SPENCER BROOK ASSET MANAGEMENT, LLC

SPENCER BROOK ASSET MANAGEMENT, LLC of CONCORD, MA is an SEC-registered investment adviser (CRD 129034). Regulatory assets under management: $88.0M.

Registration

• CRD: 129034
• Type: Registered investment adviser
• Location: 747 MAIN STREET, CONCORD, MA, 01742
• Phone: 617-828-7795
• Latest filing: 2026-07-24
• Regulatory AUM: $88.0M
• Discretionary AUM: $63.0M
• Non-discretionary AUM: $25.0M
• Clients: 1
• Accounts: 22

Business model

Compensation: % of AUM.

Clients served: High net worth.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 129034 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search