CLEAR BROOK ADVISORS, INC.

CRD 132045File 801-66918

APPROVED

Retail clients

Custody

Filing as of Mar 30, 2026

Feed vintage Aug 17, 2026

Regulatory AUM

$817.8M

Above cohort median (national)

Discretionary AUM

$30.7M

Non-discretionary $787.1M

Clients

27 accounts

Employees

Below cohort median in MA

Identity & registration

ADV Item 1

Organization form: Corporation
Firm type: Registered
SEC region: BRO
Registration date: Jun 20, 2006
Principal office: 420 BOYLSTON STREET, 5TH FLOOR, BOSTON, MA, 02116
Phone: 617-315-8979
Website: HTTP://WWW.CLEARBROOKADVISORS.COM

Assets & accounts

ADV Item 5F

Total regulatory AUM: $817.8M
Discretionary AUM: $30.7M
Non-discretionary AUM: $787.1M
Discretionary accounts: 4
Non-discretionary accounts: 23
Total accounts: 27
AUM per client: $30.3M

Clients by type

ADV Item 5D

Client type	Clients	AUM
Other	Fewer than 5	$80.7M
Other investment advisers	Fewer than 5	$153.4M
High net worth individuals	20	$520.0M
Pooled investment vehicles	2	$63.7M

Compensation & activities

ADV Items 5E, 5G

Compensation

Other
Fixed fees
Other (described) — PERCENTAGE OF ASSETS UNDER ADVISEMENT

Advisory activities

Other advisory activities
Selection of other advisers
Portfolio management for businesses
Portfolio management for pooled investment vehicles
Portfolio management for individuals and/or small businesses

Custody

ADV Item 9

Firm Custody Cash: Yes
Firm Custody Assets: No
Firm Custody Clients: No
Firm Custody Securities: Yes
Related Person Custody Cash: No
Related Person Custody Assets: No
Related Person Custody Clients: No
Related Person Custody Securities: No

Disclosure events

ADV Item 11

This firm answered no to every Item 11 disclosure question in this filing.

Filed changes

Date	Field	From	To
Aug 12, 2026	Registration	—	APPROVED

Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.