CLEAR POINT ADVISORS, INC.
CRD #111775 SEC #801-55390 MELVILLE, NY 631.333.2222
SEC Registered
Total AUM
$231.2M
Discretionary
$231.2M
Employees
4
Clients
25
Accounts
556
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $231.2M | $231.2M | $0 | 4 | 1 |
| Apr 2024 | $216.4M | $216.4M | $0 | 4 | 1 |
| Mar 2024 | $216.4M | $216.4M | $0 | 4 | 1 |
| Mar 2023 | $191.5M | $191.5M | $0 | 4 | 1 |
| Apr 2022 | $226.1M | $226.1M | $0 | 4 | 1 |
| Mar 2021 | $195.3M | $195.3M | $0 | 4 | 1 |
| Jan 2021 | $186.2M | $186.2M | $0 | 5 | 2 |
| Dec 2020 | $186.2M | $186.2M | $0 | 5 | 2 |
| Jun 2020 | $186.2M | $186.2M | $0 | 5 | 2 |
| May 2020 | $186.2M | $186.2M | $0 | 5 | 2 |
| Mar 2019 | $152.2M | $152.2M | $0 | 3 | 5 |
| Jul 2018 | $156.6M | $156.6M | $0 | 3 | 5 |
| Apr 2018 | $156.6M | $156.6M | $0 | 3 | 5 |
| Mar 2018 | $156.6M | $156.6M | $0 | 3 | 5 |
| Mar 2017 | $142.5M | $142.5M | $0 | 3 | 141 |
| Nov 2016 | $135.6M | $135.6M | $0 | 3 | 145 |
| Apr 2016 | $135.6M | $135.6M | $0 | 3 | 145 |
| Mar 2016 | $135.6M | $135.6M | $0 | 3 | 145 |
| Jan 2016 | $143.1M | $143.1M | $0 | 5 | 100 |
| Apr 2015 | $143.1M | $143.1M | $0 | 5 | 100 |
| Mar 2015 | $143.1M | $143.1M | $0 | 5 | 100 |
| Jan 2015 | $135.8M | $135.8M | $0 | 5 | 152 |
| Jun 2014 | $135.8M | $135.8M | $0 | 5 | 152 |
| Mar 2014 | $135.8M | $135.8M | $0 | 5 | 152 |
| Dec 2013 | $139.8M | $124.6M | $15.2M | 5 | 137 |
| Mar 2013 | $139.8M | $124.6M | $15.2M | 5 | 137 |
| Apr 2012 | $127.6M | $117.8M | $9.7M | 1 | 200 |
| Jul 2011 | $127.9M | $124.8M | $3.1M | 5 | -- |
| Mar 2010 | $116.4M | $111.4M | $5M | 5 | -- |
| Mar 2009 | $102.6M | $99M | $3.6M | 5 | -- |
| Jan 2007 | $67.1M | $67.1M | $0 | 5 | -- |
| Mar 2006 | $60.2M | $60.2M | $0 | 5 | -- |
| Jun 2005 | $58.8M | $58.8M | $0 | 5 | -- |
| Feb 2005 | $58.8M | $58.8M | $0 | 5 | -- |
| Jul 2004 | $53.6M | $53.6M | $0 | 5 | -- |
| Jun 2004 | $53.6M | $53.6M | $0 | 5 | -- |
| Apr 2004 | $53.6M | $53.6M | $0 | 5 | -- |
DateMar 2025
Total AUM$231.2M
Discretionary$231.2M
Non-Disc.$0
Employees4
Clients1
DateApr 2024
Total AUM$216.4M
Discretionary$216.4M
Non-Disc.$0
Employees4
Clients1
DateMar 2024
Total AUM$216.4M
Discretionary$216.4M
Non-Disc.$0
Employees4
Clients1
DateMar 2023
Total AUM$191.5M
Discretionary$191.5M
Non-Disc.$0
Employees4
Clients1
DateApr 2022
Total AUM$226.1M
Discretionary$226.1M
Non-Disc.$0
Employees4
Clients1
DateMar 2021
Total AUM$195.3M
Discretionary$195.3M
Non-Disc.$0
Employees4
Clients1
DateJan 2021
Total AUM$186.2M
Discretionary$186.2M
Non-Disc.$0
Employees5
Clients2
DateDec 2020
Total AUM$186.2M
Discretionary$186.2M
Non-Disc.$0
Employees5
Clients2
DateJun 2020
Total AUM$186.2M
Discretionary$186.2M
Non-Disc.$0
Employees5
Clients2
DateMay 2020
Total AUM$186.2M
Discretionary$186.2M
Non-Disc.$0
Employees5
Clients2
DateMar 2019
Total AUM$152.2M
Discretionary$152.2M
Non-Disc.$0
Employees3
Clients5
DateJul 2018
Total AUM$156.6M
Discretionary$156.6M
Non-Disc.$0
Employees3
Clients5
DateApr 2018
Total AUM$156.6M
Discretionary$156.6M
Non-Disc.$0
Employees3
Clients5
DateMar 2018
Total AUM$156.6M
Discretionary$156.6M
Non-Disc.$0
Employees3
Clients5
DateMar 2017
Total AUM$142.5M
Discretionary$142.5M
Non-Disc.$0
Employees3
Clients141
DateNov 2016
Total AUM$135.6M
Discretionary$135.6M
Non-Disc.$0
Employees3
Clients145
DateApr 2016
Total AUM$135.6M
Discretionary$135.6M
Non-Disc.$0
Employees3
Clients145
DateMar 2016
Total AUM$135.6M
Discretionary$135.6M
Non-Disc.$0
Employees3
Clients145
DateJan 2016
Total AUM$143.1M
Discretionary$143.1M
Non-Disc.$0
Employees5
Clients100
DateApr 2015
Total AUM$143.1M
Discretionary$143.1M
Non-Disc.$0
Employees5
Clients100
DateMar 2015
Total AUM$143.1M
Discretionary$143.1M
Non-Disc.$0
Employees5
Clients100
DateJan 2015
Total AUM$135.8M
Discretionary$135.8M
Non-Disc.$0
Employees5
Clients152
DateJun 2014
Total AUM$135.8M
Discretionary$135.8M
Non-Disc.$0
Employees5
Clients152
DateMar 2014
Total AUM$135.8M
Discretionary$135.8M
Non-Disc.$0
Employees5
Clients152
DateDec 2013
Total AUM$139.8M
Discretionary$124.6M
Non-Disc.$15.2M
Employees5
Clients137
DateMar 2013
Total AUM$139.8M
Discretionary$124.6M
Non-Disc.$15.2M
Employees5
Clients137
DateApr 2012
Total AUM$127.6M
Discretionary$117.8M
Non-Disc.$9.7M
Employees1
Clients200
DateJul 2011
Total AUM$127.9M
Discretionary$124.8M
Non-Disc.$3.1M
Employees5
Clients--
DateMar 2010
Total AUM$116.4M
Discretionary$111.4M
Non-Disc.$5M
Employees5
Clients--
DateMar 2009
Total AUM$102.6M
Discretionary$99M
Non-Disc.$3.6M
Employees5
Clients--
DateJan 2007
Total AUM$67.1M
Discretionary$67.1M
Non-Disc.$0
Employees5
Clients--
DateMar 2006
Total AUM$60.2M
Discretionary$60.2M
Non-Disc.$0
Employees5
Clients--
DateJun 2005
Total AUM$58.8M
Discretionary$58.8M
Non-Disc.$0
Employees5
Clients--
DateFeb 2005
Total AUM$58.8M
Discretionary$58.8M
Non-Disc.$0
Employees5
Clients--
DateJul 2004
Total AUM$53.6M
Discretionary$53.6M
Non-Disc.$0
Employees5
Clients--
DateJun 2004
Total AUM$53.6M
Discretionary$53.6M
Non-Disc.$0
Employees5
Clients--
DateApr 2004
Total AUM$53.6M
Discretionary$53.6M
Non-Disc.$0
Employees5
Clients--