Newton, MA Office
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Clemensen Capital Company LLC
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About
Clemensen Capital Company LLC provides investment counsel and portfolio management primarily to individual and high-net-worth clients; its Form ADV Part 2A also discloses that the firm provides advisory services to other investment advisers, a client type that is uncommon among similar team firms. Services described in the brochure include separately managed accounts and ongoing portfolio oversight tailored to individual client needs.
The brochure outlines a client-specific investment process focused on customized account management and continuous monitoring of holdings. It also discloses that the firm may employ derivative instruments within separately managed accounts, a practice that is less common among peers in this category.
Compared with other team firms, Clemensen’s combination of advising other investment advisers and the stated use of derivatives in client accounts is a distinguishing feature highlighted in its Form ADV Part 2A. The firm operates with a small advisory team managing roughly $70.3 million in assets across about 112 client relationships, suggesting a relatively concentrated client base.
Based on Clemensen Capital Company LLC
Expertise
Based on Clemensen Capital Company LLC
Location
Newton MA
Advisors at this office
1
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