Clear Brook Advisors, Inc. logo

Clear Brook Advisors, Inc.

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Client assets under management

$520,000,000

Clients

20

100% high-net worth

Advisors

4

of 6 employees

Firm type

Team

4-10 advisors or $500M+ in AUM

Clients per advisor

5

Very Low

Average account size

$26,000,000

About

Clear Brook Advisers serves high net worth individuals, family offices, corporations, trusts and other investment advisers, providing portfolio management for individuals and advisory services around private investment partnerships, hedge funds and specific securities such as mutual funds and ETFs. The firm delivers written investment recommendations and coordinates private-fund subscriptions and communications with fund sponsors while clients retain final decision authority.

The firm’s investment process emphasizes extensive due diligence on private managers, including obtaining original source documents (portfolio reports, audits, internal control reports) and ongoing monitoring that can include attendance at sponsor meetings and consolidated qualitative and quantitative reporting. Most client relationships are non-discretionary — the brochure reports approximately $787.1 million managed non-discretionarily versus about $30.7 million discretionary — and Clear Brook typically leaves execution and custody arrangements to clients’ chosen brokers and custodians.

Distinctive aspects noted in the brochure include explicit work with other investment advisers and pooled investment vehicles, and operational support for private-vehicle investments (coordination of subscriptions, reporting and sponsor engagement). The firm also occasionally serves as trustee or co‑trustee for certain client trusts, creating limited discretionary authority and custody considerations that are subject to annual surprise examination.

Client services

Portfolio management Selection of other advisers Investment advice

Expertise

Private / alternative investments Active portfolio management

Occupation focus

Founder/Business Owner

Fee options

Other

Minimum fee: Annual fees range from $7,500 to $443,000, paid quarterly in advance Fee-only: Annual fixed fees negotiated with each client, either fixed fee or calculated quarterly based on Net Asset Value (NAV)

Main office location

Clear Brook Advisors, Inc.

420 Boylston Street, 5 Th Floor

Boston MA 02116, United States

Number of offices

1

Most active in

Massachusetts

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Advisors at this firm

user avatar

Colby S

Series 65

Boston, MA

Clear Brook Advisors, Inc.

Colby Snyder is a financial advisor at Clear Brook Advisors, Inc. in Boston, MA, holding a Series 65 designation with six years of industry experience. He has worked at Clear Brook Advisors since 2018 and previously was affiliated with the University of Vermont from 2014 to 2018. Clear Brook Advisors provides investment advisory services to high net worth individuals, family offices, corporations, other investment advisers, and trusts, focusing on private investment partnerships, alternatives, and specific securities. The firm emphasizes manager due diligence, client decision authority, and active portfolio monitoring, working primarily on a non-discretionary basis.

Private / alternative investments Active portfolio management Founder/Business Owner
user avatar

Alexander M

Series 65

Boston, MA

Clear Brook Advisors, Inc.

Alexander Munnell is a Series 65-licensed financial advisor at Clear Brook Advisors, Inc. in Boston, MA, with nine years of industry experience. He has been with Clear Brook Advisors since 2013. Clear Brook Advisors provides investment advisory services to high net worth individuals, family offices, corporations, other investment advisers, and trusts, focusing on private investment partnerships, alternatives, and specific securities. The firm emphasizes manager due diligence, delivers written investment recommendations, and generally operates on a non-discretionary basis.

Private / alternative investments Active portfolio management Founder/Business Owner
user avatar

Ryan L

Series 65

Boston, MA

Clear Brook Advisors, Inc.

Ryan Landgraf is a financial advisor with Clear Brook Advisors, Inc. in Boston, MA. He holds a Series 65 designation and has two years of industry experience. Prior to joining Clear Brook Advisors in 2021, his work history includes roles outside the financial sector such as at Mascoma Bank and Burlington Parks and Recreation Department. Clear Brook Advisors provides investment advisory services to high net worth individuals, family offices, corporations, and other investment advisers, focusing on private investment partnerships, alternatives, and specific securities. The firm emphasizes manager due diligence and delivers written investment recommendations while clients retain final decision authority.

Private / alternative investments Active portfolio management Founder/Business Owner
user avatar

C. S

Series 65

Boston, MA

Clear Brook Advisors, Inc.

C. Strachan is a Series 65-licensed financial advisor at Clear Brook Advisors, Inc. in Boston, with seven years of industry experience. He has worked at Clear Brook Advisors since 2018 and previously spent three years at Freeaire. Outside of his advisory role, Mr. Strachan serves on the investment committees of Rio Fuerte Enterprises, LP and Rio Fuerte Capital, LP, which invest on behalf of his extended family. Clear Brook Advisors provides investment advisory services to high net worth individuals, family offices, corporations, other investment advisers, and trusts. The firm specializes in private investment partnerships and alternative investments, conducting extensive due diligence and offering clients written recommendations while allowing them to retain final decision authority.

Private / alternative investments Active portfolio management Founder/Business Owner
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