Clear Point Advisors, Inc.
● SEC registered since 1998CRD 111775SEC# 801-55390Melville, NY
Reg. AUM
$253.4M
Employees
4
Accounts
418
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 $253.4 million in regulatory assets under management and employs 4 people.
Clear Point Advisors, Inc. owners & executives
3 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Barry Evan Dampf | Managing Director | Under 5% | 2009 |
| Robert Lawrence Levine | Managing Director | Under 5% | 2021 |
| Steven Charles Brill Control | President/Chief Compliance Officer | Over 75% | 1998 |
Frequently asked questions
How much does Clear Point Advisors, Inc. manage?
Clear Point Advisors, Inc. reports $253.4 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
| Address | 1 Huntington Quadrangle, Suite 1s01, Melville, NY 11747 |
| Phone | 631.333.2222 |
| Fax | 631-333-2223 |
| Office hours | 9a.m. - 5p.m. |
| SEC region | New York Regional Office (NYRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$253.4M▲ 10%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 67%
Larger than 33% of 16,271 advisers
EmployeesTop 69%
More than 31% of 16,825 advisers
Assets under management
$253.4Mregulatory AUM
Discretionary $253.4M