Clear Brook Advisors, Inc.
SEC RegisteredIndependent, Thoughtful Financial Advice
About the firm
Clear Brook Advisors, Inc. is an independent, SEC-registered investment advisor offering objective advice to sophisticated investors regarding asset allocation and manager selection. The firm provides particular insight and experience with regard to illiquid and locked-up funds ('private investment partnerships') that participate in a wide range of alternative investment strategies.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Asset allocation consulting, identification of investment opportunities, recommendation of specific funds and managers, and advisory services related to illiquid and locked-up funds participating in alternative investment strategies.
Who they serve
Sophisticated investors
Leadership
Office locations
Advisors at this firm
4 advisors in the directory
Regulatory & compliance
Data as of March 30, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Clear Brook Advisors, Inc. has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.
BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.
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