Investment adviser · CRD 132045
CLEAR BROOK ADVISORS, INC.
Investment adviser filing (IA)
BOSTON, MA, United States · Form ADV filed Mar 30, 2026
- Regulatory AUM
- $818M Form ADV · Item 5.F
- Client accounts
- 27 Accounts, not individual clients
- Employees
- 6 Reported in this filing
- Advisory professionals
- 4 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| High-net-worth individuals | 20 | $520,000,000 | 63.6% |
| Other investment advisers | Fewer than 5 | $153,400,000 | 18.8% |
| Corporations & businesses | Fewer than 5 | $80,700,000 | 9.9% |
| Pooled investment vehicles | 2 | $63,700,000 | 7.8% |
Filing source
Form ADV 2070027 · Mar 30, 2026 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: Mar 30, 2026. View historical filings
Reported services
Individual portfolio management · Pooled investment vehicle management · Business portfolio management · Selection of other advisers
Compensation
Fixed
Principal office
420 BOYLSTON STREET, 5TH FLOORBOSTON, MA, 02116, United States
CRD 132045
Filing source
Form ADV 2070027 · Mar 30, 2026 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.