|
⚲
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| Clear Brook Advisors Inc
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|
|
|---|---|
| CRD # | 132045 |
| SEC # | 801-66918 |
| CIK # | |
| AUM | $854.3 MM (2023-03-24) |
| Employees | 7 (71% Investors, 0% Brokers) |
| Phone | 617-315-8979 |
| Address | 420 Boylston Street Boston, MA 02116 |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 14 | 431.2 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 9 | 189.1 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 6 | 154.1 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 2 | 79.9 |
| (n) Other | 0 | 0.0 |
| Total | 31 | 854.3 |
| By Discretionary | ||
| Discretionary | 4 | 27.5 |
| Non-Discretionary | 27 | 826.8 |
| Total | 31 | 854.3 |
| By Non-United States Persons | ||
| Non-United States Persons | 290.4 | |
| United States Persons | 563.9 | |
| Total | 31 | 854.3 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
CA Family Wealth LLC
✚
|
CA | 0.9 |
|
Park Place Capital Corporation
✚
|
AL | 0.9 |
|
Shaw Financial Services LLC
✚
|
OK | 0.9 |
|
JMAC Enterprises LLC
✚
|
PA | 0.9 |
|
Garrison Point Capital LLC
✚
|
CA | 0.9 |
|
Brainard Capital Management LLC
✚
|
TX | 0.9 |
|
MJP Associates Inc
✚
|
CT | 0.9 |
|
Financial Solutions LLC
✚
|
WI | 0.9 |
|
Resources Management Corp
✚
|
CT | 0.9 |
|
The Financial Advisors LLC
✚
|
MA | 0.8 |