1. Home
  2. Chevron right
  3. Firms
  4. Chevron right
Log inSign in SparklesCreate a free account

Building 2CLAYBROOK CAPITAL, LLC

Map pinWELLESLEY, MA
Phone(617) 932-7927
NotebookSEC #801-108800
Total AUM
$295.8M
Employees
3
Clients
32

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
75 CENTRAL STREET
2ND FLOOR
WELLESLEY
MA 02482
United States
Operating Hours
8:30AM TO 5:00PM
Monday - Friday
Phone
(617) 932-7927
Other Offices
1

ReceiptFinancials

Total AUM
$295.8M
Accounts
74
Discretionary
$295.8M
Accounts
74
Non-Discretionary
$0
Accounts
0

ContactClients

View more in analytics →

Individual Clients
18
AUM
$3.8M
HNW Individual Clients
14
AUM
$292M

Briefcase businessServices

View ADV Part 2 brochures →

Services Offered
Financial PlanningIndividual Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
MANYTX

HandshakeAffiliates

View all affiliates →

Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

Feature requires an account