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| Clearbridge Investments LLC
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| CRD # | 137028 |
| SEC # | 801-64710 |
| CIK # | 0001348883, 0000820330, 0000277518, 0001034882, 0001499094, 0001034883 |
| AUM | 184.81 B (2026-01-05) |
| Employees | 210 (34% Investors, 32% Brokers) |
| Phone | 212-805-2000 |
| Address | One Madison Avenue New York, NY 10010 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Facebook] [Instagram] |
| 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 | AUM |
|---|---|---|---|---|
| Other | CIT - International Growth | 2019-06-26 | 49.5 M | |
| Other | CIT - Int'l Small Cap Opportunity | 2012-03-29 | 2.4 M | |
| HF | Clearbridge CDIP Feeder Fund LP | [2012-03-29] | 13.6 M | |
| Filed 2019-03-15 (D/A) · Exemption 3(c), 3(c)(7) · Remaining Indefinite · Duration More than one year · Net Assets $25,000,001 - $50,000,000 | ||||
| HF | Clearbridge Global Healthcare Innovations LP | [2012-03-29] | 1.5 M | |
| Other | Clearbridge Group Trust | 2012-03-29 | 31.8 M | |
| HF | Clearbridge Select LP | [2012-03-29] | 4.4 M | |
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 122,494 | 47.4 |
| (b) Individuals (high net worth individuals) | 452 | 1.3 |
| (c) Banking or thrift institutions | 33 | 0.3 |
| (d) Investment companies | 44 | 74.6 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 47 | 11.0 |
| (g) Pension and profit sharing plans | 469 | 2.6 |
| (h) Charitable organizations | 244 | 1.5 |
| (i) State or municipal government entities | 17 | 0.3 |
| (j) Other investment advisers | 68 | 42.8 |
| (k) Insurance companies | 3 | 0.4 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 659 | 2.5 |
| (n) Other | 0 | 0.0 |
| Total | 12,530 | 184.8 |
| By Discretionary | ||
| Discretionary | 12,459 | 141.5 |
| Non-Discretionary | 71 | 43.3 |
| Total | 12,530 | 184.8 |
| By Non-United States Persons | ||
| Non-United States Persons | 11.2 | |
| United States Persons | 173.6 | |
| Total | 12,530 | 184.8 |
| Limited Partners | 2011 - 2026 |
|---|---|
| Teachers' Retirement System of the City of New York |
| Form D Directors | Role | # Filings | # Firms | 2011 - 2026 |
|---|---|---|---|---|
| CBA CDIP Feeder Fund Partners LLC | Promoter | 1 | 1 |
| 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] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $97.5B |
| Clients | 1 (1 non-US) |
| Serves | Institutional, Retail |
| Fund Types | Hedge Fund |
| LEI | 549300L5KZQRDVVXSK45 |
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