Clear Brook Advisors, Inc. is an SEC registered investment adviser organized as a corporation with a primary office location in Boston, MA. Its latest Form ADV filing, dated March 30, 2026, reports $818M in regulatory assets under management, 6 employees, and 27 accounts.
Assets Under Management
$818M
Employees
6
Offices
--
Total Clients
27
Primary office
BOSTON, MA
420 BOYLSTON STREET, 5TH FLOOR, BOSTON, MA, United States
Portfolio management for individuals and small businesses
Fee models offered
2 types reported
Fixed fees
Other fee arrangements
Sources checked May 14, 2026
Client Coverage Demographics
Top client segmentHNWI represent 74.1% of total clients.
Top client categories% of clientsClients
1
HNWI
74.1%
20
2
Other Advisers
14.8%
4
3
Pooled Investment Vehicles
7.4%
2
4
Corporations
3.7%
1
Categories with <5 clients
Corporations or other businesses not listed above<5 clients
Other investment advisers<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$818Mas of March 30, 2026
Discretionary3.8%
$31M
4% of total RAUM3.8%
Non-discretionary96.2%
$787M
96% of total RAUM96.2%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$818M
Total Accounts27
10Y AUM Change+$171M (+26.4%)
Rialytix.com
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees6
Clients per Employee5:1
10Y Employee Change0 (0.0%)
Rialytix.com
Historical AUM and employee figures reflect available SEC Form ADV filings under this CRD. Filing gaps may reflect registration status changes, dormant periods, state registration periods, firm restructuring, or other reporting changes. Rialytix does not interpolate missing periods.
* 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.