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| Keyboard |
| Clear Brook Advisors Inc
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|---|---|
| CRD # | 132045 |
| SEC # | 801-66918 |
| CIK # | |
| AUM | 817.8 M (2026-03-30) |
| Employees | 6 (67% Investors, 0% Brokers) |
| Phone | 617-315-8979 |
| Address | 420 Boylston Street Boston, MA 02116 |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 20 | 520.0 |
| (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 | 2 | 63.7 |
| (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 | 4 | 153.4 |
| (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 | 80.7 |
| (n) Other | 0 | 0.0 |
| Total | 27 | 817.8 |
| By Discretionary | ||
| Discretionary | 4 | 30.7 |
| Non-Discretionary | 23 | 787.1 |
| Total | 27 | 817.8 |
| By Non-United States Persons | ||
| Non-United States Persons | 208.9 | |
| United States Persons | 608.9 | |
| Total | 27 | 817.8 |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.0B |
| Clients | 27 (26 non-US) |
| Serves | Institutional, Retail |
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|
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|
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