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| Clear Brook Advisors Inc
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| |
|---|---|
| CRD # | 132045 |
| SEC # | 801-66918 |
| CIK # | |
| AUM | $941.1 MM (2024-03-28) |
| Employees | 7 (71% Investors, 0% Brokers) |
| Phone | 617-315-8979 |
| Address | 420 Boylston Street Boston, MA 02116 |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 18 | 554.2 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 6 | 124.1 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 6 | 179.5 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 1 | 83.3 |
| (n) Other | 0 | 0.0 |
| Total | 31 | 941.1 |
| By Discretionary | ||
| Discretionary | 4 | 28.3 |
| Non-Discretionary | 27 | 912.8 |
| Total | 31 | 941.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 263.5 | |
| United States Persons | 677.6 | |
| Total | 31 | 941.1 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Covenant Partners LLC
✚
|
TN | 0.9 |
|
Levy Wealth Management Group LLC
✚
|
PA | 0.9 |
|
Islandbridge Capital Limited
✚
|
0.9 | |
|
The de Burlo Group Inc
✚
|
MA | 0.9 |
|
Ironvine Capital Partners LLC
✚
|
NE | 0.9 |
|
Trutina Financial LLC
✚
|
WA | 0.9 |
|
Arkos Global Advisors LLC
✚
|
TX | 0.9 |
|
Corbyn Investment Management Inc
✚
|
MD | 0.9 |
|
Sgroi Wealth Advisory Group LLC
✚
|
NY | 0.9 |
|
Horizon Wealth Management LLC
✚
|
IL | 0.9 |