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Clear Point Advisors, Inc.

● SEC registered since 1998CRD 111775SEC# 801-55390Melville, NY
Export (members)
Reg. AUM
$231.2M
Employees
4
Accounts
556
Location
Melville, NY

Clear Point Advisors, Inc. assets under management

Clear Point Advisors, Inc. is a registered investment adviser overseen by the SEC based in Melville, NY. The firm has been registered since 1998. It reports $231.2 million in regulatory assets under management and employs 4 people.
www.cptadvisors.comView on SEC.gov ↗

Clear Point Advisors, Inc. owners & executives

3 reported
NameTitleOwnershipSince
Barry Evan DampfManaging DirectorUnder 5%2009
Robert Lawrence LevineManaging DirectorUnder 5%2021
Steven Charles Brill ControlPresident/Chief Compliance OfficerOver 75%1998

Frequently asked questions

How much does Clear Point Advisors, Inc. manage?

Clear Point Advisors, Inc. reports $231.2 million in regulatory assets under management on its Form ADV.

How many employees does Clear Point Advisors, Inc. have?

Clear Point Advisors, Inc. reports 4 employees.

Where is Clear Point Advisors, Inc. located?

Clear Point Advisors, Inc. is based in Melville, NY and has been SEC-registered since 1998.

Does Clear Point Advisors, Inc. disclose fund performance?

Clear Point Advisors, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address1 Huntington Quadrangle, Suite 1s01, Melville, NY 11747
Phone631.333.2222
Fax631-333-2223
Office hours9a.m. - 5p.m.
SEC regionNew York Regional Office (NYRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$231.2M
Non-discretionary$0
Total (RAUM)$231.2M