The CLEAR BROOK ADVISORS, INC. is a privately held investment adviser that advises $817.8mn in regulatory assets under management held in 0 SEC fund types across 0 investment strategies. CLEAR BROOK ADVISORS, INC. is a Retail Wealth A retail wealth manager is a manager whose >=75% of total assets under management are managed for individual investors through retail advisory or brokerage channels. Manager. Assets decreased by 2.49% over the last 5-years.
The Group has been registered with the SEC for 20.13 years and is comprised of 1 filing and 0 relying advisers. They operate out of 1 office location with their Headquarters at 420 BOYLSTON STREET 5TH FLOOR, BOSTON, MASSACHUSETTS. The Group has not been subject to regulatory enforcement actions. They are regulated by 1 US and Non-US bodies.
They have 6 employees comprised of 4 investment and 2 non-investment staff. The total number of Employees increased by 50% over the last 5-years.
Their $817.8mn in assets advised are owned by 2 private funds, 0 public funds and BDCs and 5 other accounts. Assets of High Net Worth Individuals clients own $520mn or 63.59% of Total Assets and Other Investment Advisers own $153.4mn or 18.76% of Total Assets.
The Group's top investment strategies include , representing of total assets, respectively.
They advise 4 types of clients, top clients are High Net Worth Individuals and Other Investment Advisers.
The Group uses 0 Fund Administrators, 0 Fund Auditors, 0 Prime Brokers, 0 Custodians and 0 Marketers. It does not report a third-party Fund Administrator in 0 private funds with $0 in assets.
The Group discloses advisory fees and fixed fees.
CLEAR BROOK ADVISORS, INC. names 0 sub-advisers to 0 different funds advised by the group. The Group has been named as the sub-adviser to 0 funds.