# Spencer Brook Asset Management

Spencer Brook Asset Management is a RIA.

## Overview

- **Organization type:** RIA
- **Assets under management:** Undisclosed

## Regulatory record

- **CRD number:** 129034
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/129034

## About

Spencer Brook Asset Management, LLC is a state-registered investment adviser in Concord, MA. The firm manages $86 million in assets, with $61 million on a discretionary basis. It has 1 employee and 1 investment adviser.

## Questions

### What is the investment strategy of Spencer Brook Asset Management?

The firm's investment strategy is not publicly disclosed. Many single-family offices of this size and privacy profile manage diversified portfolios spanning public equities, private fund commitments, and direct investments, but no asset-class allocation, sector focus, or investment-stage mandate has been confirmed for Spencer Brook.

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Last updated: 2026-07-06T01:24:25.865Z

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