CLEMENT STREET CAPITAL LLC

Overview

Clement Street Capital LLC is an independent registered investment adviser focused on serving individuals and families, as well as small-business owners. The firm offers financial planning and discretionary portfolio management, operating under a fee model that combines a percentage-of-AUM schedule with fixed fees. Clement Street Capital LLC is SEC-registered (2025) and organized as an LLC with individual ownership. Investment activity centers on a centrally managed equity sleeve made up primarily of exchange-traded equities and ETFs, supplemented by mutual funds and corporate debt. The firm is not positioned as an active ESG investor and does not operate as a multi-state adviser. Its client base is relatively small and concentrated, which suggests a high-touch, customized service model typical for independent RIAs working with high-net-worth households.

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Public Holdings

Investments & Alternatives

Location & Offices