C

Clemensen Capital Company LLC

Updated today

Client assets under management

$66,604,310

Clients

112

32% high-net worth

Advisors

4

of 4 employees

Firm type

Supported

1-3 advisors or $200M+ in AUM

Clients per advisor

28

Low

Average account size

$594,681

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.

Client services

Financial planning Portfolio management Research svcs for fncl institutions

Expertise

ESG / Sustainable investing Wealth management Active portfolio management

Main office location

Clemensen Capital Company LLC

West Orange NJ, United States

Number of offices

4

Most active in

California · Massachusetts · New Jersey · New York · Texas

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Quick links

Advisors at this firm

user avatar

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.

ESG / Sustainable investing Wealth management Active portfolio management
user avatar

Frederick O

Series 63

Newton, MA

Clemensen Capital Company LLC

Frederick Offenberg is a financial advisor with Clemensen Capital Company LLC, holding a Series 63 designation and over 40 years of industry experience. He has worked at Clemensen Capital since 2017 and previously held positions at Andres Capital Management, LLC and FOX CHASE CAPITAL PARTNERS LLC. 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, with expertise in energy and credit markets, and emphasizes independent analysis and governance-conscious proxy voting.

ESG / Sustainable investing Wealth management Active portfolio management
user avatar

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.

ESG / Sustainable investing Wealth management Active portfolio management
user avatar

Thomas M

CFA®, Series 63, Series 66

West Orange, NJ

Clemensen Capital Company LLC

Thomas Moore is a CFA® charterholder with 30 years of industry experience. He is currently with Clemensen Capital Company LLC, where he has worked since 2021, and has been associated with Morgan Stanley and 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 advice and separately managed accounts to individuals, trusts, companies, and charitable organizations. The firm uses active management strategies across mutual funds, ETFs, equities, and fixed income, combining fundamental and quantitative analysis to align with client objectives for income, growth, or balanced outcomes.

ESG / Sustainable investing Wealth management Active portfolio management
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