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CLEARBRIDGE INVESTMENT MANAGEMENT LIMITED
CRD 139012 · SEC 801-65715
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
| Type | Clients | AUM |
|---|---|---|
| Individuals | 4987 | $1.67B |
| High net worth individuals | 7 | $40.8M |
| Investment companies | 1 | $294.0M |
| Pooled investment vehicles | 16 | $4.74B |
| Pension/profit sharing plans | 22 | $1.50B |
| Charitable organizations | 38 | $215.9M |
| Other investment advisers | 7 | $653.0M |
| Corporations/business entities | 105 | $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