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| Clearbridge Investments LLC
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|---|---|
| CRD # | 137028 |
| SEC # | 801-64710 |
| CIK # | |
| AUM | 184.81 B (2026-01-05) |
| Employees | 210 (34% Investors, 32% Brokers) |
| Fees | |
| Minimum | |
| Phone | 212-805-2000 |
| Address | One Madison Avenue New York, NY 10010 |
| Source | [IAPD] [Website] [Twitter] [LinkedIn] [Facebook] [Instagram] |
| Total AUM ($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 |
| 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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