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CLEARBRIDGE INVESTMENT MANAGEMENT LIMITED
EDINBURGH
44 131 229 5252
SEC #801-65715Total AUM
$9.9B
Employees
44Clients
5,185Firm 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
9AM - 5:30PM GMT
Monday - Friday
Monday - Friday
Phone
44 131 229 5252
Financials
Total AUM
$9.9B
Accounts
5,185Discretionary
$9.2B
Accounts
5,178Non-Discretionary
$653M
Accounts
7
Clients
Individual Clients
4,987AUM
$1.7B
HNW Individual Clients
7AUM
$40.8M
Investment Company Clients
1AUM
$294M
Pooled Vehicle Clients
16AUM
$4.7B
Pension/Profit Sharing Plan Clients
22AUM
$1.5B
Charitable Organization Clients
38AUM
$215.9M
Government Entity Clients
1AUM
$671.7M
Investment Advisor Clients
7AUM
$653M
Insurance Company Clients
1AUM
$310.2K
Corporation or Business Clients
105AUM
$104.8M
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
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Affiliates
Affiliates
Reported 78 business affiliates.
Claimed Affiliates
Reported as an affiliate by 25 other businesses.