Overview
Assets Under Management: $141 million
Headquarters: DOWNERS GROVE, IL
High-Net-Worth Clients: 52
Average Client Assets: $3 million
Frequently Asked Questions
CLEMENT STREET CAPITAL LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #159684), CLEMENT STREET CAPITAL LLC is subject to fiduciary duty under federal law.
CLEMENT STREET CAPITAL LLC is headquartered in DOWNERS GROVE, IL.
CLEMENT STREET CAPITAL LLC serves 52 high-net-worth clients according to their SEC filing dated February 11, 2026. View client details ↓
According to their SEC Form ADV, CLEMENT STREET CAPITAL LLC offers financial planning and portfolio management for individuals. View all service details ↓
CLEMENT STREET CAPITAL LLC manages $141 million in client assets according to their SEC filing dated February 11, 2026.
According to their SEC Form ADV, CLEMENT STREET CAPITAL LLC serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 52
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 98.22
Average High-Net-Worth Client Assets: $3 million
Total Client Accounts: 202
Discretionary Accounts: 202
Regulatory Filings
CRD Number: 159684
Filing ID: 2053282
Last Filing Date: 2026-02-11 16:18:47