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| Clearbridge Inc
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|---|---|
| CRD # | 110909 |
| SEC # | 801-14261 |
| CIK # | 0001034882, 0001034883, 0000820330, 0001348883, 0000277518, 0001499094 |
| AUM | $7.3 B (2025-10-02) |
| Employees | 4 (0% Investors, 0% Brokers) |
| Phone | 441312295252 |
| Address | 5 Morrison Street Edinburgh, United Kingdom |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] |
| Total AUM ($B) |
|---|
| Sector | Form 13F Holdings | Value ($B) | |
|---|---|---|---|
| Nvidia Corp | 5.7 | ||
| Microsoft Corp | 3.4 | ||
| Apple Inc | 3.3 | ||
| Alphabet Inc | 3.0 | ||
| Amazon Com Inc | 3.0 | ||
| Facebook Inc | 2.7 | ||
| Broadcom Inc | 2.6 | ||
| Visa Inc | 2.0 | ||
| Netflix Inc | 1.9 | ||
| Williams Companies Inc | 1.7 | ||
| View All | |||
| Holdings by Sector ($B) |
|---|
| Type | Form D Funds | Date | Sold ($M) | AUM ($M) |
|---|---|---|---|---|
| HF | Martin Currie Japan Hedge Fund | [2016-06-29] | 0.0 | 250.8 |
| HF | Martin Currie Absolute Return Funds - Japan Fund | [2012-03-28] | 0.0 | 224.9 |
| HF | Martin Currie European Hedge Fund US Dollar Portfolio | [2012-03-28] | 18.8 | 7.7 |
| Other | MC Asia Long Term Unconstrained Fund | [2012-03-28] | 45.0 | 152.0 |
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 4 | 0.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 3 | 0.5 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 7 | 0.7 |
| (g) Pension and profit sharing plans | 23 | 0.1 |
| (h) Charitable organizations | 38 | 0.1 |
| (i) State or municipal government entities | 8 | 3.2 |
| (j) Other investment advisers | 5,470 | 2.6 |
| (k) Insurance companies | 2 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 117 | 0.1 |
| (n) Other | 0 | 0.0 |
| Total | 5,672 | 7.3 |
| By Discretionary | ||
| Discretionary | 5,664 | 6.6 |
| Non-Discretionary | 8 | 0.7 |
| Total | 5,672 | 7.3 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.2 | |
| United States Persons | 7.1 | |
| Total | 5,672 | 7.3 |
| Form D Directors | Role | # Filings | # Firms | 2011 - 2026 |
|---|---|---|---|---|
| David McGeough | Director | 60 | 17 | |
| Clive Harris | Director | 275 | 13 | |
| Arthur Jones | Director | 8 | 3 | |
| Elizabeth Denman | Director | 7 | 3 | |
| Michael Hoare | Director | 6 | 2 | |
| Jamie Skinner | Director | 5 | 2 | |
| Jan Ankarcrona | Director | 4 | 2 | |
| Aly El Tahry | Director | 2 | 2 | |
| Keith Skinner | Director | 1 | 1 | |
| Dominik Issler | Director | 1 | 1 | |
| View All | ||||
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0000820330] | |
| SC 13G | [0000820330] | |
| 13F-NT | [0001034882] | |
| SC 13G | [0001034882] | |
| 13F-NT | [0001034883] | |
| SC 13G | [0001034883] | |
| 13F-HR | [0001348883] | |
| 3 | [0001348883] | |
| SC 13G | [0001348883] | |
| 13F-HR | [0001499094] | |
| 13F-NT | [0001499094] | |
| SC 13G | [0001499094] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Hillsdale Investment Management Inc
✚
|
7.8 | |
|
Osterweis Capital Management LLC
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|
CA | 7.5 |
|
Chicago Partners Investment Group LLC
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IL | 7.5 |
|
Lyrical Asset Management LP
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|
NY | 7.4 |
|
Springs Capital Hong Kong Limited
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7.2 | |
|
Tweedy Browne Company LLC
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CT | 7.1 |
|
Dakota Wealth LLC
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|
FL | 6.9 |
|
Conestoga Capital Advisors LLC
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|
PA | 6.9 |
|
GMT Capital Corp
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|
GA | 6.9 |
|
LMCG Investments LLC
✚
|
MA | 6.8 |