Clearbridge Investments, LLC
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Learn more about Clearbridge Investments, LLC
Overview
Clearbridge Investments, LLC is a financial advisor company based in New York, New York. Clearbridge Investments, LLC administers $138.3 billion in assets across 115,183 client accounts, placing it among the biggest firms in the country by assets under management (AUM). The firm has a large team, including 68 financial advisors. Clearbridge Investments, LLC does not act as a registered broker-dealer, meaning the firm cannot buy and sell securities for its accounts and those of its customers and instead has to go through a broker-dealer firm to do so. Securities are defined as tradable fiscal assets such as bonds, stocks and options.
Clearbridge Investments, LLC manages most of the firm's accounts in a discretionary manner. Discretionary management means that buy and sell decisions are made by a portfolio manager without needing the customer's authorization. It also oversees one non-discretionary accounts totaling $27.1 billion in assets under management. Clearbridge Investments, LLC's average account size is $1.2 million. The typical advisor at Clearbridge Investments, LLC manages about 1,694 client accounts.
The firm's central office is at 620 8Th Avenue, New York, New York 10018. Clearbridge Investments, LLC is allowed to provide services to customers throughout 51 U.S. states and territories.
Assets Under Management
Number of Advisors
Disclosures
Office Location
Clearbridge Investments, LLC by the Numbers
$138.3 billion
218
115,183
$1.2 million
Fee Structure
A financial advisor's fees largely depend on the type of financial services provided. However, fee types billed by Clearbridge Investments, LLC can be comprised of the following fee types: asset-based or performance-based. Wrap fee programs, or the practice of bundling services for a single fee, are offered by the company.
Available
-
Offered by 69% of firms
Percentage of Assets
-
Offered by 26% of firms
Performance-based
Unavailable
-
Find one of the 21% of firms that offer this fee type
Hourly
-
Find one of the 1% of firms that offer this fee type
Commissions
-
Find one of the 0% of firms that offer this fee type
Subscription
-
Find one of the 32% of firms that offer this fee type
Fixed
-
Find one of the 10% of firms that offer this fee type
Other
Types of Clients
The firm works with a broad range of investors. The firm caters to retail investors, high net worth investors, banking institutions, investment companies, pooled investment vehicles, pension plans, charitable organizations, state or municipal government entities, other investment advisers, insurance companies and corporations. Out of its 115,183 accounts, Clearbridge Investments, LLC's largest client group is retail investors, although it also serves 1,308 high-net-worth individuals. The SEC defines a high-net-worth individual as a person who has at least $750,000 in AUM or a net worth of more than $1.50 million or who counts as a "qualified purchaser" (a standard met by having at least $5 million in investments). Just 1% of the company's customers are represented by non-U.S. persons.
- High-Net-Worth Individuals* - 1.14%
- Other Individuals - 97.42%
- Corporations - 1.2%
- Charitable Organizations - 0.24%
* 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
Clearbridge Investments, LLC does not have any disclosures.
Please visit its Form ADV for more details.
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Financial Advisors at Clearbridge Investments, LLC
New York, NY
New York, NY
New York, NY
New York, NY
New York, NY
New York, NY
New York, NY
New York, NY
New York, NY
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