CLEAR BROOK ADVISORS, INC.
CRD #132045 SEC #801-66918 BOSTON, MA 617-315-8979
SEC Registered
Total AUM
$867.1M
Discretionary
$25.9M
Employees
7
Clients
--
Accounts
27
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $867.1M | $25.9M | $841.2M | 7 | 27 |
| Mar 2024 | $941.1M | $28.3M | $912.8M | 7 | 31 |
| Mar 2023 | $854.3M | $27.5M | $826.8M | 7 | 31 |
| Mar 2022 | $853.5M | $29.8M | $823.7M | 6 | 25 |
| Mar 2021 | $838.7M | $28.6M | $810.1M | 4 | 25 |
| Jun 2020 | $768M | $38M | $730M | 4 | 25 |
| Mar 2020 | $768M | $38M | $730M | 4 | 25 |
| Mar 2020 | $768M | $38M | $730M | 4 | 25 |
| Feb 2020 | $27M | $27M | $0 | 4 | 19 |
| Oct 2019 | $27M | $27M | $0 | 4 | 19 |
| Jul 2019 | $34.5M | $34.5M | $0 | 4 | 19 |
| Apr 2019 | $27M | $27M | $0 | 4 | 19 |
| Mar 2019 | $27M | $27M | $0 | 4 | 19 |
| Jan 2019 | $22M | $22M | $0 | 6 | 23 |
| Mar 2018 | $588.6M | $0 | $588.6M | 6 | 0 |
| May 2017 | $647M | $0 | $647M | 6 | 11 |
| Mar 2017 | $647M | $0 | $647M | 6 | 11 |
| Mar 2016 | $1.2B | $0 | $1.2B | 5 | 11 |
| Dec 2015 | $1.2B | $0 | $1.2B | 5 | 11 |
| Oct 2015 | $1.2B | $0 | $1.2B | 5 | 11 |
| Jun 2015 | $1.2B | $0 | $1.2B | 5 | 11 |
| Mar 2015 | $1.3B | $28.8M | $1.3B | 5 | 26 |
| Mar 2014 | $1.1B | $17.8M | $1.1B | 5 | 26 |
| Mar 2013 | $1B | $17.7M | $1B | 5 | 26 |
| Nov 2012 | $931M | $31M | $900M | 4 | 11 |
| Jun 2012 | $931M | $31M | $900M | 1 | 11 |
| Feb 2012 | $931M | $31M | $900M | 1 | 11 |
| Jan 2011 | $917.9M | $17.9M | $900M | 5 | -- |
| Mar 2010 | $917.9M | $17.9M | $900M | 5 | -- |
| Mar 2009 | $66M | $16M | $50M | 5 | -- |
| Mar 2008 | $66M | $16M | $50M | 5 | -- |
| Mar 2007 | $66M | $16M | $50M | 5 | -- |
DateMar 2025
Total AUM$867.1M
Discretionary$25.9M
Non-Disc.$841.2M
Employees7
Clients27
DateMar 2024
Total AUM$941.1M
Discretionary$28.3M
Non-Disc.$912.8M
Employees7
Clients31
DateMar 2023
Total AUM$854.3M
Discretionary$27.5M
Non-Disc.$826.8M
Employees7
Clients31
DateMar 2022
Total AUM$853.5M
Discretionary$29.8M
Non-Disc.$823.7M
Employees6
Clients25
DateMar 2021
Total AUM$838.7M
Discretionary$28.6M
Non-Disc.$810.1M
Employees4
Clients25
DateJun 2020
Total AUM$768M
Discretionary$38M
Non-Disc.$730M
Employees4
Clients25
DateMar 2020
Total AUM$768M
Discretionary$38M
Non-Disc.$730M
Employees4
Clients25
DateMar 2020
Total AUM$768M
Discretionary$38M
Non-Disc.$730M
Employees4
Clients25
DateFeb 2020
Total AUM$27M
Discretionary$27M
Non-Disc.$0
Employees4
Clients19
DateOct 2019
Total AUM$27M
Discretionary$27M
Non-Disc.$0
Employees4
Clients19
DateJul 2019
Total AUM$34.5M
Discretionary$34.5M
Non-Disc.$0
Employees4
Clients19
DateApr 2019
Total AUM$27M
Discretionary$27M
Non-Disc.$0
Employees4
Clients19
DateMar 2019
Total AUM$27M
Discretionary$27M
Non-Disc.$0
Employees4
Clients19
DateJan 2019
Total AUM$22M
Discretionary$22M
Non-Disc.$0
Employees6
Clients23
DateMar 2018
Total AUM$588.6M
Discretionary$0
Non-Disc.$588.6M
Employees6
Clients0
DateMay 2017
Total AUM$647M
Discretionary$0
Non-Disc.$647M
Employees6
Clients11
DateMar 2017
Total AUM$647M
Discretionary$0
Non-Disc.$647M
Employees6
Clients11
DateMar 2016
Total AUM$1.2B
Discretionary$0
Non-Disc.$1.2B
Employees5
Clients11
DateDec 2015
Total AUM$1.2B
Discretionary$0
Non-Disc.$1.2B
Employees5
Clients11
DateOct 2015
Total AUM$1.2B
Discretionary$0
Non-Disc.$1.2B
Employees5
Clients11
DateJun 2015
Total AUM$1.2B
Discretionary$0
Non-Disc.$1.2B
Employees5
Clients11
DateMar 2015
Total AUM$1.3B
Discretionary$28.8M
Non-Disc.$1.3B
Employees5
Clients26
DateMar 2014
Total AUM$1.1B
Discretionary$17.8M
Non-Disc.$1.1B
Employees5
Clients26
DateMar 2013
Total AUM$1B
Discretionary$17.7M
Non-Disc.$1B
Employees5
Clients26
DateNov 2012
Total AUM$931M
Discretionary$31M
Non-Disc.$900M
Employees4
Clients11
DateJun 2012
Total AUM$931M
Discretionary$31M
Non-Disc.$900M
Employees1
Clients11
DateFeb 2012
Total AUM$931M
Discretionary$31M
Non-Disc.$900M
Employees1
Clients11
DateJan 2011
Total AUM$917.9M
Discretionary$17.9M
Non-Disc.$900M
Employees5
Clients--
DateMar 2010
Total AUM$917.9M
Discretionary$17.9M
Non-Disc.$900M
Employees5
Clients--
DateMar 2009
Total AUM$66M
Discretionary$16M
Non-Disc.$50M
Employees5
Clients--
DateMar 2008
Total AUM$66M
Discretionary$16M
Non-Disc.$50M
Employees5
Clients--
DateMar 2007
Total AUM$66M
Discretionary$16M
Non-Disc.$50M
Employees5
Clients--