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Building 2CLEARBRIDGE INVESTMENTS, LLC

Map pinNEW YORK, NY
Phone212-805-2000
NotebookSEC #801-64710
Total AUM
$184.8B
Employees
210
Clients
124,530

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
ONE MADISON AVENUE
18TH FLOOR
NEW YORK
NY 10010
United States
Operating Hours
9:00A.M-5:00P.M.
Monday - Friday
Phone
212-805-2000
Other Offices
8

ReceiptFinancials

Total AUM
$184.8B
Accounts
12,530
Discretionary
$141.5B
Accounts
12,459
Non-Discretionary
$43.3B
Accounts
71

ContactClients

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Individual Clients
122,494
AUM
$47.4B
HNW Individual Clients
452
AUM
$1.3B
Banking Clients
33
AUM
$313.9M
Investment Company Clients
44
AUM
$74.6B
Pooled Vehicle Clients
47
AUM
$11B
Pension/Profit Sharing Plan Clients
469
AUM
$2.6B
Charitable Organization Clients
244
AUM
$1.5B
Government Entity Clients
17
AUM
$276.3M
Investment Advisor Clients
68
AUM
$42.8B
Insurance Company Clients
3
AUM
$445.4M
Corporation or Business Clients
659
AUM
$2.5B

Briefcase businessServices

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Services Offered
Company Portfolio ManagementIndividual Portfolio ManagementInstitutional Portfolio ManagementPooled Vehicle Portfolio Management
Compensation Types
Charges Percentage AUMCharges Performance-Based

Shield checkCompliance

Disclosures
SEC/CFTC Order EntrySEC/CFTC Penalty/Cease-and-DesistSEC/CFTC Violation Finding
State Registrations
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPAPRRISCSDTNTXUTVAVIVTWAWIWV

HandshakeAffiliates

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Affiliates
Reported 20 business affiliates.
Claimed Affiliates
Reported as an affiliate by 42 other businesses.

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