A complete list of active advisors currently associated with Clear Brook Advisors, Inc.

Warmer can help you find a great advisor at Clear Brook Advisors, Inc. or one who fits your needs even better.

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.

To learn more about the advisors currently working at Clear Brook Advisors, Inc., click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.