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420 Boylston Street 5Th Floor, Boston, MA 02116 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2018-11-14 |
Branch Locations
420 Boylston Street 5Th Floor, Boston, MA 02116 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Clear Brook Advisors | Boston | MA | 01/2018 | Present |
| Freeaire | Canton | MA | 07/2014 | 11/2017 |
| Rio Fuerte Enterprises | Escazu | 05/2004 | Present |
C. Kenneth Strachan serves on the investment committees of Rio Fuerte Enterprises, LP and Rio Fuerte Capital, LP, two related entities that invests on behalf of Mr. Strachan's extended family. Mr. Strachan receives a token stipend for these activities; this compensation accounts for less than 5% of his time and income. Mr. Strachan's service on these investment entities does not create a material conflict of interests with clients as these entities invest along-side clients of Clear Brook and is aligned with the outcome for such clients.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2018-04-19 |
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