Clear Brook Advisors, Inc.
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$520,000,000
Clients
20
Advisors
4
of 6 employees
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
Expertise
Occupation focus
Fee options
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
420 Boylston Street, 5th Floor
Boston MA 02116
Advisors at this office
4
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
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Quick links
Advisors at this firm
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.
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.
Ryan L
Series 65
Boston, MA
Clear Brook Advisors, Inc.
Ryan Landgraf is a financial advisor at Clear Brook Advisors, Inc. in Boston, MA, holding a Series 65 designation with three years of industry experience. His prior work includes roles outside the financial sector, such as positions at Mascoma Bank, Burlington Parks and Recreation Department, Dartmouth Skiway, and Fore-U Golf Center. Clear Brook Advisors serves high net worth individuals, family offices, corporations, trusts, and other investment advisers, providing portfolio management and advisory services focused on private investment partnerships, hedge funds, and specific securities. The firm emphasizes extensive due diligence and ongoing monitoring of private managers, primarily offering non-discretionary client relationships.
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.
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