Claybrook Capital, LLC is a large advisory firm based in Wellesley. It manages $258.89 million of regulatory assets for 57 client accounts. It has been registered with the SEC as an adviser since 2016 and has operated in the jurisdictions of Massachusetts, New York, and Texas.
Claybrook Capital provides financial planning services and portfolio management for individuals and small businesses. It prepares financial plans for less than 10 clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Claybrook Capital, LLC is $258.89 million, all of which is managed in discretionary accounts. The firm's AUM has gone down by -4% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Claybrook Capital, LLC for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. Flat-fee based compensation is the most transparent and the one you can safely predict in advance. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The firm provides services to individuals and high net worth individuals. The largest group of clients of Claybrook Capital is high net worth individuals with 18 clients and $256.01 million of assets under management. Among the 10 most similar advisory firms, Claybrook Capital has the highest percentage of high net worth individuals out of all clients.
The amount of regulatory assets under management is $258.89 million for 31 clients that can include trusts, estates, and 401(k) plans and IRAs of individuals and their family members. None of the firm’s clients are foreign persons or businesses.
Claybrook Capital doesn't advise any private funds.
The company employs 3 people that are either part- or full-time employees. 100 percent of the employees work as investment advisers or researchers. 3 employees are registered as investment adviser representatives with the state securities authorities.
There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.
The principal office where Claybrook Capital, LLC performs its advisory services is located at 40 Washington Street, Wellesley, MA 02481, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number (617) 932-7927 or by fax (617) 932-7940. The normal business hours are 8:30am to 5:00pm on Monday - Friday. You can find more information about the New York firm at claybrookcapital.com.