|
⚲
|
| Clearbridge Investment Management Limited
✚
|
|
|---|---|
| CRD # | 139012 |
| SEC # | 801-65715 |
| CIK # | 0000820330, 0001034883, 0001499094, 0000277518, 0001348883, 0001034882 |
| AUM | $9.9 B (2026-06-16) |
| Employees | 44 (36% Investors, 0% Brokers) |
| Phone | 441312295252 |
| Address | 5 Morrison Street Edinburgh, United Kingdom |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] |
| Total AUM ($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 Absolute Return Funds - China Fund | 2012-03-28 | 6.0 | |
| HF | Martin Currie Absolute Return Funds - Global Financials Fund | 2012-03-28 | 0.0 | |
| HF | Martin Currie Absolute Return Funds - Global Resources Fund | 2012-03-28 | 28.1 |
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 4,987 | 1.7 |
| (b) Individuals (high net worth individuals) | 7 | 0.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 1 | 0.3 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 16 | 4.7 |
| (g) Pension and profit sharing plans | 22 | 1.5 |
| (h) Charitable organizations | 38 | 0.2 |
| (i) State or municipal government entities | 0 | 0.7 |
| (j) Other investment advisers | 7 | 0.7 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 105 | 0.1 |
| (n) Other | 0 | 0.0 |
| Total | 5,185 | 9.9 |
| By Discretionary | ||
| Discretionary | 5,178 | 9.2 |
| Non-Discretionary | 7 | 0.7 |
| Total | 5,185 | 9.9 |
| By Non-United States Persons | ||
| Non-United States Persons | 5.5 | |
| United States Persons | 4.3 | |
| Total | 5,185 | 9.9 |
| Limited Partners | 2011 - 2026 |
|---|---|
| Minnesota State Board of Investment | |
| New York State and Local Retirement System | |
| State of Michigan Retirement System | |
| Teachers' Retirement System of the City of New York |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0000820330] | |
| SC 13G | [0000820330] | |
| 13F-NT | [0001034882] | |
| SC 13G | [0001034882] | |
| 13F-NT | [0001034883] | |
| SC 13G | [0001034883] | |
| 13F-HR | [0001348883] | |
| 3 | [0001348883] | |
| SC 13G | [0001348883] | |
| 13F-HR | [0001499094] | |
| 13F-NT | [0001499094] | |
| SC 13G | [0001499094] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Guardian Capital LP
✚
|
10.7 | |
|
Ruane Cunniff & Goldfarb LP
✚
|
NY | 10.5 |
|
Pinnacle Associates Ltd
✚
|
NY | 10.4 |
|
Caledonia Private Investments PTY Limited
✚
|
10.2 | |
|
ARIN Risk Advisors LLC
✚
|
PA | 10.2 |
|
SpiderRock Advisors LLC
✚
|
IL | 9.8 |
|
Gardner Russo & Quinn LLC
✚
|
PA | 9.4 |
|
Advent Capital Management LLC
✚
|
NY | 8.8 |
|
Hamlin Capital Management LLC
✚
|
NY | 8.7 |
|
Millburn Ridgefield LLC
✚
|
NY | 8.7 |