West Orange, NJ Office
TeamData 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
West Orange NJ
Advisors at this office
3
Advisors at this office
Hiram H
Series 63, Series 65
West Orange, NJ
Clemensen Capital Company LLC
Hiram Helm is a financial advisor at Clemensen Capital Company LLC with 11 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Barrow Hanley Mewhinney & Strauss Inc. from 2010 to 2021. Clemensen Capital Company LLC provides investment advice and separately managed accounts to individuals, trusts, companies, and charitable organizations. The firm employs active management across mutual funds, ETFs, equities, and fixed income, combining fundamental and quantitative analysis to adjust portfolios according to economic and interest-rate cycles.
Mariel C
Series 63, Series 65
West Orange, NJ
Clemensen Capital Company LLC
Mariel Clemensen is a financial advisor at Clemensen Capital Company LLC with 23 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Clemensen Capital since 1998. Clemensen Capital Company LLC provides investment advice and separately managed accounts to individuals, trusts, companies, and charitable organizations. The firm employs active management across various asset classes, combining fundamental and quantitative analysis to tailor portfolios according to client objectives.
Thomas M
CFA®, Series 63, Series 66
West Orange, NJ
Clemensen Capital Company LLC
Thomas Moore is a CFA® charterholder with over 31 years of industry experience. He is currently with Clemensen Capital Company LLC, where he has worked since 2021, and has also been affiliated with Morgan Stanley Private Bank since 2016. Moore serves as an advisory board member for the Women's Institute for Science, Equity, and Race. Clemensen Capital Company LLC provides investment counsel and portfolio management primarily to individual and high-net-worth clients, as well as advisory services to other investment advisers. The firm emphasizes a customized investment process with continuous portfolio oversight and may use derivative instruments within separately managed accounts.
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