{
  "crd_number": 132045,
  "slug": "clear-brook-advisors-inc-boston-ma-132045",
  "primary_business_name": "CLEAR BROOK ADVISORS, INC.",
  "legal_name": "CLEAR BROOK ADVISORS, INC.",
  "dbas": [],
  "city": "Boston",
  "state": "MA",
  "country": "United States",
  "cbsa_code": "14460",
  "metro": {
    "cbsa_code": "14460",
    "common_name": "Boston",
    "msa_name": "Boston-Cambridge-Newton, MA-NH",
    "path": "/advisors/ma/boston"
  },
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "2006-06-20",
  "years_registered": 20,
  "period": "2026-10-01",
  "filing_date": "2026-03-30",
  "carried_forward": false,
  "raum_total": 817800000.0,
  "raum_discretionary": 30700000.0,
  "raum_non_discretionary": 787100000.0,
  "raum_band": "500m_1b",
  "raum_band_label": "$500 million to $1 billion",
  "total_employees": 6,
  "advisory_employees": 4,
  "client_count_bucket": "fewer_than_5_in_some_types",
  "clients_by_type": {
    "other": {
      "raum": 0.0,
      "count": 0
    },
    "charitable": {
      "raum": 0.0,
      "count": 0
    },
    "banking_thrift": {
      "raum": 0.0,
      "count": 0
    },
    "state_municipal": {
      "raum": 0.0,
      "count": 0
    },
    "insurance_companies": {
      "raum": 0.0,
      "count": 0
    },
    "investment_companies": {
      "raum": 0.0,
      "count": 0
    },
    "pension_profit_sharing": {
      "raum": 0.0,
      "count": 0
    },
    "other_investment_advisers": {
      "raum": 153400000.0,
      "count": 4,
      "fewer_than_5": true
    },
    "high_net_worth_individuals": {
      "raum": 520000000.0,
      "count": 20
    },
    "pooled_investment_vehicles": {
      "raum": 63700000.0,
      "count": 2
    },
    "corporations_other_businesses": {
      "raum": 80700000.0,
      "count": 1,
      "fewer_than_5": true
    },
    "business_development_companies": {
      "raum": 0.0,
      "count": 0
    },
    "sovereign_wealth_foreign_official": {
      "raum": 0.0,
      "count": 0
    }
  },
  "compensation_types": [
    "fixed",
    "other"
  ],
  "advisory_activities": [
    "other",
    "portfolio_management_businesses_institutional",
    "portfolio_management_individuals",
    "portfolio_management_pooled_vehicles",
    "selection_of_other_advisers"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 0,
  "states_registered": [
    "MA"
  ],
  "websites": [
    "https://clearbrookadvisors.com",
    "https://linkedin.com/company/clear-brook-advisors-inc"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/132045",
  "city_as_filed": "BOSTON",
  "url": "https://advisorcensus.com/firm/clear-brook-advisors-inc-boston-ma-132045",
  "display_name": "Clear Brook Advisors, Inc.",
  "summary": "Clear Brook Advisors, Inc. is an SEC-registered investment advisory firm in Boston, MA, registered since 2006, reporting $500 million to $1 billion in regulatory assets under management in its Form ADV filing dated March 30, 2026.",
  "citation": "AdvisorCensus. Clear Brook Advisors, Inc. (CRD 132045): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "Fixed fees (other than subscription fees)",
    "Other"
  ],
  "advisory_activity_labels": [
    "Portfolio management for individuals and/or small businesses",
    "Portfolio management for pooled investment vehicles (other than investment companies)",
    "Portfolio management for businesses (other than small businesses) or institutional clients",
    "Selection of other advisers (including private fund managers)",
    "Other"
  ],
  "quick_answers": [
    {
      "q": "How is Clear Brook Advisors, Inc. compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Clear Brook Advisors, Inc. reports these compensation arrangements: fixed fees (other than subscription fees); other."
    },
    {
      "q": "Where is Clear Brook Advisors, Inc. located?",
      "a": "Clear Brook Advisors, Inc.'s principal office is in Boston, MA, according to its Form ADV."
    },
    {
      "q": "Is Clear Brook Advisors, Inc. registered with the SEC or a state?",
      "a": "Clear Brook Advisors, Inc. is an SEC-registered investment advisory firm, registered since 2006. Status as filed: Approved. CRD 132045."
    },
    {
      "q": "How much does Clear Brook Advisors, Inc. manage?",
      "a": "Clear Brook Advisors, Inc. reports $817,800,000 in regulatory assets under management in its Form ADV filing dated March 30, 2026 (4% discretionary)."
    },
    {
      "q": "How have Clear Brook Advisors, Inc.'s assets and staff changed since 2021?",
      "a": "In the Form ADV data for Clear Brook Advisors, Inc.: Regulatory assets under management: $838,700,000 in the October 2021 data and $817,800,000 in the October 2026 data, down 2%. Total employees: 4 in October 2021 and 6 in October 2026. Assets under management move with markets as well as with clients coming and going."
    },
    {
      "q": "What types of clients does Clear Brook Advisors, Inc. serve?",
      "a": "By number of clients on Form ADV Item 5.D: high net worth individuals (20); other investment advisers (4); pooled investment vehicles (other than investment companies and business development companies) (2)."
    },
    {
      "q": "Which custodians does Clear Brook Advisors, Inc. use?",
      "a": "Clear Brook Advisors, Inc.'s most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Bank of America Merrill Lynch and J.P. Morgan as custodians holding 10% or more of its separately managed account assets."
    },
    {
      "q": "Does Clear Brook Advisors, Inc. report any disciplinary disclosures?",
      "a": "Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/132045"
    },
    {
      "q": "Does Clear Brook Advisors, Inc. state an account minimum?",
      "a": "Its Form ADV Part 2A brochure dated March 30, 2026 says: \"Clear Brook does not have an explicit minimum account size.\""
    }
  ],
  "filing_history": [
    {
      "period": "2021-10-01",
      "regulatory_assets_under_management": 838700000.0,
      "total_employees": 4,
      "filing_date": "2021-03-29"
    },
    {
      "period": "2022-10-01",
      "regulatory_assets_under_management": 853500000.0,
      "total_employees": 6,
      "filing_date": "2022-03-25"
    },
    {
      "period": "2023-10-01",
      "regulatory_assets_under_management": 854300000.0,
      "total_employees": 7,
      "filing_date": "2023-03-24"
    },
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": 941100000.0,
      "total_employees": 7,
      "filing_date": "2024-03-28"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 867100000.0,
      "total_employees": 7,
      "filing_date": "2025-03-21"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 817800000.0,
      "total_employees": 6,
      "filing_date": "2026-03-30"
    }
  ],
  "recent_changes": [],
  "fees_from_brochure": {
    "source": "Form ADV Part 2A brochure dated March 30, 2026",
    "tiers": [],
    "flat_rate": null,
    "stated_range": null,
    "stated_maximum": null,
    "account_minimum": "None",
    "account_minimum_may_be_waived": false,
    "minimum_annual_fee": null,
    "figures": [
      {
        "label": "Account minimum",
        "statements": [
          "Account minimum: None"
        ],
        "quotes": [
          "Clear Brook does not have an explicit minimum account size."
        ]
      }
    ],
    "quotes": [
      "Clear Brook does not have an explicit minimum account size."
    ],
    "note": "As stated in the firm's brochure; fees can differ by service and may be negotiable."
  },
  "custodians": [
    {
      "name": "Bank of America Merrill Lynch",
      "name_as_filed": "BANK OF AMERICA MERRILL LYNCH",
      "affiliated": false
    },
    {
      "name": "J.P. Morgan",
      "name_as_filed": "J.P. MORGAN",
      "affiliated": false
    }
  ],
  "custodians_note": "Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.",
  "markdown_url": "https://advisorcensus.com/firm/clear-brook-advisors-inc-boston-ma-132045.md",
  "clients": [
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 20,
      "fewer_than_5": false,
      "raum": 520000000.0
    },
    {
      "type": "banking_thrift",
      "label": "Banking or thrift institutions",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "investment_companies",
      "label": "Investment companies",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "business_development_companies",
      "label": "Business development companies",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "pooled_investment_vehicles",
      "label": "Pooled investment vehicles (other than investment companies and business development companies)",
      "count": 2,
      "fewer_than_5": false,
      "raum": 63700000.0
    },
    {
      "type": "pension_profit_sharing",
      "label": "Pension and profit sharing plans (but not the plan participants or government pension plans)",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "charitable",
      "label": "Charitable organizations",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "state_municipal",
      "label": "State or municipal government entities (including government pension plans)",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "other_investment_advisers",
      "label": "Other investment advisers",
      "count": 4,
      "fewer_than_5": true,
      "raum": 153400000.0
    },
    {
      "type": "insurance_companies",
      "label": "Insurance companies",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "sovereign_wealth_foreign_official",
      "label": "Sovereign wealth funds and foreign official institutions",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "corporations_other_businesses",
      "label": "Corporations or other businesses not listed above",
      "count": 1,
      "fewer_than_5": true,
      "raum": 80700000.0
    },
    {
      "type": "other",
      "label": "Other",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    }
  ],
  "disclosure_line": "Reports no disclosure items on Form ADV Item 11.",
  "disclosure_items": [],
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/132045",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}