Clearbrook Partners LLC (Princeton)

Name: Clearbrook Partners LLC
Address: 47 Hulfish Street, Princeton, NJ, 08542
Telephone: 609-986-1001

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.

Clearbrook Partners: assets under management

The assets under management (AUM) of Clearbrook Partners LLC is $255 million. The company doesn't manage any assets belonging to foreign clients.

Fees & Commissions

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.

Careers at Clearbrook Partners LLC

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.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Christopher J Henderson	Ceo	1 Apr 2006	Other	1125442
Christopher John Henderson	Ceo	1 Apr 2006	25% - 50%	1125442
Charles William Morten	Chief compliance officer & director of operations	1 Jun 2006	Other	1040933
Llc Cbf Advisors	Owner	1 Oct 2006	75% - 100%	134079
Alexander Dimitri Andron	Director of investment strategy	1 Nov 2006	Other	2446547
Gerrit F. Besselaar	Managing director	1 Sep 2007	Other	5487753
Thomas John Sowanick	Chief investment officer	1 Jul 2008	Other	2819903
Llc Clearbrook Financial	Managing member	1 Aug 2008	75% - 100%	73-1719518
Gerrit F. Besselaar	Co-president	1 Sep 2009	Other	5487753

Indirect Owners

The SEC currently registers 8 indirect owners.

Name	Entity	Date acquired	Ownership	Employer ID
Llc Clearbrook Financial	Owner	1 Oct 2004	75% - 100%	73-1719518
Llc Clearbrook Capital	Owner	1 Oct 2004	50% - 75%	20-0844202
Bruce Charles Godfrey	Shareholder	1 Oct 2004	25% - 50%	1274883
John Logan Morris	Shareholder	1 Oct 2004	25% - 50%	1061207
Elliott Wakefield Wislar	Elected manager	1 Oct 2004	Other	1492343
Timothy John Stoklosa	Elected manager	1 Oct 2006	Other	4897959
Christopher John Henderson	Elected manager	1 Oct 2006	Other	1125442
John Patrick Galvin	Elected manager	1 Mar 2008	Other	5085831

Based in Princeton

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.