislar and a senior team drawn from major institutions including BNY Mellon, Lord Abbett, Warburg Pincus, Credit Suisse, JPMorgan, and Wilmington Trust, and has added a new CFO, Michael J. Caputo, as of February 2026. Distribution is enterprise-led via direct institutional sales, RFP processes, and industry conference participation, with OCIO mandates reported to have doubled over the past year.

Name

Clearbrook Global Advisors

Legal name

Clearbrook, LLC

Website

https://clearbrookglobal.com

Company type

Private

Founded year

2004

Operating status

Operating

Headcount range

11–50 employees

Short description

Clearbrook Global Advisors is a private investment advisory and asset management firm managing $13.5 billion in AUM, providing OCIO, traditional advisory, ESG, and alternative investment solutions to institutional investors, pensions, endowments, foundations, and family offices across North America, Asia, and Europe.

Ownership category

akta.pro rank

Product category

Investment Advisory Services

NAICS

Portfolio Management and Investment Advice (523940), Portfolio Management and Investment Advice (52394)

SIC

Investment Advice (6282)

akta.pro primary industry

Institutional Consulting RIAs (OCIO/Endowments/Foundations/Pensions) (FSAAACAG)

akta.pro secondary industries

Corporate Finance & Capital Advisory (BPAHADAB), Endowment / OCIO-Style Multi-Manager Platforms (FSANAGAG)

Keywords

• Investment advisory services
• Outsourced CIO solutions
• Institutional investment consulting
• Alternative investment management
• ESG investment solutions

Headquarters

HQ city

Boston

HQ country

United States

HQ region

North America

Offices5 records

Markets served

GTM type

B2B

Offering type

Services

Cost components

Personnel, Operations, Marketing or Sales, Technology or R&D, Infrastructure, Others

Revenue model

1. Investment Advisory Fees: Clearbrook generates revenue through advisory fees for investment consulting services including OCIO (Outsourced Chief Investment Officer) mandates, traditional advisory mandates, and portfolio consulting. Services are provided to institutional investors, endowments, foundations, pensions, and family offices.
2. Asset Management Fees: Clearbrook LLC is described as a $13.5 billion asset management firm, suggesting fee-based revenue from AUM management across various investment strategies.
3. Transaction and structuring fees: Revenue from capital formation activities, structured investment mandates, and strategic advisory transactions.
4. ESG Solutions: Specialized ESG investment solutions incorporating CDFIs and impact investing for clients aligning investments with their mission.

Pricing tiers

Go-to-market motion1 record

Distribution channels3 records

Marketing channels6 records

Core offering

Clearbrook Global Advisors provides customized investment advisory and consulting services to institutional investors, family offices, endowments, foundations, pensions, and high-net-worth individuals. Its core offerings include Outsourced Chief Investment Officer (OCIO) mandates, ESG investment solutions, alternative investment research and Innovative Return Solutions, and Capital Opportunities (off-the-grid deal access). The firm also recently launched Clearbrook Energy Solutions, a full-stack Battery Energy Storage System (BESS) and Virtual Power Plant (VPP) platform with project financing capabilities.

Differentiator

Problem solved

Functional benefit

Products and services

• Advisory Solutions Investment consulting services that act as an extension of clients' investment staff, providing customized, objectives-driven solutions for institutional clients. The service adds new resources and ideas to client investment teams.
• OCIO (Outsourced Chief Investment Officer) Full-service outsourced CIO solution providing portfolio management, investment policy committee support, and comprehensive investment consulting for institutional clients, with an "OCIO 2.0" focus on alpha generation.
• ESG Solutions Environmental, Social and Governance investment solutions integrated into portfolio construction and manager selection processes, including impact investing and CDFI exposure for mission-aligned investors.
• Innovative Return Solutions Alternative investment strategies and hedge fund solutions designed to generate returns beyond traditional investment pools, addressing risks and return needs that conventional strategies may not cover.
• Capital Opportunities Off-the-grid investment and capital solutions offering clients access to under-the-radar opportunities for deeper diversification and enhanced return potential beyond traditional investment pools.
• Clearbrook Energy Solutions A global, full-stack Battery Energy Storage System (BESS) and Virtual Power Plant (VPP) solutions provider with project financing capabilities, designed to modernize grid reliability in the U.S. and around the world. Operates as a Clearbrook subsidiary/venture.

Quantifiable outcome

• OCIO mandates doubled over the past year
• +1 more outcomes

Named customers3 records

Segments4 records

Ideal customer profiles3 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Feature4 records

Partnerships

Two partnerships are on record, tiered core and minor.

• Clearbrook Energy SolutionscoreStrategic or Co-development Partner · 12 June 2026Clearbrook LLC launched Clearbrook Energy Solutions as a global, full-stack Battery Energy Storage System (BESS) and Virtual Power Plant (VPP) solutions provider with project financing capabilities. This is a new venture launched by Clearbrook CEO Elliott Wislar in 2025 to provide grid modernization solutions.
• rePlant Hemp Advisors, LLCminorStrategic or Co-development PartnerrePlant Hemp Advisors, LLC welcomed Clearbrook LLC as General Partner, indicating a partnership in the hemp/agricultural investment sector.

Scale indicators6 records

Recent moves7 records

Expansion highlights5 records

Direct peers

• Cambridge Associates: Long-standing investment advisor and OCIO provider serving endowments, foundations, pensions, and family offices. Directly comparable to Clearbrook in client mix, OCIO mandates, and institutional consulting focus.
• NEPC: Independent investment consulting firm providing OCIO, asset allocation, and manager research to institutional clients. Closely comparable to Clearbrook in boutique scale, OCIO emphasis, and institutional client base.
• Meketa Investment Group: Employee-owned investment consulting and OCIO firm serving pensions, endowments, foundations, and family offices. Directly comparable boutique RIA with similar client segments and OCIO focus.
• Verus: Independent institutional investment consulting and OCIO provider serving pensions, endowments, and foundations. Comparable in client mix, OCIO capabilities, and boutique positioning.
• Marquette Associates: Independent investment consulting firm focused on institutional OCIO mandates for pensions, endowments, foundations, and family offices. Highly comparable to Clearbrook in target segments and service model.
• Segal Marco Advisors: Investment consulting firm serving public funds, corporate pensions, and Taft-Hartley plans with OCIO capabilities. Comparable to Clearbrook's institutional advisory and OCIO offerings.

Broad incumbents

• Mercer Investment Consulting: Global investment consulting and OCIO arm of Marsh McLennan serving institutional investors and pensions. Overlaps with Clearbrook's OCIO and institutional advisory services but operates at much larger scale and broader scope.
• Russell Investments: Large global OCIO provider and investment consultant to pensions, endowments, and foundations. Competes with Clearbrook for institutional OCIO mandates and multi-manager portfolio construction.
• Aon Investment Consulting: Global investment consulting and OCIO practice within Aon serving institutional investors. Competes with Clearbrook on OCIO mandates but at significantly larger scale and broader platform.

Emerging players

• StepStone Group: Specialized private markets investment consultant and OCIO provider with strong institutional client base. Comparable to Clearbrook's alternative-investment consulting and OCIO capabilities, particularly for clients seeking private equity, private credit, and real assets access.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat5 records

Key risks6 records

Key highlights7 records

Customer concentration

• Xx.com/clrbrk

Revenue estimate

Valuation estimate

Number of profiles

Profiles19 records

Subsidiaries1 record

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Clearbrook Global Advisors