Updated:
Clemente Investment Services
CLEMENTE INVESTMENT SERVICES LLC is a state-registered investment adviser in KINGSTON, PA. It has 2 employees and 2 investment advisers. The firm is based in...
Clemente Investment Services
CLEMENTE INVESTMENT SERVICES LLC is a state-registered investment adviser in KINGSTON, PA. It has 2 employees and 2 investment advisers. The firm is based in Pennsylvania.
General information
Firm type
Asset Manager
Location
Region
North America
Country
United States
Frequently asked questions
Does the firm run a direct investment strategy or allocate to third-party managers?
Per its regulatory filings, Clemente allocates client capital across mutual funds, ETFs, and separate account managers rather than operating an in-house direct-investment platform. The firm does not publicly claim a proprietary fund, direct private equity capability, or co-investment program. Its value proposition rests on manager selection and portfolio construction, not deal origination.
What is the firm's regulatory status and disciplinary record?
Clemente Investment Services as an investment advisor. Publicly available SEC and FINRA records show no material disciplinary events, regulatory actions, or client disputes. This clean record reflects a firm operating within standard advisory compliance frameworks.
What is the firm's AUM and client profile?
Clemente Investment Services does not publish assets under management, and its SEC filings place it below the threshold requiring detailed AUM disclosure in public databases. The client base comprises individuals and high-net-worth households, with a smaller allocation to businesses, per the firm's own regulatory disclosures. No institutional separate-account mandates are publicly documented.
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
Need institutional-grade insight on registered investment advisers?
Altss delivers:
Prefer a guided tour?
We’ll walk you through: