Sign in
Create a free account
CLEARBRIDGE INC.
EDINBURGH
44 131 229 5252
SEC #801-14261Total AUM
$7.3B
Employees
4Clients
5,672Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
5 MORRISON STREET
LEVEL 2
EDINBURGH
EH3 8BH
United Kingdom
LEVEL 2
EDINBURGH
EH3 8BH
United Kingdom
Operating Hours
9A.M. TO 5.30P.M. (GMT)
Monday - Friday
Monday - Friday
Phone
44 131 229 5252
Other Offices
1
Financials
Total AUM
$7.3B
Accounts
5,672Discretionary
$6.6B
Accounts
5,664Non-Discretionary
$740M
Accounts
8
Clients
HNW Individual Clients
4AUM
$31.4M
Investment Company Clients
3AUM
$502.1M
Pooled Vehicle Clients
7AUM
$717M
Pension/Profit Sharing Plan Clients
23AUM
$76.6M
Charitable Organization Clients
38AUM
$84.6M
Government Entity Clients
8AUM
$3.2B
Investment Advisor Clients
5,470AUM
$2.6B
Insurance Company Clients
2AUM
$45.1M
Corporation or Business Clients
117AUM
$71M
Services
Services Offered
Company Portfolio ManagementIndividual Portfolio ManagementInstitutional Portfolio ManagementPooled Vehicle Portfolio Management
Compensation Types
Charges Percentage AUMCharges Performance-Based
Compliance
Disclosures
Other Regulator False Statement/DishonestyOther Regulator Order (Past 10 Years)Other Regulator Violation FindingSEC/CFTC False Statement FindingSEC/CFTC Order EntrySEC/CFTC Penalty/Cease-and-DesistSEC/CFTC Violation Finding
State Registrations
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPAPRRISCSDTNTXUTVAVIVTWAWIWV
Affiliates
Affiliates
Reported 68 business affiliates.
Claimed Affiliates
Reported as an affiliate by 9 other businesses.