Overview
Assets Under Management: $296 million
Headquarters: WELLESLEY, MA
High-Net-Worth Clients: 14
Average Client Assets: $20.9 million
Frequently Asked Questions
CLAYBROOK CAPITAL, LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #286209), CLAYBROOK CAPITAL, LLC is subject to fiduciary duty under federal law.
CLAYBROOK CAPITAL, LLC is headquartered in WELLESLEY, MA.
CLAYBROOK CAPITAL, LLC serves 14 high-net-worth clients according to their SEC filing dated March 14, 2023. View client details ↓
According to their SEC Form ADV, CLAYBROOK CAPITAL, LLC offers financial planning and portfolio management for individuals. View all service details ↓
CLAYBROOK CAPITAL, LLC manages $296 million in client assets according to their SEC filing dated March 14, 2023.
According to their SEC Form ADV, CLAYBROOK CAPITAL, LLC serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 14
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 98.73%
Average Client Assets: $20.9 million
Total Client Accounts: 74
Discretionary Accounts: 74
Regulatory Filings
CRD Number: 286209
Filing ID: 1713223
Last Filing Date: 2023-03-14 17:04:00