Clarion Partners
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Overview
Clarion Partners operates as a financial advisory firm that has its headquarters in New York, New York. Clarion Partners handles $83.8 billion in assets across 42 accounts, placing it among the biggest firms in the nation by assets under management (AUM). Clarion Partners has a large group, including 188 financial advisors. Clarion Partners is not a registered broker-dealer, signifying that the company is not able to buy and sell securities for its own accounts as well as its clients' and instead must go through a broker-dealer firm to do so. Securities are tradable fiscal investments such as options, stocks and bonds.
Clarion Partners oversees most of the company's client assets in a discretionary manner. Discretionary management means that buy and sell choices are made by an investment advisor without requiring the customer's authorization. It also oversees 10 non-discretionary accounts totaling $8.0 billion in assets. The firm administers an average of $2.0 billion for each customer account. The average financial advisor at Clarion Partners oversees fewer than one client account, making it one of the most individualized financial advisor firms in the country.
Clarion Partners's main office is at 230 Park Avenue, New York, New York 10169. The company is allowed to provide services to customers throughout a number of states, including District of Columbia, South Carolina and Texas.
Assets Under Management
Number of Advisors
Disclosures
Office Location
Clarion Partners by the Numbers

$83.8 billion

297

42

$2.0 billion
Products and Services
Clarion Partners offers a number of financial services, which can consist of portfolio management for investment companies, portfolio management for pooled investment vehicles, portfolio management for institutional clients and selection of other advisers. The company does sell products or offer services apart from investment advice to its clients. The company is affiliated with one or more other service providers in the financial services industry, including with a broker-dealer or securities dealer, banking or thrift institution, trust company and commodity pool advisor.
Core Advisor Services
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Financial Planning Services
This is the process of planning for your financial future, including for events such as retirement, your child's college education or estate succession.
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Portfolio Management
This is the selection and management of an investment mix and portfolio strategy for individuals and small businesses.
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Market Timing Services
This is the practice of attempting to make short-term profits on investments by buying low and selling high.
Other Services
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Offered by 20% of firms
Selection of Other Advisors
This is the firm's assistance with choosing other advisors to work with who may have different specialties.
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Publication of Periodicals
This is the publication of various financial education materials.
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Educational Seminars/Workshops
This is the hosting of seminars or workshops to educate investors on financial concepts.
Fee Structure
Financial advisory fees usually depend on the financial services provided. However, fee types charged by Clarion Partners can be comprised of some blend of the following fee types: asset-based, fixed, performance-based or other. Wrap fee programs, or the practice of bundling services for a single fee, are not offered by the company.
Available
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Offered by 69% of firms
Percentage of Assets
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Offered by 26% of firms
Performance-based
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Offered by 32% of firms
Fixed
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Offered by 10% of firms
Other
Unavailable
Types of Clients
The company caters to investment companies, pooled investment vehicles, pension plans and state or municipal government entities. Out of its 42 clients, Clarion Partners's largest client type by number of accounts is pooled investment vehicles. About 19% of the firm's accounts are non-U.S. persons.
- High-Net-Worth Individuals* - 0%
- Other Individuals - 0%
- Corporations - 100%
- Charitable Organizations - 0%
* The U.S. Securities and Exchange Commission (SEC) defines a high-net-worth individual as someone who has at least $750,000 under management.
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Disclosures
Clarion Partners does not have any disclosures.
Please visit its Form ADV for more details.
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Financial Advisors at Clarion Partners
Dallas, TX
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