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Building 2CLEARBRIDGE INVESTMENTS (NORTH AMERICA) PTY LIMITED

Map pinSYDNEY
Phone61 2 9397 7300
NotebookSEC #801-70506
Total AUM
$2.2B
Employees
0
Clients
19

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
LEVEL 13, 35 CLARENCE STREET
SYDNEY
2000
Australia
Operating Hours
8.30AM - 5.00PM
Monday - Friday
Phone
61 2 9397 7300

ReceiptFinancials

Total AUM
$2.2B
Accounts
19
Discretionary
$2.2B
Accounts
17
Non-Discretionary
$41M
Accounts
2

ContactClients

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Individual Clients
3
AUM
$677.3K
Investment Company Clients
3
AUM
$347.1M
Pooled Vehicle Clients
5
AUM
$1.5B
Pension/Profit Sharing Plan Clients
2
AUM
$333.2M
Investment Advisor Clients
2
AUM
$41M
Corporation or Business Clients
4
AUM
$8.7M

Briefcase businessServices

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Services Offered
Company Portfolio ManagementInstitutional Portfolio ManagementPooled Vehicle Portfolio Management
Compensation Types
Charges Percentage AUM

Shield checkCompliance

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

None reported

HandshakeAffiliates

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Affiliates
Reported 13 business affiliates.
Claimed Affiliates
Reported as an affiliate by 25 other businesses.

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