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- Custodian
- Bank OF America · Brown Brothers · JP Morgan
- Clients
- Retail and Institutional
- Platforms
- Prime
- Established Date
- 08-01-2001
- Office Locations
- 1
Office Locations
About Clear Brook Advisors, Inc.
Clear Brook Advisors is an independent, SEC-registered investment advisor providing objective guidance on asset allocation and manager selection for sophisticated investors. The firm has deep experience evaluating illiquid, locked-up private investment partnerships spanning a range of alternative strategies and advises across retail and institutional channels from Boston.
Team overview
Insights
Accredited Investors
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
HENRY WHITNEY WAGNER
Chief Executive Officer, President
- CRD
- --
- Ownership
- 75% or more
C. KENNETH STRACHAN
Chief Compliance Officer, MANAGING DIRECTOR
- CRD
- #6918736
- Ownership
- Less than 5%
Showing 2 of 2 owners & executives
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Ryan Michael Landgraf
--
- CRD
- #7697822
ALEXANDER ADAIR MUNNELL
Investment Consultant
- CRD
- #5296229
Optima ember
Prime bridge
- CRD
- #19077
Showing 2 of 5 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $30,700,000 | $7,675,000 |
| Non-Discretionary | $787,100,000 | $34,221,739 |
| Total | $817,800,000 | $30,288,889 |
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Separately Managed Accounts
Total SMA Asset: $754,100,000
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - OTC | $4,424,941,041 | 59.7% |
| Equity - Exchange | $2,987,020,501 | 40.3% |
| Total | $7,411,961,542 | 100.0% |