RIA Intel›Advisers›New Jersey›CLEMENSEN CAPITAL COMPANY LLC

CLEMENSEN CAPITAL COMPANY LLC

Advisory

NJ

Data as of May 2, 2026 · Source: SEC Form ADV

Rank in NJ

#647

of 775 advisers by AUM

Average account

$282K

across 249 accounts

AUM per adviser

$18M

4 advisers

Source: SEC Form ADV. Figures as filed May 2, 2026.

Total AUM

$70M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

4

Assets Under Management

Total AUM$70M

Discretionary AUM$68M

Non-Discretionary AUM$2M

Discretionary %97.3%

Total Clients120

Team

Total Employees4

Investment Advisers4

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InCA, MA, NJ, NY, TX

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

See plansIncluded with the Intelligence plan

Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

See plansIncluded with the Intelligence plan

Owners & Officers

Names, titles, ownership bands and control-person status for each.

See plansIncluded with the Intelligence plan

Client Demographics

120 clients

36 high-net-worth

The full client-type breakdown and the share of AUM each category represents.

See plansIncluded with the Intelligence plan

Advisers of similar size in NJ

Closest by assets under management. All figures from Form ADV.

WILLIAM EDWARD DURNAN

$70M

SCHORPP CAPITAL MANAGEMENT, PC

EAST BRUNSWICK, NJ

$70M

STERLING WEALTH ADVISORS LLC

$71M

DURKIN INVESTMENT GROUP, LLC.

$69M

HANLEY CAPITAL MANAGEMENT, LLC

$69M

FREEDOM FOUND FINANCIAL LLC

$69M

Get the full picture on CLEMENSEN CAPITAL COMPANY LLC

A free account gives you full profiles across 57,000+ ADV filers, state-level reports, and a watchlist to track CLEMENSEN CAPITAL COMPANY LLC and its peers. Owners, succession scoring and peer benchmarking are on the Intelligence plan.

Create a free account →See plans