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CLEMENT STREET CAPITAL LLC

DOWNERS GROVE, IL · CRD 159684 · IAPD ↗ · clementstreetcapital.com · 630-701-9359

$141.0MRegulatory AUM
2Advisory reps
2Employees
53Clients
26-50Planning clients
0Private funds
1States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

58
March 2026 — CLEMENT STREET CAPITAL LLC reports 26-50 financial-planning clients, up from 11-25.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software
95
May 2025 — CLEMENT STREET CAPITAL LLC (DOWNERS GROVE, IL) is newly SEC-registered with $129.3M RAUM and 2 advisory reps.
Firm appears on the SEC roster for the first time (new RIA or state-to-SEC transition).
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.