CLEARBRIDGE INVESTMENTS (NORTH AMERICA) PTY LIMITED

CRD 151223 · SEC 801-70506

Corporate platformCorporation

Large incorporated asset manager or corporate group — typically not a local adviser team.

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LEVEL 13, 35 CLARENCE STREET, SYDNEY, 2000, Australia

Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$2.23B

Discretionary AUM

$2.19B

Team

0 total employees; 0 advisory reps

Clients

—

Fees

Percentage of AUM

Org form

Corporation

Filing date

2025-12-19

Disciplinary history

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Services

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

Client types

Type	Clients	AUM
Individuals	3	$677K
Investment companies	3	$347.1M
Pooled investment vehicles	5	$1.50B
Pension/profit sharing plans	2	$333.2M
Other investment advisers	2	$41.0M
Corporations/business entities	4	$8.7M

All web addresses on file

Official SEC filing: View on IAPD