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| Clarion Partners LLC
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|---|---|
| CRD # | 108803 |
| SEC # | 801-16611 |
| CIK # | 0001665332, 0001779153 |
| AUM | $79.3 BB (2023-12-22) |
| Employees | 305 (62% Investors, 7% Brokers) |
| Phone | 212-883-2500 |
| Address | 230 Park Avenue New York, NY 10169 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($BB) |
|---|
| Type | Form D Funds | Date | Sold ($MM) | AUM ($MM) |
|---|---|---|---|---|
| RE | Clarion Logistics UK Fund SCSP | 2023-12-22 | 261.8 | |
| RE | CIV Portfolio LP | [2021-06-29] | 350.0 | 350.7 |
| HF | Clarion Europe Logistics V SCA SICAV-SIF | [2021-06-29] | 322.5 | 1,532.2 |
| RE | Clarion Partners Multi Strategy Real Estate Offshore Fund LP | 2020-06-30 | 37.2 | |
| RE | CV QOZ Partners A LP | [2020-06-30] | 20.1 | 122.0 |
| RE | CV QOZ Partners B LP | [2020-06-30] | 21.1 | 178.5 |
| RE | Clarion Partners Real Estate IDF LP | [2019-06-28] | 0.0 | 50.0 |
| HF | Clarion Gables Multifamily Trust Parallel Fund LP | [2018-05-31] | 775.0 | 1,217.2 |
| RE | Clarion Ventures 4 Parallel II LP | [2018-05-31] | 0.0 | 1.1 |
| RE | Clarion Retail LP | [2017-06-30] | 0.0 | 91.6 |
| View All | ||||
| AUM Breakdown | Accounts | AUM ($BB) |
|---|---|---|
| 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 | 1 | 0.6 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 22 | 64.3 |
| (g) Pension and profit sharing plans | 5 | 2.1 |
| (h) Charitable organizations | 0 | 0.6 |
| (i) State or municipal government entities | 9 | 9.7 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.7 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 1.2 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 42 | 79.3 |
| By Discretionary | ||
| Discretionary | 32 | 71.5 |
| Non-Discretionary | 10 | 7.7 |
| Total | 42 | 79.3 |
| By Non-United States Persons | ||
| Non-United States Persons | 3.4 | |
| United States Persons | 75.9 | |
| Total | 42 | 79.3 |
| Form D Directors | # Filings | # Firms | 2011 - 2024 | |
|---|---|---|---|---|
| Simon Barnes | 60 | |||
| Jens Hoellermann | 51 | |||
| Heather Hopkins | 9 | |||
| Indraneel Karlekar | 55 | |||
| David Gilbert | 51 | |||
| Stephen Furnary | 36 | |||
| Hugh Macdonnell | 33 | |||
| Craig Tagen | 31 | |||
| Edward Carey | 26 | |||
| Patrick Tully Jr | 26 | |||
| View All | ||||
| EDGAR Form | CIK | 2011 - 2024 |
|---|---|---|
| D | [0001665332] | |
| 3 | [0001779153] |
| Form 3/4/5 Subject | 2011 - 2024 |
|---|---|
| Clarion Partners Real Estate Income Fund Inc. | |
| Clarion Partners, LLC |
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