# Clemensen Capital Company LLC

> Clemensen Capital Company LLC is a state-registered investment advisory firm, registered since 2013, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated May 2, 2026.

- CRD: 166837
- Filed as: CLEMENSEN CAPITAL COMPANY LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Filing period: October 2026
- Form ADV filing dated: May 2, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/166837
- AdvisorCensus page: https://advisorcensus.com/firm/clemensen-capital-company-llc-166837

## Quick answers

**How is Clemensen Capital Company LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Clemensen Capital Company LLC reports these compensation arrangements: a percentage of assets under its management. The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Is Clemensen Capital Company LLC registered with the SEC or a state?**
Clemensen Capital Company LLC is a state-registered investment advisory firm, registered since 2013. Status as filed: APPROVED. CRD 166837.

**How much does Clemensen Capital Company LLC manage?**
Clemensen Capital Company LLC reports $70,271,389 in regulatory assets under management in its Form ADV filing dated May 2, 2026 (97% discretionary).

**What types of clients does Clemensen Capital Company LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (76); high net worth individuals (36); corporations or other businesses not listed above (5).

**Does Clemensen Capital Company LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/166837

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management

### Regulatory assets under management (Item 5.F)
- Total: $70,271,389
- Discretionary: $68,396,894
- Non-discretionary: $1,874,495

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 76 | $23,246,750 |
| High net worth individuals | 36 | $43,357,560 |
| Investment companies | 0 | Not reported |
| Business development companies | 0 | Not reported |
| Pooled investment vehicles (other than investment companies and business development companies) | 0 | Not reported |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 0 | Not reported |
| Charitable organizations | 2 | $2,294,622 |
| State or municipal government entities (including government pension plans) | 0 | Not reported |
| Other investment advisers | 1 | $296,658 |
| Insurance companies | 0 | Not reported |
| Sovereign wealth funds and foreign official institutions | 0 | Not reported |
| Corporations or other businesses not listed above | 5 | $1,075,799 |

### Advisory services (Item 5.G)
- Portfolio management for individuals and/or small businesses
- Other

### Firm details
- Registered since: 2013 (12 years)
- Employees: 4 total, 4 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA, MA, NJ, NY, TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- LinkedIn @clemensen
- LinkedIn @fred-offenberg-3089107
- LinkedIn @monroe-helm-7808b837
- LinkedIn @tommoorecfa

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Clemensen Capital Company LLC (CRD 166837): Form ADV filing data as of October 2026.