Wealth Manager
    SEC Registered

    Clearbridge Investments, LLC

    Registered investment advisor · New York, New York · CRD #137028

    Assets Under Management
    $184.8B
    Client Accounts
    12,530
    Employees
    210
    CRD Number
    137028
    Registration
    SEC Registered

    Source: SEC Form ADV filings. Data as of 2026-07-06.

    About Clearbridge Investments, LLC

    ClearBridge Investments is a prominent global equity manager with over 60 years of experience in delivering long-term results through active management. As of September 30, 2025, the firm manages more than $200 billion in assets and operates with investment autonomy from its headquarters in New York, along with offices in several major cities worldwide, including Baltimore, London, and Sydney. The firm focuses on managing diversified, high-conviction portfolios through collaborative fundamental

    Fee Structure

    Percentage of assets under management Yes
    Fixed fees Not reported
    Hourly charges Yes
    Performance-based fees Yes

    Contacts, 13F holdings & brochure intel for Clearbridge Investments, LLC

    Wealthmetrica subscribers see the full picture: verified contacts and emails, quarterly 13F holdings and position changes, private funds, and ADV brochure analysis.

    Frequently Asked Questions

    What is Clearbridge Investments, LLC's AUM?

    Clearbridge Investments, LLC reports approximately $184.8B in regulatory assets under management, based on its most recent SEC Form ADV filing.

    Where is Clearbridge Investments, LLC headquartered?

    Clearbridge Investments, LLC is headquartered in New York, New York.

    What is Clearbridge Investments, LLC's CRD number?

    Clearbridge Investments, LLC's CRD number is 137028. You can use it to look up the firm's full regulatory record on the SEC's Investment Adviser Public Disclosure site.

    How many accounts does Clearbridge Investments, LLC manage?

    Clearbridge Investments, LLC manages approximately 12,530 client accounts according to its latest SEC filing.

    Is Clearbridge Investments, LLC SEC registered?

    Yes, Clearbridge Investments, LLC is registered with the SEC as an investment adviser with an approved registration status.

    Similar advisors in New York

    J.P. Morgan Investment Management Inc.
    New York, NY · $3.5T AUM
    Goldman Sachs Asset Management, L.P.
    New York, NY · $2.6T AUM
    Morgan Stanley
    Purchase, NY · $2T AUM
    Merrill Lynch, Pierce, Fenner & Smith Incorporated
    New York, NY · $1.8T AUM
    Blackrock Financial Management, Inc
    New York, NY · $1.6T AUM
    Millennium Management LLC
    New York, NY · $720.8B AUM
    See all top RIA firms in New York →

    Research firms like Clearbridge Investments, LLC at scale

    Search 43,000+ investment firms and 640,000+ contacts by AUM, custodian, state, and strategy.

    Start Free Trial