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| Happy Holidays!! thanks for using AUM13F!! |
| Clarion Capital Partners LLC
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| CRD # | 157038 |
| SEC # | 801-73755 |
| CIK # | |
| AUM | $1.9 B (2025-05-09) |
| Employees | 36 (53% Investors, 0% Brokers) |
| Phone | 212-821-0111 |
| Address | 527 Madison Avenue New York, NY 10022 |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| Type | Form D Funds | Date | Sold ($M) | AUM ($M) |
|---|---|---|---|---|
| PE | Clarion CLO Opportunity Fund III LP | [2025-03-31] | 0.0 | 89.2 |
| PE | MPE Co-Invest LP | [2025-03-31] | 0.0 | 24.9 |
| PE | CAS Co-Invest LP | [2023-03-31] | 0.8 | 58.7 |
| PE | Clarion Investors IV LP | [2023-03-31] | 432.1 | 72.6 |
| PE | Clarion Investors IV Offshore LP | 2023-03-31 | 27.2 | |
| PE | V10 Co-Invest LP | [2023-03-31] | 0.0 | 50.1 |
| PE | Clarion CLO Opportunity Master Fund II LP | [2022-03-31] | 4.8 | 156.6 |
| PE | Clarion CLO SLP II LP | 2022-03-31 | 8.8 | |
| PE | Clarion CLO Opportunity Master Fund LP | [2020-03-27] | 4.8 | 48.6 |
| PE | Clarion CLO SLP LP | 2020-03-27 | 10.9 | |
| View All | ||||
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 0 | 0.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 22 | 1,913.7 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 1 | 9.7 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 1 | 2.0 |
| Total | 24 | 1,925.4 |
| By Discretionary | ||
| Discretionary | 24 | 1,925.4 |
| Non-Discretionary | 0 | 0.0 |
| Total | 24 | 1,925.4 |
| By Non-United States Persons | ||
| Non-United States Persons | 679.2 | |
| United States Persons | 1,246.3 | |
| Total | 24 | 1,925.4 |
| Form D Directors | # Filings | # Firms | 2011 - 2025 |
|---|---|---|---|
| Robert Klein | 76 | ||
| Eric Kogan | 24 | ||
| Marc Utay | 21 | ||
| Doug Mellinger | 7 |
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|---|---|---|
|
OMNI Bridgeway Management USA LLC
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|
NY | 2.0 |
|
Blue Point Capital Partners LLC
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|
OH | 1.9 |
|
Serve Capital Partners LLC
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TX | 1.9 |
|
Long Ridge Capital Management LP
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NY | 1.9 |
|
Mason Wells Inc
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WI | 1.9 |
|
Everside Capital Partners LLC
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NY | 1.9 |
|
Sandton Capital Partners LP
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NY | 1.9 |
|
Southfield Capital LP
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CT | 1.9 |
|
Formentera Partners LP
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TX | 1.9 |
|
Tyree & D'Angelo Partners Management LP
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|
IL | 1.9 |