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CLEARBRIDGE INVESTMENT MANAGEMENT LIMITED

CRD 139012 · SEC 801-65715

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5 MORRISON STREET, LEVEL 2, EDINBURGH, VT, EH3 8BH, United Kingdom

Phone

44 131 229 5252

Fax

44 131 228 5959

Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$9.89B

Discretionary AUM

$9.24B

Team

44 total employees; 16 advisory reps

Clients

Fees

Percentage of AUM; Performance-based fees

Org form

Corporation

Filing date

2026-06-16

Disciplinary history

Yes

Services

Portfolio management (individuals)Portfolio management (investment companies)Portfolio management (pooled vehicles)Portfolio management (institutions)

Client types

TypeClientsAUM
Individuals4987$1.67B
High net worth individuals7$40.8M
Investment companies1$294.0M
Pooled investment vehicles16$4.74B
Pension/profit sharing plans22$1.50B
Charitable organizations38$215.9M
Other investment advisers7$653.0M
Corporations/business entities105$104.8M

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

Official SEC filing: View on IAPD