CLEAR BROOK ADVISORS, INC.

Overview

Clear Brook Advisors, Inc. is an SEC-registered, privately owned investment adviser that functions as a capital allocator for both high-net-worth individuals and institutions. The firm focuses on equity-heavy portfolios and manages accounts ranging from individually directed relationships to pooled investment vehicles. Its advisory services include discretionary and non-discretionary portfolio management, management of pooled vehicles, and the selection of outside managers, which indicates a hybrid approach combining in-house portfolio construction with third-party manager access. Investment posture tilts toward equities – particularly non-exchange traded equity positions – supplemented by traditional mutual fund holdings and a broad program of third-party alternative managers. The firm charges fixed fees (and other fee arrangements where applicable) and does not identify as an active ESG investor. Its registration dates back to 2006, and it operates with a relatively small client base but sizable average account sizes, suggesting a focus on fewer, larger relationships.

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Public Holdings

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Location & Offices