Clemente Investment Services

Clemente Investment Services is a registered investment advisor (RIA) under the Investment Advisers Act of 1940, not a family office. Its SEC registration and Form ADV disclosures confirm it serves multiple clients — individuals, high-net-worth households, and small businesses — rather than a single family's capital. This distinction matters for allocators evaluating regulatory oversight, fiduciary obligations, and the source and permanence of its asset base.

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.

Clemente Investment Services is registered with the U.S. Securities and Exchange Commission 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.

The firm's ownership and leadership are not widely disclosed in public records. Its SEC Form ADV filing lists direct owners and executive officers, as required by regulation, but these names have not been amplified through institutional press, conference appearances, or industry rankings. The absence of a public-facing principal is consistent with a locally oriented advisory practice.

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.