Overview
Assets Under Management: $180.8 billion
Headquarters: NEW YORK, NY
High-Net-Worth Clients: 62
Average Client Assets: $742 million
Services Offered
Services: Portfolio Management for Individuals, Portfolio Management for Companies, Portfolio Management for Pooled Investment Vehicles, Portfolio Management for Institutional Clients
Clients
Number of High-Net-Worth Clients: 62
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 25.46
Average High-Net-Worth Client Assets: $742 million
Total Client Accounts: 122,375
Discretionary Accounts: 122,305
Non-Discretionary Accounts: 70
Regulatory Filings
CRD Number: 137028
Filing ID: 1981544
Last Filing Date: 2025-04-22 10:06:00
Website: https://clearbridge.com