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| Clearbridge Investments LLC
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| CRD # | 137028 |
| SEC # | 801-64710 |
| CIK # | 0000820330, 0001348883, 0001499094 |
| AUM | $180.8 B (2025-04-22) |
| Employees | 214 (29% Investors, 35% Brokers) |
| Phone | 212-805-2000 |
| Address | One Madison Avenue New York, NY 10010 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Facebook] [Instagram] |
| Total AUM ($B) |
|---|
| Sector | Form 13F Holdings | Value ($B) | |
|---|---|---|---|
| Microsoft Corp | 5.9 | ||
| Nvidia Corp | 5.5 | ||
| Facebook Inc | 4.1 | ||
| Amazon Com Inc | 4.0 | ||
| Apple Inc | 3.2 | ||
| Broadcom Inc | 3.0 | ||
| VISA Inc | 2.9 | ||
| Netflix Inc | 2.2 | ||
| Alphabet Inc | 1.6 | ||
| J P Morgan Chase & Co | 1.5 | ||
| View All | |||
| Holdings by Sector ($B) |
|---|
| Type | Form D Funds | Date | Sold ($M) | AUM ($M) |
|---|---|---|---|---|
| Other | CIT - International Growth | 2019-06-26 | 42.0 | |
| Other | CIT - Int'l Small Cap Opportunity | 2012-03-29 | 2.4 | |
| HF | Clearbridge CDIP Feeder Fund LP | [2012-03-29] | 0.0 | 60.0 |
| HF | Clearbridge Global Healthcare Innovations LP | [2012-03-29] | 4.7 | |
| Other | Clearbridge Group Trust | 2012-03-29 | 31.8 | |
| HF | Clearbridge Select LP | [2012-03-29] | 11.1 |
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 120,505 | 46.0 |
| (b) Individuals (high net worth individuals) | 264 | 0.8 |
| (c) Banking or thrift institutions | 40 | 0.3 |
| (d) Investment companies | 46 | 75.1 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 51 | 12.1 |
| (g) Pension and profit sharing plans | 451 | 2.6 |
| (h) Charitable organizations | 255 | 1.4 |
| (i) State or municipal government entities | 14 | 0.2 |
| (j) Other investment advisers | 53 | 39.5 |
| (k) Insurance companies | 4 | 0.6 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 692 | 2.1 |
| (n) Other | 0 | 0.0 |
| Total | 122,375 | 180.8 |
| By Discretionary | ||
| Discretionary | 122,305 | 140.8 |
| Non-Discretionary | 70 | 40.0 |
| Total | 122,375 | 180.8 |
| By Non-United States Persons | ||
| Non-United States Persons | 11.8 | |
| United States Persons | 169.0 | |
| Total | 122,375 | 180.8 |
| Limited Partners | 2011 - 2025 |
|---|---|
| Teachers' Retirement System of the City of New York |
| Form D Directors | # Filings | # Firms | 2011 - 2025 |
|---|---|---|---|
| CBA CDIP Feeder Fund Partners LLC | 1 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0000820330] | |
| SC 13G | [0000820330] | |
| 13F-HR | [0001348883] | |
| 3 | [0001348883] | |
| SC 13G | [0001348883] | |
| 13F-HR | [0001499094] | |
| SC 13G | [0001499094] |
| Related Firms | State | AUM ($B) |
|---|---|---|
|
Clearbridge Investments LLC
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|
NY | 180.8 |
|
Legg Mason Asset Management Hong Kong Limited
✚
|
0.0 | |
|
Legg Mason Fund Adviser Inc
✚
|
MD | 0.0 |
|
Legg Mason Funds Management Inc
✚
|
MD | 0.0 |
|
Legg Mason Global Equities LLC
✚
|
MD | 0.0 |
|
Legg Mason International Equities Hong Kong Limited
✚
|
0.0 | |
|
Legg Mason International Equities Singapore Limited
✚
|
0.0 | |
|
Legg Mason Partners Fund Advisor, LLC
✚
|
0.0 | |
|
Legg Mason Real Estate Services Inc
✚
|
PA | 0.0 |
|
Legg Mason Trust FSB
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|
MD | 0.0 |
|
Legg Mason Wood Walker Incorporated
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|
MD | 0.0 |
|
QS Legg Mason Global Asset Allocation LLC
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|
NY | 0.0 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Nikko Asset Management Co Ltd
✚
|
213.8 | |
|
Jennison Associates LLC
✚
|
NY | 211.3 |
|
HSBC Global Asset Management UK Limited
✚
|
210.3 | |
|
Manulife Investment Management US LLC
✚
|
MA | 201.4 |
|
Macquarie Investment Management Business Trust
✚
|
PA | 164.3 |
|
Artisan Partners Limited Partnership
✚
|
WI | 162.7 |
|
Mackenzie Financial Corporation
✚
|
162.4 | |
|
AQR Capital Management LLC
✚
|
CT | 160.5 |
|
GQG Partners LLC
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|
FL | 153.0 |
|
Onedigital Investment Advisors LLC
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|
KS | 142.6 |