Clear Point Advisors, Inc. is an SEC registered investment adviser organized as a corporation with a primary office location in Melville, NY. Its latest Form ADV filing, dated March 26, 2026, reports $253M in regulatory assets under management, 4 employees, 3 offices, and 418 accounts.
Assets Under Management
$253M
Employees
4
Offices
3 offices
Total Clients
151
Primary office
MELVILLE, NY
1 HUNTINGTON QUADRANGLE, SUITE 1S01, MELVILLE, NY, United States
Top client segmentHNWI represent 54.3% of total clients.
Top client categories% of clientsClients
1
HNWI
54.3%
82
2
Individuals
43.0%
65
3
Pension Plans
2.6%
4
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$253Mas of March 26, 2026
Discretionary100.0%
$253M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$253M
Total Accounts418
10Y AUM Change+$111M (+77.8%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees4
Clients per Employee38:1
10Y Employee Change+1 (+33.3%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.