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CLEARBRIDGE INVESTMENTS, LLC
CRD 137028 · SEC 801-64710
ONE MADISON AVENUE, 18TH FLOOR, NEW YORK, NY, 10010, United States
Phone
212-805-2000
Fax
877-638-5508
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$184.81B
Discretionary AUM
$141.54B
Team
210 total employees; 71 advisory reps; 1 broker-dealer reps
Clients
—
Fees
Percentage of AUM; Performance-based fees
Org form
Limited Liability Company
Filing date
2026-01-05
Disciplinary history
No
Services
Portfolio management (individuals)Portfolio management (investment companies)Portfolio management (pooled vehicles)Portfolio management (institutions)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 122494 | $47.40B |
| High net worth individuals | 452 | $1.32B |
| Banking/thrift institutions | 33 | $313.9M |
| Investment companies | 44 | $74.57B |
| Pooled investment vehicles | 47 | $11.01B |
| Pension/profit sharing plans | 469 | $2.63B |
| Charitable organizations | 244 | $1.53B |
| State/municipal entities | 17 | $276.3M |
| Other investment advisers | 68 | $42.80B |
| Insurance companies | 3 | $445.4M |
| Corporations/business entities | 659 | $2.50B |
States served
VT, AL, AK, AZ, AR, CA, CO, DE, DC, GA, ID, IL, IN, IA, KS, KY, LA, ME, MD, MA, MI, MN, MS, MT, NE, NV, NJ, NM, NY, NC, ND, OH, OK, OR, PA, PR, RI, SC, TN, UT, VA, WV, WI, WY, VI, MO, WA, TX, NH, HI, CT, FL, SD
All web addresses on file
- HTTPS://WWW.INSTAGRAM.COM/CLEARBRIDGEINVESTMENTS
- HTTPS://WWW.CLEARBRIDGE.COM
- https://www.linkedin.com/company/clearbridge-investments
- HTTPS://WWW.FACEBOOK.COM/CLEARBRIDGEINVESTMENTS
- https://www.youtube.com/user/clearbridgechannel
- https://podcasts.apple.com/ca/podcast/clearbridge-investments/id1098322760
- https://www.threads.net/@clearbridgeinvestments
Official SEC filing: View on IAPD